CIK: 0001551017
申报总市值
US$48.2亿
仅显示前 200 大持股（共 1071 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 9.55% | -0.38% | +9.45% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 7.62% | -0.18% | +109.71% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.48% | -0.34% | +2.18% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.01% | — | +9.92% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.79% | -0.07% | -3.23% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.48% | — | +0.76% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.47% | — | +36.13% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.44% | +0.06% | -58.70% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 1.43% | — | +5.77% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.24% | +0.04% | -16.59% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.09% | — | -7.49% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.07% | — | -6.44% | |
| 13 | PFE | Pfizer INC | 股票-医疗保健 | 1.05% | — | +5.37% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.00% | — | +10.41% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.99% | — | -1.51% | |
| 16 | VZ | Verizon Communications INC | 股票-通信服务 | 0.98% | +0.07% | +4.35% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.93% | — | +2.65% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.91% | — | +22.85% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.90% | -0.12% | +14.54% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.87% | — | -31.28% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.87% | — | +5.62% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.83% | — | -21.37% | |
| 23 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.79% | +0.19% | +8.83% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.77% | +0.14% | -1.50% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.72% | -0.11% | -4.60% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | — | +4.86% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.71% | -0.12% | -21.22% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.70% | +0.13% | -5.52% | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 0.69% | — | +4.04% | |
| 30 | T | At&t INC | 股票-通信服务 | 0.69% | — | -0.12% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.69% | — | +12.23% | |
| 32 | PM | Philip Morris International | 股票-非周期性消费 | 0.61% | — | +6.35% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.61% | -0.09% | +2.56% | |
| 34 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.60% | +0.06% | +68.32% | |
| 35 | DUK | Duke Energy CORP | 股票-公用事业 | 0.59% | — | -14.91% | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.59% | — | -5.02% | |
| 37 | D | Dominion Energy INC | 股票-公用事业 | 0.59% | — | -6.29% | |
| 38 | ADBE | Adobe INC | 股票-科技 | 0.58% | — | +1.79% | |
| 39 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.58% | — | +4.54% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.57% | -0.08% | +43.90% | |
| 41 | CSCO | Cisco Systems INC | 股票-科技 | 0.56% | — | +39.40% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.55% | — | -0.24% | |
| 43 | IDV | Ishares International Select | ETF-其他 | 0.54% | — | +11.94% | |
| 44 | MA | Mastercard INC - A | 股票-金融 | 0.53% | -0.07% | +4.60% | |
| 45 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.52% | — | -6.69% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.51% | — | +331.68% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.51% | — | -1.42% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.50% | — | -6.11% | |
| 49 | PEP | Pepsico INC | 股票-非周期性消费 | 0.49% | — | -5.05% | |
| 50 | MDT | Medtronic plc | 股票-医疗保健 | 0.49% | — | +1.87% |