CIK: 0001422508
申报总市值
US$6.7亿
仅显示前 200 大持股（共 265 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 5.60% | +0.15% | -0.78% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.21% | -0.08% | -9.87% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.29% | — | -8.80% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.92% | -0.03% | -1.09% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-其他 | 2.34% | — | -1.80% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.26% | — | -0.46% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.18% | +0.21% | -18.08% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 2.16% | -0.14% | +3.33% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.14% | +0.03% | -0.96% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.92% | +0.01% | -2.17% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.88% | -0.02% | -1.41% | |
| 12 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.83% | — | -4.50% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.80% | -0.03% | -2.41% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.64% | -0.01% | -0.65% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.58% | +0.26% | -5.85% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.43% | +0.06% | +193.49% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.35% | +0.03% | -8.00% | |
| 18 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.34% | — | -4.00% | |
| 19 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.20% | -0.04% | -0.69% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.18% | — | -8.08% | |
| 21 | ABBV | Abbvie INC | 股票-医疗保健 | 1.16% | -0.01% | -7.54% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.15% | -0.23% | -9.24% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.07% | — | +1.13% | |
| 24 | AVGO | Broadcom INC | 股票-科技 | 0.98% | +0.09% | -20.25% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.96% | — | -3.50% | |
| 26 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 0.96% | -0.02% | -0.17% | |
| 27 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.93% | — | -0.86% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.88% | +0.11% | -1.89% | |
| 29 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.87% | +0.21% | -3.51% | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.84% | -0.17% | +17.83% | |
| 31 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.83% | +0.22% | -1.00% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.78% | +0.07% | -6.71% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.75% | -0.30% | +2.33% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | +0.06% | -1.49% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.75% | +0.01% | +0.05% | |
| 36 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.72% | — | -2.49% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.70% | — | -8.89% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.67% | — | -12.37% | |
| 39 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.63% | — | +40.84% | |
| 40 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.61% | +0.06% | -0.96% | |
| 41 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.59% | — | -0.36% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.57% | — | -0.44% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.55% | +0.07% | +6.46% | |
| 44 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.52% | — | +18.42% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | -0.20% | +0.10% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.51% | — | -5.39% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.51% | +0.04% | — | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.50% | — | -3.34% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.49% | +0.14% | -0.61% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.48% | +0.18% | -11.45% |