CIK: 0001551017
申报总市值
US$48.2亿
仅显示前 200 大持股（共 1215 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 | 6.38% | -0.38% | -1.03% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 4.98% | -0.12% | +11.40% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 3.62% | +0.18% | +14.98% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.47% | +0.40% | +12.35% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 3.40% | +0.21% | +15.45% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.90% | -0.18% | +4.75% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.36% | — | +6.95% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.78% | — | +4.80% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.76% | +0.27% | +14.27% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.73% | -0.34% | -5.59% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.73% | +0.06% | +1.83% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.46% | +0.19% | +13.57% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.42% | -0.12% | -9.53% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.21% | — | +1.77% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.21% | — | +7.14% | |
| 16 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.19% | — | +9.64% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.18% | +0.17% | +10.18% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.12% | +0.32% | +13.51% | |
| 19 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.12% | +0.22% | +25.83% | |
| 20 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 1.09% | -0.17% | +14.44% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.99% | +0.04% | +4.16% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.95% | -0.07% | -6.31% | |
| 23 | VTV | Vanguard Value ETF | ETF-其他 | 0.94% | — | +5.44% | |
| 24 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.94% | — | +15.15% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.91% | — | -4.12% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.86% | -0.09% | -4.52% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.83% | — | +395.58% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.82% | -0.12% | +5.01% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.73% | -0.30% | -19.24% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.71% | — | -0.22% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.69% | — | -5.46% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.64% | -0.11% | -5.85% | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.64% | — | +10.04% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.63% | — | -4.78% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | -0.12% | +0.19% | |
| 36 | AAPL | Apple INC | 股票-科技 | 0.60% | +0.13% | -7.20% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.59% | — | -6.49% | |
| 38 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.58% | — | +24.90% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.55% | -0.09% | +4.41% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.54% | — | +4.43% | |
| 41 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.52% | — | +9.47% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | — | -1.27% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.46% | — | +56.00% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.44% | +0.14% | -10.86% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.43% | +0.16% | +15.68% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.43% | — | +7.00% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.40% | — | +2.95% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.39% | +0.14% | +14.39% | |
| 49 | ABBV | Abbvie INC | 股票-医疗保健 | 0.39% | — | -11.28% | |
| 50 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.39% | +0.06% | +4.21% |