CIK: 0001123812
申报总市值
US$6.5亿
仅显示前 200 大持股（共 226 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 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 15.27% | -0.81% | +50.46% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 14.48% | +0.24% | -4.22% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 10.61% | +0.66% | +12.55% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.85% | +0.45% | +3.26% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 4.76% | +0.41% | -40.30% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.44% | +1.66% | +88.18% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.70% | -5.17% | -3.00% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-其他 | 3.50% | — | +4.03% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 3.27% | -0.17% | -17.94% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 3.14% | +0.12% | +0.35% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.01% | -0.03% | +0.71% | |
| 12 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 2.84% | +0.40% | +3.48% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.25% | +0.48% | +0.62% | |
| 14 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 2.00% | — | — | |
| 15 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.43% | +0.11% | +9.93% | |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.12% | -0.04% | -55.74% | |
| 17 | BND | Vanguard Total Bond Market | ETF-其他 | 0.97% | +0.08% | -0.34% | |
| 18 | MBB | Ishares Mbs ETF | ETF-其他 | 0.89% | — | -0.81% | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.75% | — | +54.60% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.62% | -0.12% | -8.06% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.60% | — | -0.80% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.53% | — | +4.46% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.49% | — | +10.08% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.48% | — | -5.38% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.44% | +0.04% | -31.63% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.39% | +0.01% | -5.74% | |
| 27 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.39% | -0.02% | -5.36% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.37% | — | -2.16% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.33% | +0.06% | -1.84% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.33% | — | -3.62% | |
| 31 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.33% | — | +17.41% | |
| 32 | XLF | Ss Financial Select Sector | ETF-其他 | 0.32% | — | -20.73% | |
| 33 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.30% | +0.41% | -3.01% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.30% | — | -7.36% | |
| 35 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.28% | — | -12.40% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.28% | — | +78.37% | |
| 37 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.27% | — | -2.11% | |
| 38 | WMT | Walmart INC | 股票-非周期性消费 | 0.27% | — | -4.05% | |
| 39 | ADBE | Adobe INC | 股票-科技 | 0.26% | -0.11% | EXIT | |
| 40 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.26% | — | +13.46% | |
| 41 | ICE | Intercontinental Exchange In | 股票-金融 | 0.24% | — | -1.93% | |
| 42 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.24% | — | -1.08% | |
| 43 | MU | Micron Technology INC | 股票-科技 | 0.23% | -0.13% | -2.26% | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.22% | -0.01% | -4.71% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.22% | +0.09% | +752.95% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.22% | -0.04% | — | |
| 47 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股与成长 | 0.21% | — | -2.46% | |
| 48 | PEP | Pepsico INC | 股票-非周期性消费 | 0.21% | — | -1.11% | |
| 49 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.21% | -0.05% | -41.01% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.21% | — | -0.11% |