CIK: 0001456048
申报总市值
US$65.3亿
仅显示前 200 大持股（共 3097 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 10.62% | -1.13% | +48.00% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 10.47% | +2.39% | -17.37% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 8.71% | +0.11% | +138.12% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 7.88% | — | +6.16% | |
| 5 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 6.68% | — | +5.62% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 6.28% | +0.45% | +71.91% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 5.40% | +3.56% | +1.94% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-其他 | 4.67% | -1.03% | +24701.40% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.80% | -0.12% | +6.17% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.59% | -0.08% | -3.22% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.10% | -0.37% | +5.95% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.00% | -0.08% | +8.57% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 0.87% | — | +18.30% | |
| 14 | CRSR | Corsair Gaming INC | 股票-其他 | 0.79% | — | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.74% | -0.04% | -0.47% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 0.73% | — | -0.78% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.68% | -0.06% | +9.72% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.53% | — | +3.69% | |
| 19 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.52% | — | -0.72% | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 0.51% | -0.07% | -3.79% | |
| 21 | HD | Home Depot INC | 股票-周期性消费 | 0.49% | — | +13.54% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | — | +2.07% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.48% | -0.07% | +9.61% | |
| 24 | EFX | Equifax INC | 股票-工业 | 0.47% | — | +714.90% | |
| 25 | ROL | Rollins INC | 股票-周期性消费 | 0.45% | -0.04% | +0.34% | |
| 26 | PTON | Peloton Interactive Inc-a | 股票-周期性消费 | 0.40% | — | -0.05% | |
| 27 | UPS | United Parcel Service-cl B | 股票-工业 | 0.37% | — | +0.15% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.36% | +0.15% | -86.92% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.30% | +0.06% | +1.86% | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.30% | -0.10% | +316.53% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.27% | — | +4.73% | |
| 32 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.25% | -0.04% | -6.09% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.24% | +0.04% | +18.27% | |
| 34 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.23% | — | -4.36% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.22% | — | -3.02% | |
| 36 | TSLA | Tesla INC | 股票-周期性消费 | 0.22% | -0.13% | +1.51% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.21% | — | +7.10% | |
| 38 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.21% | — | +3.29% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.21% | — | +7.19% | |
| 40 | LKQ | Lkq CORP | 股票-周期性消费 | 0.20% | — | -0.52% | |
| 41 | WMT | Walmart INC | 股票-非周期性消费 | 0.20% | +0.04% | -0.70% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.19% | +0.23% | +142.78% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.19% | — | +3.28% | |
| 44 | ADBE | Adobe INC | 股票-科技 | 0.18% | — | +13.06% | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.18% | — | +23.93% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.18% | — | -0.08% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.17% | -0.12% | -17.69% | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.16% | — | -2.21% | |
| 49 | PYPL | Paypal Holdings INC | 股票-金融 | 0.15% | — | +8.70% | |
| 50 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.15% | — | +10.92% |