CIK: 0001566601
申报总市值
US$3.1亿
仅显示前 200 大持股（共 803 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-其他 | 4.96% | -3.97% | +15.84% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.88% | — | +9.21% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.84% | +4.33% | NEW | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 2.72% | — | +233.40% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.53% | — | -3.51% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.39% | — | +11.31% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.29% | +1.53% | NEW | |
| 8 | MBB | Ishares Mbs ETF | ETF-其他 | 1.68% | — | -6.10% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.62% | -2.40% | -42.77% | |
| 10 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 1.59% | +4.76% | NEW | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.55% | — | -4.77% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.47% | -1.19% | +48.72% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.34% | — | -34.13% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.31% | — | +10.80% | |
| 15 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.30% | — | — | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.22% | -3.30% | -7.50% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.16% | — | -54.05% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.11% | — | -39.44% | |
| 19 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.04% | +0.70% | NEW | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.04% | -3.06% | -41.24% | |
| 21 | IGOV | Ishares International Treasu | ETF-其他 | 1.02% | — | -38.30% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.97% | — | +56.91% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.96% | — | -43.57% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.94% | +0.54% | NEW | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.93% | — | -3.55% | |
| 26 | REET | Ishares Global Reit ETF | ETF-其他 | 0.92% | — | -44.05% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.91% | — | +1059.87% | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.90% | +1.14% | NEW | |
| 29 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.85% | — | +26.77% | |
| 30 | MA | Mastercard INC - A | 股票-金融 | 0.83% | — | +41.96% | |
| 31 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 0.77% | — | +11.04% | |
| 32 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.73% | — | +3.07% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.69% | +0.38% | NEW | |
| 34 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.56% | — | +9.96% | |
| 35 | ADBE | Adobe INC | 股票-科技 | 0.56% | — | +105.74% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.54% | — | -2.73% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.53% | +0.33% | NEW | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.53% | +0.20% | NEW | |
| 39 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 0.52% | — | — | |
| 40 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.52% | +0.60% | NEW | |
| 41 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.51% | — | +10.75% | |
| 42 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-其他 | 0.49% | — | +14.19% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.47% | — | -5.85% | |
| 44 | IPAC | Ishares Core Msci Pacific Et | ETF-其他 | 0.47% | +1.00% | NEW | |
| 45 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 0.44% | — | -2.99% | |
| 46 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.44% | — | +87.67% | |
| 47 | ZTS | Zoetis INC | 股票-医疗保健 | 0.43% | — | +130.80% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.43% | — | +1.14% | |
| 49 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.43% | — | -0.27% | |
| 50 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.43% | — | +10.45% |