CIK: 0001524566
申报总市值
US$103.6亿
仅显示前 200 大持股（共 376 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 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 13.58% | -1.35% | +7.61% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 12.19% | +0.60% | +8.23% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 10.91% | +0.59% | +13.22% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-其他 | 9.05% | -0.38% | +16.72% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 8.88% | -0.24% | +11.34% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.37% | +0.28% | +11.79% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 5.35% | -0.11% | +22.93% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 4.27% | +1.10% | +17.68% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.29% | -0.04% | +18.02% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.97% | -0.16% | +14.42% | |
| 11 | XLE | Ss Energy Select Sector | ETF-其他 | 2.62% | -0.44% | +10.36% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.57% | +0.04% | +16.42% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.96% | +0.01% | +23.65% | |
| 14 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 1.84% | -0.31% | -2.46% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.52% | +0.08% | +15.18% | |
| 16 | VDE | Vanguard Energy ETF | ETF-其他 | 1.50% | -0.42% | +14.07% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.11% | -0.03% | +8.76% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.71% | -0.13% | +0.53% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.57% | -0.01% | +4.58% | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.42% | -0.04% | +16.37% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.39% | -0.01% | +5.13% | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.28% | +0.09% | +60.47% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.27% | +0.04% | +23.76% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.25% | — | -4.82% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.22% | +0.04% | +14.58% | |
| 26 | T | At&t INC | 股票-通信服务 | 0.20% | — | +0.09% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.20% | +0.03% | +5.72% | |
| 28 | TWTRUSD | Twitter INC | 股票-其他 | 0.19% | — | -37.45% | |
| 29 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.17% | — | -4.64% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.15% | — | +13.84% | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.15% | — | +24.24% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.13% | — | +25.22% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.13% | +0.03% | +22.69% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.12% | — | +13.26% | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 0.12% | +0.01% | -3.85% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.12% | +0.01% | +26.74% | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.10% | +0.01% | +7.55% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.10% | -0.02% | -1.01% | |
| 39 | PM | Philip Morris International | 股票-非周期性消费 | 0.10% | — | +7.85% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.10% | +0.01% | +23.96% | |
| 41 | PEP | Pepsico INC | 股票-非周期性消费 | 0.10% | — | +8.46% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.10% | — | +71.05% | |
| 43 | MO | Altria Group INC | 股票-非周期性消费 | 0.09% | — | -4.64% | |
| 44 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.09% | — | -6.04% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.09% | -0.02% | +25.58% | |
| 46 | C | Citigroup INC | 股票-金融 | 0.09% | +0.01% | +80.25% | |
| 47 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.08% | — | -7.96% | |
| 48 | AMGN | Amgen INC | 股票-医疗保健 | 0.08% | — | +21.67% | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.08% | +0.02% | +25.84% | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.08% | — | +2.89% |