CIK: 0001551017
申报总市值
US$48.2亿
仅显示前 200 大持股（共 1211 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 | 8.19% | -0.38% | +4.35% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 4.14% | -0.18% | +4.77% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.58% | +0.06% | +0.90% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 2.23% | — | +20.53% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.08% | -0.34% | -2.74% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.08% | — | -9.12% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.87% | — | +2.19% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.70% | -0.12% | -4.42% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.47% | -0.07% | +1.52% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.40% | — | -3.51% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.13% | -0.12% | -2.91% | |
| 12 | VTV | Vanguard Value ETF | ETF-其他 | 1.13% | — | -14.60% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.12% | — | -7.74% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 1.11% | — | -15.88% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.05% | — | +3.68% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.96% | — | -0.45% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.95% | -0.30% | +4.81% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.94% | -0.11% | +1897.05% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.93% | +0.04% | -5.46% | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.92% | +0.13% | +0.95% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.84% | — | -4.65% | |
| 22 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.83% | — | +10.42% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.79% | — | +15.35% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.72% | — | +4.37% | |
| 25 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.71% | +0.19% | -9.64% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.69% | +0.14% | -1.74% | |
| 27 | ABBV | Abbvie INC | 股票-医疗保健 | 0.67% | — | -0.35% | |
| 28 | BND | Vanguard Total Bond Market | ETF-其他 | 0.66% | — | -2.82% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | -0.12% | +27.35% | |
| 30 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.60% | +0.06% | -7.48% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | — | -1.36% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.55% | +0.40% | +75.52% | |
| 33 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.55% | — | -11.25% | |
| 34 | PM | Philip Morris International | 股票-非周期性消费 | 0.55% | — | +12.41% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.54% | — | +1.72% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.52% | — | +3.97% | |
| 37 | VZ | Verizon Communications INC | 股票-通信服务 | 0.48% | +0.07% | +2.40% | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.47% | — | +9.00% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.45% | — | +1.19% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.45% | — | +1921.53% | |
| 41 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.45% | — | -7.00% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.44% | +0.14% | +3.63% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.43% | — | -6.01% | |
| 44 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.42% | — | +9.70% | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.42% | — | +1.42% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.40% | -0.08% | +1.81% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | — | +6.90% | |
| 48 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.40% | — | +2.47% | |
| 49 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.39% | +0.06% | +5.80% | |
| 50 | USB | US Bancorp | 股票-金融 | 0.38% | — | +11.86% |