CIK: 0001616654
申报总市值
US$15.2亿
仅显示前 200 大持股（共 411 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 | BND | Vanguard Total Bond Market | ETF-其他 | 4.94% | — | +2714.95% | |
| 2 | VONE | Vanguard Russell 1000 | ETF-其他 | 4.41% | — | — | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.20% | — | +37.81% | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 2.31% | — | +101.52% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.49% | — | +73.62% | |
| 6 | T | At&t INC | 股票-通信服务 | 1.30% | — | +23.51% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.28% | — | +0.52% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.26% | — | +83.86% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.26% | — | +256.04% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.13% | — | — | |
| 11 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 1.09% | — | — | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.08% | — | +372.49% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.07% | — | +262.00% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.01% | — | +60.36% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.01% | — | +44.08% | |
| 16 | HD | Home Depot INC | 股票-周期性消费 | 1.00% | — | +28.81% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.94% | — | +271.61% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.91% | — | +310.83% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.89% | — | +49.96% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.89% | — | +1111.15% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.87% | — | +30.48% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.83% | — | +743.26% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.81% | — | +19.99% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.77% | — | +13.38% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.77% | — | +545.68% | |
| 26 | VZ | Verizon Communications INC | 股票-通信服务 | 0.74% | — | +30.89% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.69% | — | +211.50% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | — | +36.14% | |
| 29 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.63% | — | +26.94% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.63% | — | +66.67% | |
| 31 | PDI | Pimco Dynamic Income Fund | 股票-金融 | 0.62% | — | +21.46% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.62% | — | +48.72% | |
| 33 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.61% | — | +2.81% | |
| 34 | INTC | Intel CORP | 股票-科技 | 0.60% | — | +28.34% | |
| 35 | F | Ford Motor Co | 股票-周期性消费 | 0.60% | — | +39.65% | |
| 36 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.59% | — | +51.12% | |
| 37 | VUG | Vanguard Growth ETF | ETF-其他 | 0.59% | — | +500.34% | |
| 38 | UTL | Unitil CORP | 股票-其他 | 0.59% | — | +1.60% | |
| 39 | MO | Altria Group INC | 股票-非周期性消费 | 0.55% | — | +2.38% | |
| 40 | VTV | Vanguard Value ETF | ETF-其他 | 0.55% | — | — | |
| 41 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.54% | — | — | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.53% | — | +302.49% | |
| 43 | ✓ | Rydex ETF Trust | ETF-其他 | 0.53% | — | — | |
| 44 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.52% | — | +159.98% | |
| 45 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.52% | — | — | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.52% | — | — | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.51% | — | +108.53% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.50% | — | +215.74% | |
| 49 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 0.50% | — | +10.23% | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.50% | — | +68.47% |