CIK: 0001632554
申报总市值
US$11.1亿
仅显示前 200 大持股（共 340 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 | VTV | Vanguard Value ETF | ETF-其他 | 12.65% | +0.31% | -4.14% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 10.87% | +0.30% | +7.98% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 9.13% | +0.64% | +10.52% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 7.99% | +0.13% | -2.49% | |
| 5 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 7.11% | — | — | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 5.40% | +0.53% | +10.39% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 4.78% | — | +63743.29% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 4.52% | +0.05% | +9.05% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.43% | +0.40% | +97.53% | |
| 10 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.66% | +0.26% | +5.65% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.61% | — | +4.29% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.52% | — | — | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.26% | — | +22.54% | |
| 14 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.25% | +0.04% | +27.83% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.13% | +0.05% | -1.01% | |
| 16 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.13% | — | +22.05% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.06% | — | +4.32% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.98% | — | +1.21% | |
| 19 | XLF | Ss Financial Select Sector | ETF-其他 | 0.84% | — | +8.67% | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.78% | -0.62% | -10.11% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.75% | — | +18.60% | |
| 22 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.67% | — | -16.73% | |
| 23 | INTC | Intel CORP | 股票-科技 | 0.62% | — | +16.35% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | -0.27% | -14.93% | |
| 25 | JKHY | Jack Henry & Associates INC | 股票-科技 | 0.52% | -0.18% | -21.25% | |
| 26 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.48% | — | +0.50% | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.42% | — | +3.78% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.39% | — | -8.79% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.38% | — | +10.27% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.35% | — | -14.26% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工业 | 0.35% | — | +5.05% | |
| 32 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.32% | — | +1.19% | |
| 33 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.31% | — | +7927.67% | |
| 34 | DE | Deere & Co | 股票-工业 | 0.31% | -0.06% | — | |
| 35 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.31% | — | -8.62% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.30% | — | +51.42% | |
| 37 | XLB | Ss Materials Select Sector | ETF-其他 | 0.30% | — | -3.31% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.29% | -0.06% | -4.74% | |
| 39 | PFE | Pfizer INC | 股票-医疗保健 | 0.29% | -0.11% | +110.56% | |
| 40 | ✓ | Ishares | 股票-其他 | 0.29% | — | — | |
| 41 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.29% | — | +0.06% | |
| 42 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.29% | +0.10% | +9.58% | |
| 43 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.28% | +0.06% | +8.39% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.28% | +0.06% | +5.38% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.28% | — | +1021.23% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.28% | — | +853.05% | |
| 47 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.27% | — | +17.12% | |
| 48 | COR | Cencora INC | 股票-医疗保健 | 0.26% | — | -12.13% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.26% | — | +40.52% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.26% | — | -11.16% |