CIK: 0001456048
申报总市值
US$65.3亿
仅显示前 200 大持股（共 3245 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 | 13.02% | -1.13% | -2.95% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 7.23% | +0.11% | +0.52% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 7.09% | — | +3.48% | |
| 4 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 6.02% | +0.47% | +29.24% | |
| 5 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 5.63% | -4.78% | +2.25% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.75% | +0.23% | +2.74% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.78% | +2.39% | +1.25% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.49% | +0.15% | +2.91% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 2.69% | +0.10% | +32.56% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.22% | -0.07% | +2.33% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.14% | -0.10% | -3.20% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.95% | -0.12% | +1.33% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.91% | -1.03% | -1.72% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.84% | -0.37% | +1.32% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.22% | -0.07% | +10.42% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 1.10% | — | +8.35% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.08% | — | -3.12% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.04% | -0.08% | +3.16% | |
| 19 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.85% | -0.08% | -1.84% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.79% | -0.04% | +0.09% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.74% | -0.07% | +0.21% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.66% | -0.06% | +1.61% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.65% | +0.45% | -30.43% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.62% | — | -1.35% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | — | +0.09% | |
| 26 | TSLA | Tesla INC | 股票-周期性消费 | 0.57% | -0.13% | +4.49% | |
| 27 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.54% | — | -7.69% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.51% | -0.12% | -6.05% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.42% | -0.04% | +6.19% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.39% | — | +3.51% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.33% | -0.06% | -2.46% | |
| 32 | W | Wayfair Inc- Class A | 股票-周期性消费 | 0.33% | — | +10.08% | |
| 33 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 0.32% | -0.07% | -16.73% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.30% | — | +0.80% | |
| 35 | NFLX | Netflix INC | 股票-通信服务 | 0.30% | — | +4.09% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.29% | — | -12.58% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.26% | — | +3.74% | |
| 38 | WMT | Walmart INC | 股票-非周期性消费 | 0.25% | +0.04% | +2.23% | |
| 39 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.23% | -0.04% | +2.24% | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.23% | — | -0.69% | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.22% | — | +1.48% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.22% | +0.04% | +3.65% | |
| 43 | EFX | Equifax INC | 股票-工业 | 0.21% | — | -0.64% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.21% | — | -3.12% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.18% | +0.09% | -4.02% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.18% | -0.03% | +8.82% | |
| 47 | HOOD | Robinhood Markets INC - A | 股票-金融 | 0.18% | -0.19% | -1.80% | |
| 48 | ARHS | Arhaus INC | 股票-其他 | 0.18% | +0.05% | +6.17% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.17% | +0.04% | -3.59% | |
| 50 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.17% | — | +11.07% |