CIK: 0001071640
申报总市值
US$160.1亿
仅显示前 200 大持股（共 1114 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 13.37% | +2.67% | +1.52% | |
| 2 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 9.46% | — | -3.07% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 5.74% | +0.49% | +4.13% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 5.08% | -1.75% | +6.34% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 3.50% | — | +0.34% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 2.38% | -0.13% | +3.23% | |
| 7 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 2.16% | — | — | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.97% | — | +64.79% | |
| 9 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.52% | — | +7348.17% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.22% | — | +5.47% | |
| 11 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.08% | — | +17598.67% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.97% | — | +4.43% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.95% | — | -7.03% | |
| 14 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.90% | -0.49% | +10.61% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 0.83% | — | +9.17% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.82% | — | +2.29% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.81% | — | +0.95% | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.81% | -0.08% | +10.17% | |
| 19 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.79% | -0.25% | -8.77% | |
| 20 | IYE | Ishares U.s. Energy ETF | ETF-其他 | 0.77% | — | -46.33% | |
| 21 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 0.76% | — | +798.23% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.75% | — | -3.15% | |
| 23 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 0.71% | — | -11.64% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.69% | +0.90% | NEW | |
| 25 | IFRA | Ishares US Infrastructure | ETF-其他 | 0.68% | — | — | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.61% | — | +5.85% | |
| 27 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.60% | — | -17.15% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.59% | — | +0.58% | |
| 29 | COMT | Ishares Gsci Commodity Dynam | ETF-避险与商品 | 0.57% | — | -65.40% | |
| 30 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.55% | — | -71.42% | |
| 31 | MBB | Ishares Mbs ETF | ETF-其他 | 0.47% | — | -1.31% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.47% | — | +13.08% | |
| 33 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.44% | — | +8.58% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.44% | — | +1.64% | |
| 35 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.43% | — | +2154.15% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.37% | +0.01% | +8.15% | |
| 37 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.35% | — | +9.49% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.35% | -0.06% | +10.56% | |
| 39 | DFSD | Dimensional Short Duration | ETF-其他 | 0.32% | — | — | |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.32% | — | +19.88% | |
| 41 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-其他 | 0.31% | — | +4.63% | |
| 42 | SUB | Ishares Short-term National | ETF-其他 | 0.30% | — | +10.83% | |
| 43 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.30% | — | -15.49% | |
| 44 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 0.28% | — | -0.66% | |
| 45 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.28% | — | +106.51% | |
| 46 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.28% | — | +0.87% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.27% | — | +4.42% | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.26% | — | +4.87% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.26% | +0.25% | NEW | |
| 50 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.25% | — | +2.99% |