CIK: 0001569118
申报总市值
US$12.0亿
仅显示前 200 大持股（共 466 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 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 13.56% | — | +6.78% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 10.64% | — | +0.76% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 7.78% | -0.51% | +2.02% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.83% | +0.20% | -1.78% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.42% | -0.19% | +0.58% | |
| 6 | AFL | Aflac INC | 股票-金融 | 5.88% | — | -0.19% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.16% | — | -1.65% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 4.04% | — | -0.15% | |
| 9 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 3.62% | — | +4.15% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.80% | — | +4.63% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.04% | — | +2.65% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.74% | — | -4.36% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.63% | +0.22% | +24.80% | |
| 14 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 1.52% | — | -2.36% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.44% | — | -1.70% | |
| 16 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.42% | — | -0.60% | |
| 17 | PWVUSD | Invesco Dynamic Large Cap Va | ETF-大型股与成长 | 1.04% | — | -2.29% | |
| 18 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.97% | — | -0.91% | |
| 19 | MDT | Medtronic plc | 股票-医疗保健 | 0.92% | -0.04% | -2.90% | |
| 20 | TDF | Templeton Dragon Fund, Inc. | 股票-其他 | 0.85% | — | +7.40% | |
| 21 | INTC | Intel CORP | 股票-科技 | 0.76% | +0.03% | -0.35% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.63% | — | -3.95% | |
| 23 | IDV | Ishares International Select | ETF-其他 | 0.60% | — | +3.49% | |
| 24 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.59% | -0.03% | -0.16% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.54% | -0.36% | — | |
| 26 | SMHC | VanEck China Semiconductor ETF | ETF-新兴市场 | 0.52% | — | — | |
| 27 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.49% | — | — | |
| 28 | GGG | Graco INC | 股票-工业 | 0.47% | — | -1.23% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | +0.02% | +9.27% | |
| 30 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.39% | — | +10.94% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.37% | — | -0.11% | |
| 32 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.34% | — | -0.82% | |
| 33 | DSL | Doubleline Income Solutions | 股票-其他 | 0.33% | — | -0.14% | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.33% | — | +7.97% | |
| 35 | ✓ | Wisdomtree | 股票-其他 | 0.33% | — | -2.71% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.32% | — | -0.81% | |
| 37 | CF | Cf Industries Holdings INC | 股票-原材料 | 0.30% | +0.24% | — | |
| 38 | VUG | Vanguard Growth ETF | ETF-其他 | 0.29% | -0.45% | -13.85% | |
| 39 | AXP | American Express Company | 股票-金融 | 0.29% | — | -1.07% | |
| 40 | UPS | United Parcel Service-cl B | 股票-工业 | 0.29% | — | — | |
| 41 | AAPL | Apple INC | 股票-科技 | 0.27% | -0.09% | -0.61% | |
| 42 | AMAT | Applied Materials INC | 股票-科技 | 0.24% | +0.07% | -0.15% | |
| 43 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.23% | — | -0.32% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.23% | — | — | |
| 45 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.22% | — | +11.71% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.22% | — | +0.64% | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.21% | -0.03% | -0.65% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.21% | — | -1.67% | |
| 49 | ABBV | Abbvie INC | 股票-医疗保健 | 0.20% | — | +0.02% | |
| 50 | QCOM | Qualcomm INC | 股票-科技 | 0.20% | -0.04% | — |