CIK: 0001512647
申报总市值
US$29.8亿
仅显示前 200 大持股（共 1104 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 | AAPL | Apple INC | 股票-科技 | 4.82% | +0.75% | +0.77% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.21% | — | +3.04% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.94% | — | +10.22% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.70% | — | -12.62% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.59% | +0.04% | -6.84% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.53% | +0.13% | +2.57% | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 1.51% | -0.22% | +2.33% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.36% | -0.25% | +24.07% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.26% | -0.29% | +4.35% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.22% | -0.37% | +7.12% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.16% | — | -8.56% | |
| 12 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.97% | -0.32% | +9.80% | |
| 13 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.94% | — | +4.61% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.92% | — | +7.10% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.85% | — | -15.30% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.82% | +0.14% | +71.96% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.75% | +0.03% | -27.21% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.74% | +0.07% | +1.63% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.70% | — | +2.74% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.69% | — | -1.73% | |
| 21 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.67% | +0.10% | +80.17% | |
| 22 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.62% | — | +15.65% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.62% | — | +227.04% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.58% | — | +31.95% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.56% | — | +4.08% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.56% | -0.28% | +1.17% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.55% | — | +5.47% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.55% | — | -13.21% | |
| 29 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.55% | — | -2.44% | |
| 30 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.55% | — | -18.94% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.54% | — | +6.92% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | — | +11.29% | |
| 33 | T | At&t INC | 股票-通信服务 | 0.53% | — | -0.45% | |
| 34 | VZ | Verizon Communications INC | 股票-通信服务 | 0.52% | — | +0.58% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.47% | — | +1.84% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.47% | — | +21.71% | |
| 37 | QCOM | Qualcomm INC | 股票-科技 | 0.46% | +0.08% | -3.21% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.44% | — | +2.04% | |
| 39 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.44% | — | +4.60% | |
| 40 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.44% | -0.15% | +4336.70% | |
| 41 | VTWG | Vanguard Russell 2000 Growth | ETF-中小型股 | 0.43% | — | +11.66% | |
| 42 | WMT | Walmart INC | 股票-非周期性消费 | 0.43% | — | +19.42% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.43% | — | -38.16% | |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.43% | — | +1.91% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.42% | — | +0.00% | |
| 46 | NFLX | Netflix INC | 股票-通信服务 | 0.41% | — | -4.75% | |
| 47 | ABBV | Abbvie INC | 股票-医疗保健 | 0.41% | — | +31.57% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.40% | — | +6.61% | |
| 49 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.40% | -0.15% | +77.47% | |
| 50 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.39% | — | +115.10% |