CIK: 0001456048
申报总市值
US$65.3亿
仅显示前 200 大持股（共 3277 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 | 9.13% | -1.13% | +4.85% | |
| 2 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 8.31% | -0.04% | +22.84% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 7.73% | +0.11% | -3.60% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 7.62% | — | +1.13% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 6.24% | +0.23% | +18.87% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 6.19% | +0.15% | +3906.18% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.30% | +3.56% | +0.68% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.97% | +0.45% | -9.44% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.83% | -1.03% | -15.08% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.18% | +2.39% | -20.04% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.93% | -0.12% | +4.66% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.72% | -0.07% | +10.47% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.51% | — | +80.38% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.35% | — | +20.46% | |
| 15 | BND | Vanguard Total Bond Market | ETF-其他 | 1.21% | — | +7.96% | |
| 16 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.18% | -0.08% | -1.56% | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 1.07% | -0.07% | +11.13% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.04% | -0.37% | +3.14% | |
| 19 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.97% | — | +1.85% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.86% | -0.12% | +185.33% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.82% | -0.08% | +9.50% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.74% | -0.04% | -31.32% | |
| 23 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.64% | — | -89.17% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | — | +0.47% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.52% | -0.06% | +1908.65% | |
| 26 | HD | Home Depot INC | 股票-周期性消费 | 0.45% | — | +2.76% | |
| 27 | EFX | Equifax INC | 股票-工业 | 0.43% | — | +0.08% | |
| 28 | TSLA | Tesla INC | 股票-周期性消费 | 0.40% | -0.13% | +333.79% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.36% | +0.06% | +10.17% | |
| 30 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.33% | — | +5.47% | |
| 31 | UPS | United Parcel Service-cl B | 股票-工业 | 0.29% | — | -7.57% | |
| 32 | ROL | Rollins INC | 股票-周期性消费 | 0.26% | -0.04% | -10.57% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.24% | -0.06% | +1.17% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.23% | +0.04% | +5.35% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.20% | +0.09% | +3.56% | |
| 36 | WMT | Walmart INC | 股票-非周期性消费 | 0.20% | +0.04% | +14.39% | |
| 37 | ABBV | Abbvie INC | 股票-医疗保健 | 0.19% | — | +5.46% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.19% | — | +7.36% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.18% | — | -2.43% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.18% | — | +1928.61% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.18% | — | +13.99% | |
| 42 | LKQ | Lkq CORP | 股票-周期性消费 | 0.18% | — | +0.29% | |
| 43 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.18% | — | +21.61% | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.18% | +0.04% | +6.59% | |
| 45 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.17% | -0.04% | -35.21% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.17% | -0.10% | -21.96% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.16% | -0.07% | -5.94% | |
| 48 | PFE | Pfizer INC | 股票-医疗保健 | 0.16% | — | -5.03% | |
| 49 | PEP | Pepsico INC | 股票-非周期性消费 | 0.15% | — | +9.86% | |
| 50 | NEE | Nextera Energy INC | 股票-公用事业 | 0.15% | — | +4.79% |