CIK: 0001568787
申报总市值
US$134.0亿
仅显示前 200 大持股（共 1109 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 | 7.03% | — | +11.72% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 3.06% | -0.39% | +6.27% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.42% | — | +29.56% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.11% | — | +6.06% | |
| 5 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.91% | — | -2.13% | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.58% | -0.04% | +823.24% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.47% | -0.31% | +53.60% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.24% | -0.14% | -0.76% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.23% | — | +2.58% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.23% | — | +14.02% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.20% | — | -3.20% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.19% | — | +26.43% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.18% | +0.08% | +13.97% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.05% | +0.31% | +22.74% | |
| 15 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 0.94% | +0.06% | +22.52% | |
| 16 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.92% | — | -1.17% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.90% | — | +8.16% | |
| 18 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.86% | -0.22% | +2115.77% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.81% | — | +40.35% | |
| 20 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.79% | — | -2.80% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.76% | — | +2.68% | |
| 22 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.75% | +0.01% | +35.68% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.72% | — | +131.24% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.70% | +0.06% | +59.11% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.69% | -0.12% | -3.66% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.68% | — | +182.52% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.67% | +0.09% | +211.88% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | — | +36.14% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.64% | — | +17.38% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.61% | — | +10.02% | |
| 31 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.61% | — | +2.60% | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.58% | — | +293.10% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.57% | +0.03% | +69.67% | |
| 34 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.57% | — | -6.88% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.56% | — | +8.00% | |
| 36 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.55% | — | +14.57% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.55% | — | +304.55% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.54% | — | +7.76% | |
| 39 | VTV | Vanguard Value ETF | ETF-其他 | 0.54% | — | -1.98% | |
| 40 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.53% | — | +157.13% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.53% | +0.08% | +2.46% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | — | +90.86% | |
| 43 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.49% | — | +3.23% | |
| 44 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.47% | — | -1.35% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.46% | -0.32% | +10.63% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.45% | — | +1.42% | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.45% | — | +8.78% | |
| 48 | AVGO | Broadcom INC | 股票-科技 | 0.45% | — | +156.28% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.44% | — | +41.74% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.43% | — | +15.90% |