CIK: 0001483232
申报总市值
US$23.3亿
仅显示前 200 大持股（共 232 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 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 15.98% | — | -1.09% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 13.16% | — | — | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 10.44% | — | — | |
| 4 | EMLP | First Trust North American E | ETF-其他 | 7.78% | — | +4.68% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.88% | — | -0.73% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 4.28% | — | +5.65% | |
| 7 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 3.19% | — | -8.34% | |
| 8 | IAU | Ishares Gold Trust | ETF-避险与商品 | 3.07% | — | -18.05% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.30% | — | -19.24% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.93% | — | +125.58% | |
| 11 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-其他 | 1.67% | — | -12.20% | |
| 12 | PLD | Prologis INC | 股票-房地产 | 1.37% | — | +0.76% | |
| 13 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.33% | — | -4.02% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.22% | — | +6.10% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.18% | — | +1887.33% | |
| 16 | VZ | Verizon Communications INC | 股票-通信服务 | 1.07% | — | -1.13% | |
| 17 | UBER | Uber Technologies INC | 股票-工业 | 1.04% | — | -4.66% | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.92% | — | -6.45% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.85% | — | -12.64% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.80% | — | -4.25% | |
| 21 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.73% | — | -17.13% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.64% | — | +1882.32% | |
| 23 | 8QR | Confluent Inc-class A | 股票-其他 | 0.59% | — | -3.26% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.55% | — | -1.92% | |
| 25 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.55% | — | — | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.50% | — | -0.41% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.50% | — | +96.66% | |
| 28 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.46% | — | +0.15% | |
| 29 | XHC | Heritage Commerce CORP | 股票-其他 | 0.43% | — | — | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.43% | — | +0.61% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.40% | — | +42.73% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.36% | — | -2.43% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.35% | — | -70.42% | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.35% | — | +795.43% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.34% | — | -6.73% | |
| 36 | PRVA | Privia Health Group INC | 股票-其他 | 0.34% | — | — | |
| 37 | NUV | Nuveen Municipal Value | 股票-其他 | 0.33% | — | +70.42% | |
| 38 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.32% | — | +4.23% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.31% | — | -25.65% | |
| 40 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.29% | — | -7.36% | |
| 41 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.28% | — | +294.54% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.27% | — | +5.02% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.26% | — | +36.82% | |
| 44 | TSLA | Tesla INC | 股票-周期性消费 | 0.26% | — | +198.14% | |
| 45 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.25% | — | — | |
| 46 | SWAVUSD | Shockwave Medical INC | 股票-其他 | 0.24% | — | — | |
| 47 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.23% | — | +6.38% | |
| 48 | WEP | Magellan Midstream Partners | 股票-其他 | 0.22% | — | -9.48% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.22% | — | +13.85% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.22% | — | — |