CIK: 0001568787
申报总市值
US$134.0亿
仅显示前 200 大持股（共 1277 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 | 7.61% | — | +3.26% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 3.51% | -0.39% | +2.33% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.49% | — | +8.93% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.01% | — | +1.63% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.76% | -0.31% | +4.19% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.75% | — | +4.30% | |
| 7 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.69% | — | -0.63% | |
| 8 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.56% | — | +0.46% | |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.55% | -0.04% | +14.48% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.23% | +0.08% | +5.12% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.20% | -0.14% | -1.02% | |
| 12 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 1.04% | +0.06% | +6.95% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.99% | — | -2.93% | |
| 14 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.97% | +0.01% | +19.85% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.97% | +0.31% | -1.99% | |
| 16 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.95% | -0.22% | +9.76% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.94% | — | -7.09% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | — | -2.24% | |
| 19 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.90% | — | +0.63% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.85% | — | -4.50% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.85% | — | +3.48% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.76% | — | -0.59% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.76% | +0.09% | +0.62% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.76% | +0.03% | +1.93% | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.74% | — | -1.50% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.74% | — | +4.29% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.72% | -0.12% | -1.09% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | — | +2.69% | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.70% | +0.06% | +3.93% | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 0.69% | — | -1.73% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.67% | -0.09% | -2.23% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.60% | — | -2.08% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.59% | — | +0.72% | |
| 34 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.58% | — | -1.51% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.57% | — | +1.30% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.57% | — | +4.66% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.56% | -0.32% | +2.38% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.55% | — | +2.24% | |
| 39 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.55% | — | -0.51% | |
| 40 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.52% | — | -2.83% | |
| 41 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.52% | — | -1.74% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.49% | +0.05% | -3.21% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.49% | +0.08% | +2.21% | |
| 44 | VTV | Vanguard Value ETF | ETF-其他 | 0.46% | — | -1.80% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.45% | — | +5.40% | |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.45% | — | +1.48% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.45% | +0.13% | +2.54% | |
| 48 | HD | Home Depot INC | 股票-周期性消费 | 0.45% | — | +43.05% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.44% | — | +1.16% | |
| 50 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.44% | — | -0.30% |