CIK: 0001569118
申报总市值
US$13.2亿
仅显示前 200 大持股（共 718 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 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 7.72% | -0.21% | -13.69% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 6.27% | +0.13% | -3.36% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.14% | -0.04% | -9.21% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.25% | -0.08% | -16.04% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 3.37% | -0.26% | +5.02% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.36% | — | +1.45% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 3.00% | — | +19.67% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.39% | +0.13% | -13.26% | |
| 9 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 2.29% | -0.01% | +1.69% | |
| 10 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 2.21% | — | -10.39% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 2.11% | +0.03% | +17.70% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.02% | — | +6.98% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.98% | +0.11% | +2.23% | |
| 14 | AFL | Aflac INC | 股票-金融 | 1.91% | -0.05% | -0.08% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.87% | — | -4.21% | |
| 16 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 1.74% | -0.13% | — | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.65% | +0.01% | +24.18% | |
| 18 | GNR | State Street Spdr S&p Global | ETF-其他 | 1.59% | — | -0.57% | |
| 19 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.50% | — | +0.95% | |
| 20 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.50% | -0.01% | -6.46% | |
| 21 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.47% | -0.22% | -2.12% | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.43% | — | -28.10% | |
| 23 | FTCS | First Trust Capital Strength | ETF-其他 | 1.43% | — | -29.91% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 1.24% | — | -7.72% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.19% | -0.01% | -14.74% | |
| 26 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.19% | -0.11% | +22.48% | |
| 27 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 1.15% | — | +2.19% | |
| 28 | APG | Api Group CORP | 股票-工业 | 1.09% | +0.82% | +0.07% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.05% | +0.01% | -14.79% | |
| 30 | CF | Cf Industries Holdings INC | 股票-原材料 | 1.02% | -0.17% | -4.87% | |
| 31 | IDV | Ishares International Select | ETF-其他 | 0.93% | — | +13.21% | |
| 32 | AAPL | Apple INC | 股票-科技 | 0.91% | +0.06% | -6.04% | |
| 33 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.89% | +0.02% | -4.41% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.80% | — | +24.49% | |
| 35 | JHEM | John Hancock Multi Em Mrk Et | ETF-其他 | 0.75% | — | -0.40% | |
| 36 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.75% | — | -28.67% | |
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.71% | — | -10.63% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.71% | +0.01% | -19.99% | |
| 39 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.66% | — | -2.18% | |
| 40 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.61% | -0.65% | -11.46% | |
| 41 | INFL | Horizon Kinetics Infl Benef | ETF-其他 | 0.57% | — | +23.95% | |
| 42 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.57% | -0.03% | -8.90% | |
| 43 | GGG | Graco INC | 股票-工业 | 0.51% | — | -0.06% | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.50% | +0.45% | +0.15% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.50% | — | -3.59% | |
| 46 | MDT | Medtronic plc | 股票-医疗保健 | 0.49% | — | -1.97% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | — | -5.93% | |
| 48 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.40% | — | -24.11% | |
| 49 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.39% | -0.01% | +10.15% | |
| 50 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.38% | +0.04% | -1.13% |