CIK: 0001524566
申报总市值
US$103.6亿
仅显示前 200 大持股（共 1128 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 18.61% | +0.60% | -8.14% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-其他 | 11.89% | -0.38% | +17.08% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 11.73% | +0.59% | +17.48% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 10.21% | -1.35% | -13.99% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 6.62% | -0.24% | +36.46% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 6.04% | +1.10% | +298.32% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.01% | +0.28% | -10.04% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.97% | -0.11% | +723.35% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.72% | -0.16% | +15.89% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.27% | -0.04% | +427.34% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.94% | +0.04% | +20.91% | |
| 12 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 1.90% | — | +46.22% | |
| 13 | VDE | Vanguard Energy ETF | ETF-其他 | 1.87% | -0.42% | +20.96% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.19% | -0.03% | +239.97% | |
| 15 | TWTRUSD | Twitter INC | 股票-其他 | 1.17% | — | +9.91% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.15% | +0.08% | +22.15% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.11% | -0.13% | +26.11% | |
| 18 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.50% | +0.01% | -51.96% | |
| 19 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.32% | -0.04% | +46.51% | |
| 20 | BND | Vanguard Total Bond Market | ETF-其他 | 0.30% | — | +1.09% | |
| 21 | AAPL | Apple INC | 股票-科技 | 0.22% | +0.09% | +24.12% | |
| 22 | PFPT | Proofpoint INC | 股票-其他 | 0.21% | — | -5.19% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.15% | +0.04% | +27.19% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.13% | +0.03% | +37.03% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.12% | +0.03% | +19.39% | |
| 26 | WFC | Wells Fargo & Co | 股票-金融 | 0.11% | — | +22.76% | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.11% | — | +0.45% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.10% | — | +28.31% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.09% | — | +0.21% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.08% | +0.01% | +33.87% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.08% | -0.02% | +26.86% | |
| 32 | C | Citigroup INC | 股票-金融 | 0.08% | +0.01% | +39.84% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.07% | — | +68.41% | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.06% | — | +31.43% | |
| 35 | PEP | Pepsico INC | 股票-非周期性消费 | 0.06% | — | +32.20% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.06% | +0.01% | +28.82% | |
| 37 | UNP | Union Pacific CORP | 股票-工业 | 0.06% | — | +26.03% | |
| 38 | CELG | Celgene CORP | 股票-其他 | 0.06% | — | +36.64% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.06% | — | +9.62% | |
| 40 | HD | Home Depot INC | 股票-周期性消费 | 0.06% | — | +30.04% | |
| 41 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.05% | — | +29.73% | |
| 42 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.05% | +0.02% | -8.62% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.05% | — | +32.97% | |
| 44 | WMT | Walmart INC | 股票-非周期性消费 | 0.04% | — | +32.13% | |
| 45 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.04% | +0.01% | -2.14% | |
| 46 | GS | Goldman Sachs Group INC | 股票-金融 | 0.04% | — | +78.13% | |
| 47 | HPE | Hewlett-Packard Company | 股票-科技 | 0.04% | — | +62.16% | |
| 48 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.04% | — | -5.69% | |
| 49 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.04% | — | +60.38% | |
| 50 | DUK | Du Pont E I De Nemour&Co | 股票-公用事业 | 0.04% | — | +76.59% |