CIK: 0001303159
申报总市值
US$94.4亿
仅显示前 200 大持股（共 511 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 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 9.76% | +1.52% | +41.48% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 9.18% | -0.17% | -5.33% | |
| 3 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 7.71% | -0.35% | -0.49% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.40% | — | -4.04% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.12% | -0.27% | -2.65% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.42% | -0.13% | -0.19% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.22% | +0.08% | -2.15% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.10% | -0.26% | -3.19% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.64% | -0.14% | -19.57% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.32% | — | -1.28% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 2.28% | — | +1.84% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 2.18% | +0.29% | +1.31% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.16% | — | -0.48% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.16% | -0.08% | +3.37% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.56% | — | -0.04% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.07% | — | -4.17% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.91% | -0.05% | -0.84% | |
| 18 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.82% | -0.12% | -2.74% | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.81% | +0.71% | +22.92% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.79% | +0.15% | +920.46% | |
| 21 | ALNY | Alnylam Pharmaceuticals INC | 股票-医疗保健 | 0.75% | -0.11% | -11.72% | |
| 22 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.73% | -0.10% | -6.35% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.66% | -0.05% | -17.10% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.64% | -0.15% | -9.17% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.61% | -0.08% | -5.11% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.61% | — | -0.84% | |
| 27 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.57% | +0.47% | -1.32% | |
| 28 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.52% | — | +0.00% | |
| 29 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 0.51% | +0.07% | -73.98% | |
| 30 | VDE | Vanguard Energy ETF | ETF-其他 | 0.47% | +0.19% | -1.16% | |
| 31 | XPEL | Xpel INC | 股票-其他 | 0.45% | -0.08% | — | |
| 32 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 0.45% | — | -3.41% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.45% | -0.05% | -6.42% | |
| 34 | NYT | New York Times Co-a | 股票-通信服务 | 0.44% | +0.18% | -9.61% | |
| 35 | AVGO | Broadcom INC | 股票-科技 | 0.44% | -0.06% | -5.89% | |
| 36 | BND | Vanguard Total Bond Market | ETF-其他 | 0.43% | -0.11% | -6.00% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.43% | — | -2.68% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | -0.06% | -8.52% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.40% | — | -2.46% | |
| 40 | IQLT | Ishares Msci International Q | ETF-其他 | 0.39% | — | +0.09% | |
| 41 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.38% | — | -0.52% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.38% | +0.27% | -0.24% | |
| 43 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.37% | — | -6.45% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.36% | — | -1.78% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.36% | -0.05% | -6.25% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.35% | -0.12% | -0.43% | |
| 47 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.35% | -0.35% | -0.64% | |
| 48 | RTX | Rtx CORP | 股票-工业 | 0.35% | -0.12% | -5.71% | |
| 49 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.35% | — | +0.10% | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.34% | — | -4.50% |