CIK: 0001568787
申报总市值
US$134.0亿
仅显示前 200 大持股（共 981 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.36% | — | +5.90% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 4.04% | -0.39% | +3.68% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.67% | — | +24.56% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.54% | — | +3.67% | |
| 5 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 2.47% | — | -2.42% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.67% | -0.14% | -0.55% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.58% | — | -3.70% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.54% | — | +7.73% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.48% | — | +160.24% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.45% | +0.08% | +10.74% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.36% | -0.31% | +34.17% | |
| 12 | VONE | Vanguard Russell 1000 | ETF-其他 | 1.24% | — | -2.28% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.16% | — | +3.50% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.13% | +0.31% | +19.34% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.11% | — | +3.45% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.08% | — | -3.11% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.03% | — | +111.05% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.00% | -0.12% | +5.22% | |
| 19 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 1.00% | +0.06% | +12.39% | |
| 20 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.85% | — | -4.00% | |
| 21 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.79% | — | +6.82% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.74% | — | +14.17% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.72% | — | +10.71% | |
| 24 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.70% | +0.01% | +147.49% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.69% | — | +9.09% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.69% | — | +144.23% | |
| 27 | VTV | Vanguard Value ETF | ETF-其他 | 0.68% | — | -2.17% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.64% | +0.08% | +2.03% | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.64% | +0.06% | +27.59% | |
| 30 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.63% | — | -2.76% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.62% | — | +217.77% | |
| 32 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.61% | — | +13.42% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | — | +29.41% | |
| 34 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.59% | — | -8.92% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.58% | -0.32% | +12.09% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.57% | +0.13% | +37.68% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.55% | — | +12.86% | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.54% | — | +89.60% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.52% | — | +1078.31% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.52% | +0.03% | +13.20% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.50% | — | +16.42% | |
| 42 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.47% | — | +163.29% | |
| 43 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.42% | — | +33.84% | |
| 44 | WMT | Walmart INC | 股票-非周期性消费 | 0.42% | — | +53.07% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.42% | — | +216.60% | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.41% | — | +23.30% | |
| 47 | ECL | Ecolab INC | 股票-原材料 | 0.41% | — | -1.31% | |
| 48 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.41% | — | +2193.57% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.41% | -0.09% | +117.84% | |
| 50 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.40% | — | +8.96% |