CIK: 0001512647
申报总市值
US$29.8亿
仅显示前 200 大持股（共 1177 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.43% | — | +6.06% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.06% | +0.75% | +12.48% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.30% | +1.78% | NEW | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.67% | — | +18.87% | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 1.39% | -0.22% | +3.21% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.37% | +0.04% | -15.39% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.24% | — | +3.91% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.22% | +0.03% | -8.23% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.19% | — | +5.45% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.14% | -0.37% | +18.28% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.93% | — | +21.12% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.88% | — | +36.34% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.87% | +0.13% | +13.42% | |
| 14 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.77% | -0.15% | -14.12% | |
| 15 | BA | Boeing Co/the | 股票-工业 | 0.76% | — | -2.09% | |
| 16 | ✓ | Dbx ETF Tr | ETF-其他 | 0.72% | — | +32.05% | |
| 17 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.70% | -0.28% | +43.70% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.66% | — | +124.75% | |
| 19 | DWX | State Street Spdr S&p Intern | ETF-其他 | 0.65% | — | +0.19% | |
| 20 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.62% | — | -6.85% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.62% | — | -0.41% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | — | +5.93% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.60% | — | +2.57% | |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.57% | — | +0.10% | |
| 25 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 0.57% | — | -1.71% | |
| 26 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.56% | +0.14% | +20.45% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.55% | — | +19.44% | |
| 28 | VZ | Verizon Communications INC | 股票-通信服务 | 0.55% | — | +4.06% | |
| 29 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.53% | — | +11.41% | |
| 30 | T | At&t INC | 股票-通信服务 | 0.53% | — | +25.33% | |
| 31 | VFH | Vanguard Financials ETF | ETF-其他 | 0.51% | — | +0.25% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | — | +3.83% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.51% | +0.07% | +9.08% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | — | +6.94% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.47% | — | +11.65% | |
| 36 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.46% | — | +81.66% | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.46% | -0.29% | +1.29% | |
| 38 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.45% | — | +9.47% | |
| 39 | VTWG | Vanguard Russell 2000 Growth | ETF-中小型股 | 0.44% | — | +58.56% | |
| 40 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.42% | — | -4.89% | |
| 41 | PFE | Pfizer INC | 股票-医疗保健 | 0.42% | — | +2.11% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.42% | — | +19.43% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.42% | — | +15.61% | |
| 44 | FTC | First Trust Large Cap Growth | ETF-大型股与成长 | 0.40% | — | +3.92% | |
| 45 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.40% | — | +3.45% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.39% | — | +47.91% | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.39% | — | +16.21% | |
| 48 | HFRO | Highland Opport & Income | 股票-其他 | 0.39% | — | -6.49% | |
| 49 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.39% | — | -1.36% | |
| 50 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.37% | — | +5.03% |