CIK: 0001551017
申报总市值
US$48.2亿
仅显示前 200 大持股（共 1265 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 | 8.26% | -0.38% | -5.16% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.26% | +0.06% | +15.33% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 3.05% | -0.18% | -6.56% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.75% | — | +8.63% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.29% | -0.34% | +9.71% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.05% | -0.12% | +23.99% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 2.03% | -0.07% | +5.92% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.67% | — | +3.39% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.56% | — | -5.51% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 1.53% | — | +5.21% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 1.36% | — | +16.61% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.30% | -0.12% | +6.27% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.30% | — | +0.82% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.22% | +0.04% | +7.00% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.11% | -0.11% | +5.72% | |
| 16 | AAPL | Apple INC | 股票-科技 | 0.94% | +0.13% | +6.26% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.93% | -0.30% | -13.16% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.88% | — | +2.70% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.86% | — | +2.01% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.82% | +0.19% | +15.42% | |
| 21 | ABBV | Abbvie INC | 股票-医疗保健 | 0.79% | — | -4.49% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.73% | — | +20.57% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.68% | +0.14% | +13.49% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.64% | — | -12.82% | |
| 25 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.64% | +0.06% | +6.25% | |
| 26 | BND | Vanguard Total Bond Market | ETF-其他 | 0.63% | — | +11.72% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.60% | +0.14% | -12.47% | |
| 28 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.59% | — | -1.16% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.59% | — | +27.34% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.57% | — | +8.93% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | — | +8.17% | |
| 32 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.57% | — | +0.99% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.55% | — | -2.98% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.52% | — | -54.60% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | -0.12% | -2.45% | |
| 36 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.51% | — | -5.29% | |
| 37 | ADBE | Adobe INC | 股票-科技 | 0.50% | — | +18.39% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.49% | — | -1.00% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.47% | — | -3.59% | |
| 40 | PM | Philip Morris International | 股票-非周期性消费 | 0.46% | — | +5.38% | |
| 41 | VZ | Verizon Communications INC | 股票-通信服务 | 0.45% | +0.07% | +21.36% | |
| 42 | IDV | Ishares International Select | ETF-其他 | 0.43% | — | -1.28% | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.42% | — | +1.21% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.42% | — | -17.14% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.41% | — | -3.60% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.40% | -0.09% | +6.48% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.39% | +0.40% | +20.56% | |
| 48 | INTU | Intuit INC | 股票-科技 | 0.39% | — | +6.22% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.39% | — | +13.95% | |
| 50 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.38% | — | +3.75% |