CIK: 0001123812
申报总市值
US$6.5亿
仅显示前 200 大持股（共 259 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 9.47% | +0.66% | +3.46% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 9.44% | +1.66% | +5.29% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 9.32% | -5.17% | +43.50% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 9.09% | +0.24% | -1.98% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 7.89% | +0.45% | -0.94% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 6.83% | +0.41% | +6.60% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 4.16% | +0.48% | +1.60% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 3.39% | -0.09% | -1.30% | |
| 9 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 3.15% | +0.41% | +2.74% | |
| 10 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 3.06% | -0.17% | -30.57% | |
| 11 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 2.82% | +0.40% | +18.59% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 2.28% | -0.64% | +8.39% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.21% | +0.11% | -15.94% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.65% | +0.30% | +4.30% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.63% | +0.12% | -3.95% | |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.57% | -0.04% | -0.85% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.45% | +0.11% | -2.25% | |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.25% | -0.81% | +4.09% | |
| 19 | BND | Vanguard Total Bond Market | ETF-其他 | 0.90% | +0.08% | +3.39% | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.73% | +0.04% | +7.48% | |
| 21 | MBB | Ishares Mbs ETF | ETF-其他 | 0.68% | — | -1.95% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.67% | -0.12% | -0.93% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.65% | — | -5.10% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.58% | -0.03% | -39.38% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.51% | +0.05% | +35.05% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.48% | +0.09% | +3.68% | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.48% | — | -2.17% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.48% | — | +4.27% | |
| 29 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.37% | -0.05% | -66.48% | |
| 30 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.35% | — | +2.85% | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.33% | — | +66.61% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.33% | — | -12.03% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.32% | +0.01% | -9.34% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.32% | -0.01% | +0.14% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.31% | -0.01% | -1.62% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.30% | +0.14% | +49.35% | |
| 37 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.29% | — | +77.77% | |
| 38 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.28% | -0.02% | -10.08% | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.27% | — | -0.43% | |
| 40 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.27% | — | -21.43% | |
| 41 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.26% | — | +26.10% | |
| 42 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.25% | — | -19.09% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.23% | -0.02% | -8.33% | |
| 44 | ICE | Intercontinental Exchange In | 股票-金融 | 0.23% | — | +2.39% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.23% | — | -0.00% | |
| 46 | MMM | 3m Co | 股票-工业 | 0.22% | -0.10% | +13.90% | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.21% | — | -0.60% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.21% | — | +0.68% | |
| 49 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.20% | — | +13.19% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.20% | — | -0.95% |