CIK: 0001551017
申报总市值
US$48.2亿
仅显示前 200 大持股（共 1219 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 | 9.14% | -0.38% | +0.34% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 3.29% | -0.18% | -0.55% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.16% | +0.06% | +61.14% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.65% | — | -2.18% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.43% | -0.34% | -3.77% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.94% | -0.07% | +6.02% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.57% | — | -0.42% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.54% | — | +3.32% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 1.53% | — | +1.86% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.32% | -0.12% | +5.95% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.21% | — | +8.46% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.13% | +0.04% | +1.78% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.10% | +0.14% | +1.78% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.09% | -0.12% | +1.46% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.07% | -0.11% | +0.06% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 0.95% | — | +1.66% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.94% | — | +2.95% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.88% | — | +2.77% | |
| 19 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.82% | +0.19% | +2.11% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.79% | -0.09% | +0.46% | |
| 21 | AAPL | Apple INC | 股票-科技 | 0.72% | +0.13% | -12.55% | |
| 22 | ADBE | Adobe INC | 股票-科技 | 0.70% | — | +0.39% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.69% | — | -4.60% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | — | +24.98% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.65% | — | -3.24% | |
| 26 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.65% | +0.06% | +26.34% | |
| 27 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.64% | — | -5.63% | |
| 28 | BND | Vanguard Total Bond Market | ETF-其他 | 0.63% | — | +13.95% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.62% | — | +13.83% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | -0.12% | -1.31% | |
| 31 | ABBV | Abbvie INC | 股票-医疗保健 | 0.58% | — | +0.16% | |
| 32 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.57% | — | +10.15% | |
| 33 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.56% | — | +23.98% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.54% | — | -4.93% | |
| 35 | CSCO | Cisco Systems INC | 股票-科技 | 0.52% | — | -15.21% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.52% | -0.30% | +7.03% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.52% | — | -4.25% | |
| 38 | PFE | Pfizer INC | 股票-医疗保健 | 0.52% | — | +3.57% | |
| 39 | PM | Philip Morris International | 股票-非周期性消费 | 0.52% | — | +2.82% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.51% | — | +15.78% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.50% | — | +10.25% | |
| 42 | VZ | Verizon Communications INC | 股票-通信服务 | 0.49% | +0.07% | -5.76% | |
| 43 | IDV | Ishares International Select | ETF-其他 | 0.47% | — | -0.78% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.46% | — | +16.83% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.45% | +0.14% | +7.45% | |
| 46 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.43% | — | -9.76% | |
| 47 | INTU | Intuit INC | 股票-科技 | 0.43% | — | +1.45% | |
| 48 | DHR | Danaher CORP | 股票-医疗保健 | 0.43% | — | -11.53% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.42% | — | +12.97% | |
| 50 | PYPL | Paypal Holdings INC | 股票-金融 | 0.40% | — | +0.02% |