CIK: 0001524566
申报总市值
US$103.6亿
仅显示前 200 大持股（共 459 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 13.36% | +0.59% | +16.19% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 13.30% | -1.35% | +15.81% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 12.53% | +0.60% | +14.68% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 6.79% | -0.24% | +9.25% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-其他 | 6.43% | -0.38% | +15.17% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.10% | +0.28% | +16.85% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 5.28% | -0.11% | +16.23% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 4.55% | +1.10% | +9.92% | |
| 9 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 3.92% | -0.31% | +16.77% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.90% | -0.16% | +18.25% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.60% | -0.04% | +12.97% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.48% | +0.04% | +16.25% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.13% | +0.01% | +25.64% | |
| 14 | XLE | Ss Energy Select Sector | ETF-其他 | 1.91% | -0.44% | +7.37% | |
| 15 | VDE | Vanguard Energy ETF | ETF-其他 | 1.87% | -0.42% | +54.76% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.49% | +0.08% | +17.82% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.14% | -0.03% | +13.49% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.65% | -0.13% | -0.25% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.58% | -0.01% | +12.56% | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.46% | +0.09% | +13.04% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.43% | -0.01% | +10.83% | |
| 22 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.37% | -0.04% | +51.14% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.31% | +0.04% | +13.34% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.23% | +0.04% | +16.65% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.18% | +0.03% | +25.59% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.18% | — | +19.16% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.14% | — | +3.18% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.14% | +0.01% | +3.55% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.14% | — | +6.17% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.13% | +0.03% | +16.53% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.13% | — | +13.07% | |
| 32 | C | Citigroup INC | 股票-金融 | 0.12% | +0.01% | +22.28% | |
| 33 | T | At&t INC | 股票-通信服务 | 0.12% | — | -8.22% | |
| 34 | XYZ | Block INC | 股票-金融 | 0.12% | -0.05% | +14.69% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.12% | — | -29.67% | |
| 36 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.11% | — | +11.76% | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.11% | +0.01% | +21.73% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.10% | — | -1.01% | |
| 39 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.09% | — | +25.39% | |
| 40 | HD | Home Depot INC | 股票-周期性消费 | 0.09% | — | +11.55% | |
| 41 | MO | Altria Group INC | 股票-非周期性消费 | 0.09% | — | +3.63% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.09% | +0.01% | +23.29% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.09% | -0.02% | +2.65% | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.09% | — | +33.91% | |
| 45 | PM | Philip Morris International | 股票-非周期性消费 | 0.09% | — | +12.57% | |
| 46 | TWTRUSD | Twitter INC | 股票-其他 | 0.08% | — | -7.79% | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.08% | — | +12.01% | |
| 48 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.08% | — | -28.08% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.07% | — | +9.50% | |
| 50 | MMM | 3m Co | 股票-工业 | 0.07% | — | +17.79% |