CIK: 0001551017
申报总市值
US$48.2亿
仅显示前 200 大持股（共 1208 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 | 7.19% | -0.38% | -11.19% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.17% | +0.06% | -5.35% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.94% | -0.18% | -23.07% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 2.64% | — | +28.19% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.41% | — | +38.78% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.16% | — | +0.24% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.92% | -0.12% | +19.88% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.87% | -0.34% | -5.58% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.44% | -0.30% | +47.30% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.41% | +0.04% | +40.44% | |
| 11 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.36% | — | -6.34% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.31% | — | +152.38% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 1.17% | — | -0.97% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.09% | -0.07% | -20.90% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.07% | — | +4.75% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.05% | — | +26.26% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.99% | +0.06% | +341.71% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.99% | — | -7.47% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.86% | — | -12.58% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.83% | — | +9.41% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.82% | — | +13.78% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.78% | -0.11% | -2.56% | |
| 23 | AAPL | Apple INC | 股票-科技 | 0.77% | +0.13% | -2.59% | |
| 24 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.76% | +0.19% | +10.74% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | -0.12% | +1.53% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.75% | — | +160.16% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.74% | — | -32.47% | |
| 28 | ABBV | Abbvie INC | 股票-医疗保健 | 0.72% | — | -4.00% | |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.71% | — | -7.51% | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.68% | -0.12% | -13.25% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.65% | +0.14% | -3.47% | |
| 32 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.65% | — | +21.65% | |
| 33 | PM | Philip Morris International | 股票-非周期性消费 | 0.62% | — | +0.39% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | — | +2.77% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.60% | +0.40% | -0.30% | |
| 36 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.58% | +0.06% | -18.72% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.57% | — | +5.41% | |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.52% | — | +132.61% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.50% | — | -1.94% | |
| 40 | BND | Vanguard Total Bond Market | ETF-其他 | 0.50% | — | -18.98% | |
| 41 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.45% | — | -15.65% | |
| 42 | VZ | Verizon Communications INC | 股票-通信服务 | 0.44% | +0.07% | -5.66% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.43% | — | +3.11% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.42% | +0.14% | -18.33% | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.41% | — | +3.91% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.40% | — | -7.57% | |
| 47 | USB | US Bancorp | 股票-金融 | 0.38% | — | -0.73% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.38% | — | -10.27% | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.38% | -0.08% | -4.50% | |
| 50 | DUK | Duke Energy CORP | 股票-公用事业 | 0.37% | — | +13.63% |