CIK: 0001551017
申报总市值
US$48.2亿
仅显示前 200 大持股（共 1212 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 | 8.14% | -0.38% | +5.07% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 5.65% | — | +62.07% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 3.75% | -0.18% | +3.10% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.52% | +0.06% | -9.56% | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 2.39% | +0.18% | +83.98% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.34% | — | +8.46% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.81% | -0.34% | -2.47% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.71% | +0.04% | +30.61% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.71% | — | +9.24% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.70% | -0.12% | -8.57% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.39% | — | +20.11% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.21% | — | +29.55% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.14% | — | +13.37% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.11% | -0.07% | -3.48% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 1.05% | — | -4.04% | |
| 16 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.03% | — | +3.12% | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 1.03% | — | -2.23% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.99% | — | +15.92% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.94% | — | -1.48% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.93% | — | +2.33% | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.93% | +0.17% | +57.24% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.90% | -0.11% | -7.57% | |
| 23 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.89% | +0.19% | +29.54% | |
| 24 | AAPL | Apple INC | 股票-科技 | 0.88% | +0.13% | +0.20% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.79% | — | +1.50% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.79% | -0.30% | -0.07% | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.79% | — | -13.70% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.77% | -0.12% | +4.80% | |
| 29 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.65% | — | +84.37% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.63% | — | +1.30% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.58% | -0.09% | -0.76% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | — | -4.76% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.56% | +0.14% | -2.27% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | -0.12% | -11.13% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.54% | +0.14% | +4.54% | |
| 36 | PM | Philip Morris International | 股票-非周期性消费 | 0.54% | — | -5.11% | |
| 37 | ABBV | Abbvie INC | 股票-医疗保健 | 0.49% | — | +0.41% | |
| 38 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.48% | — | +1.39% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.46% | -0.09% | +11.11% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.44% | +0.16% | +37.32% | |
| 41 | BND | Vanguard Total Bond Market | ETF-其他 | 0.44% | — | -6.16% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.40% | — | -4.21% | |
| 43 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.39% | — | -5.25% | |
| 44 | AMGN | Amgen INC | 股票-医疗保健 | 0.38% | — | -2.96% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.38% | — | +5.96% | |
| 46 | VZ | Verizon Communications INC | 股票-通信服务 | 0.38% | +0.07% | -7.02% | |
| 47 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.38% | +0.06% | -10.01% | |
| 48 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.37% | — | +12.99% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.36% | — | -22.49% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.36% | +0.40% | +7.15% |