CIK: 0001551017
申报总市值
US$48.2亿
仅显示前 200 大持股（共 1102 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 | 9.68% | -0.38% | +3.84% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 6.41% | -0.18% | +3.11% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.76% | -0.34% | +5.85% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.84% | — | +35.60% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.73% | -0.07% | -5.43% | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.63% | — | -13.26% | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 1.48% | — | -1.21% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.39% | — | +5.21% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.35% | -0.12% | +29.52% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.14% | +0.06% | -6.77% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.13% | +0.04% | -1.61% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.03% | — | +20.16% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.97% | — | +7.44% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.94% | -0.11% | +31.26% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.93% | — | -11.39% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.91% | +0.14% | +16.06% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.90% | — | +4.19% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 0.87% | — | -4.63% | |
| 19 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.86% | +0.19% | +2.09% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | — | +22.09% | |
| 21 | AAPL | Apple INC | 股票-科技 | 0.83% | +0.13% | +1.71% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.80% | -0.12% | +9.35% | |
| 23 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.76% | — | +0.18% | |
| 24 | VZ | Verizon Communications INC | 股票-通信服务 | 0.76% | +0.07% | -7.46% | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.76% | — | -2.37% | |
| 26 | PFE | Pfizer INC | 股票-医疗保健 | 0.72% | — | -16.19% | |
| 27 | ADBE | Adobe INC | 股票-科技 | 0.71% | — | +10.30% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.71% | -0.09% | +5.74% | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 0.70% | — | -4.36% | |
| 30 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.68% | +0.06% | +38.92% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.66% | — | +22.77% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.65% | — | -20.52% | |
| 33 | IDV | Ishares International Select | ETF-其他 | 0.59% | — | +19.15% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.58% | — | +6.04% | |
| 35 | T | At&t INC | 股票-通信服务 | 0.58% | — | -0.84% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.58% | — | +4.83% | |
| 37 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.56% | — | +12.01% | |
| 38 | BND | Vanguard Total Bond Market | ETF-其他 | 0.55% | — | +70.77% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | -0.12% | +36.79% | |
| 40 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.54% | — | +14.32% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.54% | — | -22.46% | |
| 42 | D | Dominion Energy INC | 股票-公用事业 | 0.51% | — | -6.71% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.48% | -0.08% | -2.13% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.48% | — | -47.54% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.47% | — | -6.11% | |
| 46 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.47% | — | +46.40% | |
| 47 | PM | Philip Morris International | 股票-非周期性消费 | 0.47% | — | -2.31% | |
| 48 | DHR | Danaher CORP | 股票-医疗保健 | 0.45% | — | +15.17% | |
| 49 | UPS | United Parcel Service-cl B | 股票-工业 | 0.45% | — | -1.63% | |
| 50 | PEP | Pepsico INC | 股票-非周期性消费 | 0.45% | — | +2.56% |