CIK: 0001551017
申报总市值
US$48.2亿
仅显示前 200 大持股（共 1535 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 8.04% | -0.12% | +5.63% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.62% | +0.40% | +7.77% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.84% | -0.38% | -6.51% | |
| 4 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 4.73% | +0.18% | +7.95% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 3.49% | +0.21% | +4.91% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.30% | +0.17% | +14.98% | |
| 7 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 2.27% | -0.17% | +12.45% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.25% | — | +0.27% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 2.16% | +0.22% | +22.58% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 2.14% | +0.27% | +14.38% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.13% | +0.19% | +7.33% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.74% | -0.18% | +3.66% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.42% | -0.34% | -0.92% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.27% | +0.03% | +13.19% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.20% | +0.06% | +6.18% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.16% | +0.32% | -2.87% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.15% | -0.09% | +11.19% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.13% | +0.04% | +13.52% | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.10% | — | +15.48% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.07% | — | +14.19% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.05% | — | +0.94% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.04% | — | -1.29% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.02% | -0.12% | -8.39% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.94% | — | -6.41% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.86% | +0.16% | +18.76% | |
| 26 | VTV | Vanguard Value ETF | ETF-其他 | 0.81% | — | +1.58% | |
| 27 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 0.81% | -0.20% | +460.63% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.78% | -0.12% | -3.20% | |
| 29 | VUG | Vanguard Growth ETF | ETF-其他 | 0.72% | — | -8.30% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.68% | -0.09% | +0.44% | |
| 31 | AAPL | Apple INC | 股票-科技 | 0.68% | +0.13% | -0.98% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.67% | -0.07% | -11.27% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | -0.12% | -12.44% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.57% | — | +12.64% | |
| 35 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.56% | — | -5.41% | |
| 36 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.53% | — | +2.62% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.51% | -0.11% | +11.03% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.51% | — | +2.51% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.50% | — | -5.71% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.49% | — | -20.57% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.49% | -0.30% | -5.52% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.45% | — | +1.55% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.44% | — | +16.50% | |
| 44 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.42% | — | +2.06% | |
| 45 | AVGO | Broadcom INC | 股票-科技 | 0.41% | — | -20.15% | |
| 46 | ABBV | Abbvie INC | 股票-医疗保健 | 0.41% | — | -2.81% | |
| 47 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 0.39% | — | +14.80% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.38% | — | +3.96% | |
| 49 | PM | Philip Morris International | 股票-非周期性消费 | 0.35% | — | -6.22% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.35% | — | -6.87% |