CIK: 0001382646
申报总市值
US$4.1亿
仅显示前 200 大持股（共 220 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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 4.77% | +0.30% | -2.26% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.73% | -2.26% | -0.36% | |
| 3 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 3.63% | +0.08% | +0.76% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 3.11% | — | -18.73% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.09% | +0.09% | +2.68% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 2.77% | — | — | |
| 7 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 2.49% | — | +3.19% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 2.40% | — | -0.28% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.38% | +0.06% | -0.07% | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 2.31% | -0.37% | +3.02% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.22% | +0.20% | -0.99% | |
| 12 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 2.08% | -0.98% | +8.97% | |
| 13 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 2.07% | +0.07% | +1.12% | |
| 14 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.97% | +0.18% | +1.57% | |
| 15 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.84% | — | -0.81% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.75% | — | +3.25% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.73% | — | -22.85% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.47% | +0.07% | -0.81% | |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.46% | +0.01% | +1.49% | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.46% | +0.04% | +1.44% | |
| 21 | ABBV | Abbvie INC | 股票-医疗保健 | 1.44% | — | +0.61% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.37% | +0.08% | -0.97% | |
| 23 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.33% | +0.12% | -0.93% | |
| 24 | COM | Direxion Auspice Brd Cmdty | ETF-其他 | 1.31% | — | +0.22% | |
| 25 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.23% | +0.16% | +116.73% | |
| 26 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.11% | — | — | |
| 27 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 1.11% | +0.01% | +1.58% | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.11% | — | +3.07% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.11% | — | +2.39% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 1.10% | — | +2.24% | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.02% | — | +4.20% | |
| 32 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.01% | — | — | |
| 33 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.95% | +0.05% | +3.01% | |
| 34 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.88% | — | +3.81% | |
| 35 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 0.81% | — | — | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.80% | — | -47.55% | |
| 37 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.77% | — | +4.36% | |
| 38 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.77% | +0.03% | +0.26% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.73% | — | -6.06% | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.67% | — | — | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.63% | — | +0.84% | |
| 42 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.63% | — | +2.59% | |
| 43 | BCD | Abrdn Bloomberg All Commodit | ETF-其他 | 0.59% | — | -1.92% | |
| 44 | SNPS | Synopsys INC | 股票-科技 | 0.59% | — | -1.44% | |
| 45 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.58% | — | -0.25% | |
| 46 | GBF | Ishares Government/credit Bo | ETF-政府公债 | 0.56% | — | +2.19% | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.54% | +0.05% | +2.15% | |
| 48 | WMT | Walmart INC | 股票-非周期性消费 | 0.50% | — | -0.32% | |
| 49 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.43% | +0.13% | +0.23% | |
| 50 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.39% | — | +2.35% |