CIK: 0001551867
申报总市值
US$13.7亿
仅显示前 200 大持股（共 207 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 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 15.70% | -0.19% | +0.76% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 11.80% | -0.06% | -0.17% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 11.43% | -0.25% | +6.10% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 9.68% | — | -2.32% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 6.96% | — | -2.72% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.54% | -0.08% | +1.45% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 5.88% | — | +8.67% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.81% | +1.10% | +11.19% | |
| 9 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 3.43% | — | -2.07% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.04% | -0.08% | +3.86% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.02% | -0.13% | -0.18% | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 2.01% | +0.20% | +17.49% | |
| 13 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.84% | -0.06% | +36.61% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.35% | -0.12% | +0.35% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.24% | — | +0.26% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.95% | -0.04% | +4.18% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.89% | — | +4.91% | |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.84% | — | +1.39% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.80% | -0.89% | +0.62% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.79% | — | -0.75% | |
| 21 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.76% | — | — | |
| 22 | GUNR | Flexshares Global Upstream N | ETF-其他 | 0.70% | — | +1.62% | |
| 23 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.68% | — | +1.45% | |
| 24 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.66% | — | +14.32% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.52% | — | +4.14% | |
| 26 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.46% | -0.15% | +2.24% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.45% | +0.14% | +8.32% | |
| 28 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.43% | — | -0.06% | |
| 29 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.40% | — | -1.77% | |
| 30 | AAPL | Apple INC | 股票-科技 | 0.31% | +0.06% | -2.60% | |
| 31 | NUBD | Nuveen Esg US Aggregate Bond | ETF-其他 | 0.26% | +0.02% | +30.72% | |
| 32 | CMF | Ishares California Muni Bond | ETF-其他 | 0.24% | — | +12.86% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.21% | — | -7.09% | |
| 34 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.21% | — | +59.17% | |
| 35 | 1JFD | Pimco Dynamic Credit And Mor | 股票-其他 | 0.17% | — | -6.96% | |
| 36 | GFN | General Finance CORP | 股票-其他 | 0.14% | — | +9.76% | |
| 37 | DWM | Wisdomtree International Equ | ETF-其他 | 0.13% | — | — | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.13% | — | -21.19% | |
| 39 | DSL | Doubleline Income Solutions | 股票-其他 | 0.11% | — | — | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.11% | — | +23918.18% | |
| 41 | ✓ | Nestle Sa Cham Et Vvey Act Nom | 股票-其他 | 0.07% | — | +1.80% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.07% | — | +41.91% | |
| 43 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.07% | — | — | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.06% | — | +20.38% | |
| 45 | URTH | Ishares Msci World ETF | ETF-其他 | 0.06% | -0.02% | +5.53% | |
| 46 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.05% | — | +9.44% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.05% | — | — | |
| 48 | VTV | Vanguard Value ETF | ETF-其他 | 0.05% | — | -27.19% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.05% | — | — | |
| 50 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.04% | — | -21.02% |