CIK: 0001524566
申报总市值
US$103.6亿
仅显示前 200 大持股（共 1420 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 | 17.40% | +0.60% | -4.01% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 12.25% | -1.35% | +34.41% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-其他 | 11.17% | -0.38% | +4.35% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 7.60% | +0.28% | +20.69% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 6.99% | +1.10% | +6.68% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 4.71% | -0.24% | -14.09% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.23% | -0.11% | -14.45% | |
| 8 | PRIV | State Street IG Public & Private Credit ETF | ETF-其他 | 3.14% | — | +24.80% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.10% | -0.16% | +11.19% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.59% | +0.04% | +16.47% | |
| 11 | VDE | Vanguard Energy ETF | ETF-其他 | 2.15% | -0.42% | +124.01% | |
| 12 | XLE | Ss Energy Select Sector | ETF-其他 | 2.04% | -0.44% | +31.27% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.00% | -0.04% | -13.19% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.75% | +0.59% | -87.57% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.73% | -0.03% | +65.15% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.53% | +0.08% | +14.44% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.07% | -0.13% | -1.85% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.75% | -0.01% | +2172.79% | |
| 19 | TWTRUSD | Twitter INC | 股票-其他 | 0.67% | — | -3.89% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.59% | +0.01% | -47.92% | |
| 21 | AAPL | Apple INC | 股票-科技 | 0.43% | +0.09% | +58.54% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.40% | -0.01% | +331.50% | |
| 23 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 0.39% | — | -67.79% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.28% | -0.04% | +13.45% | |
| 25 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.28% | — | +28.50% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.21% | +0.04% | +57.48% | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.20% | +0.04% | +72.77% | |
| 28 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.20% | — | +82.44% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.16% | — | +275.19% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.16% | — | +103.77% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.16% | -0.02% | +237.60% | |
| 32 | BND | Vanguard Total Bond Market | ETF-其他 | 0.15% | — | -22.49% | |
| 33 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.14% | — | +63.23% | |
| 34 | GOOG | Alphabet A | 股票-通信服务 | 0.14% | — | +114.73% | |
| 35 | WFC | Wells Fargo & Co | 股票-金融 | 0.14% | — | +3.59% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.13% | +0.03% | +37.63% | |
| 37 | ✓ | Google INC Class C | 股票-其他 | 0.12% | — | +115.17% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.12% | +0.01% | +9.44% | |
| 39 | T | At&t INC | 股票-通信服务 | 0.11% | — | +49.68% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.11% | +0.01% | +72.12% | |
| 41 | MO | Altria Group INC | 股票-非周期性消费 | 0.11% | — | +175.47% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.11% | +0.01% | +101.14% | |
| 43 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.11% | — | +75.40% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.10% | — | +103.15% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.10% | +0.03% | +61.35% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.09% | — | +70.13% | |
| 47 | VZ | Verizon Communications INC | 股票-通信服务 | 0.09% | +0.01% | +230.58% | |
| 48 | C | Citigroup INC | 股票-金融 | 0.09% | +0.01% | +19.02% | |
| 49 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.09% | — | +233.03% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.09% | +0.01% | +51.91% |