CIK: 0001616654
申报总市值
US$15.2亿
仅显示前 200 大持股（共 596 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 | 3.83% | — | -3.27% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.10% | — | +0.50% | |
| 3 | VONE | Vanguard Russell 1000 | ETF-其他 | 2.74% | — | +0.40% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.51% | — | +22.57% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.24% | — | +1.46% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.68% | — | -20.09% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.62% | — | +42.54% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.58% | — | +9.98% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.52% | — | +8.68% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.29% | — | +544.67% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.21% | — | +8.98% | |
| 12 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.19% | — | — | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.15% | — | -6.46% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.04% | — | +24.07% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.02% | — | +8.80% | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.82% | — | +0.10% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.81% | — | -1.72% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.81% | — | +5.31% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.80% | — | -38.29% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.79% | — | -4.25% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.77% | — | +56.17% | |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.76% | — | +2.93% | |
| 23 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.76% | — | +24.57% | |
| 24 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.76% | — | +10.72% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.75% | — | -2.46% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.74% | — | +4.38% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.68% | — | +12.42% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.64% | — | +282.38% | |
| 29 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.63% | — | -5.18% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.61% | — | +19.71% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.61% | — | -6.43% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.61% | — | -0.84% | |
| 33 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.59% | — | -9.29% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.57% | — | +0.86% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | -1.27% | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.56% | — | -1.55% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.53% | — | +18.15% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.53% | — | +19.50% | |
| 39 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.50% | — | +12.06% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.50% | — | +15.91% | |
| 41 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.50% | — | -1.98% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.50% | — | +7.82% | |
| 43 | HD | Home Depot INC | 股票-周期性消费 | 0.48% | — | +1.01% | |
| 44 | VTV | Vanguard Value ETF | ETF-其他 | 0.48% | — | +2.59% | |
| 45 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.48% | — | -24.85% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.46% | — | +0.20% | |
| 47 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.46% | — | +2.63% | |
| 48 | VDE | Vanguard Energy ETF | ETF-其他 | 0.44% | — | -21.28% | |
| 49 | VFH | Vanguard Financials ETF | ETF-其他 | 0.43% | — | -10.83% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.42% | — | -2.80% |