CIK: 0001524566
申报总市值
US$103.6亿
仅显示前 200 大持股（共 502 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 | 13.63% | +0.59% | +16.44% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 12.54% | -1.35% | +5.97% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 12.35% | +0.60% | +12.75% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 6.36% | -0.24% | +4.50% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.23% | +0.28% | +14.64% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 5.56% | +1.10% | +26.16% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 5.19% | -0.11% | +3.27% | |
| 8 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 4.06% | -0.31% | +44.07% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.89% | -0.38% | -25.31% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.73% | -0.16% | +11.43% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.60% | +0.01% | +21.37% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.59% | -0.04% | +1.02% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.33% | +0.66% | +191.81% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.31% | +0.04% | +10.66% | |
| 15 | XLE | Ss Energy Select Sector | ETF-其他 | 2.04% | -0.44% | +14.45% | |
| 16 | VDE | Vanguard Energy ETF | ETF-其他 | 1.97% | -0.42% | +8.69% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.41% | +0.08% | +11.45% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.97% | -0.03% | +0.31% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.55% | -0.01% | +5.16% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.48% | -0.13% | -7.78% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.43% | -0.04% | +36.24% | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.43% | +0.09% | +2.90% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.36% | -0.01% | -1.60% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.34% | +0.04% | +5.34% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.24% | +0.04% | +12.77% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.18% | — | +0.14% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.17% | +0.01% | +14.18% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.16% | +0.03% | +9.34% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.16% | — | +13.70% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.15% | +0.03% | +7.79% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.13% | — | +8.10% | |
| 32 | C | Citigroup INC | 股票-金融 | 0.13% | +0.01% | +8.66% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.11% | -0.02% | +23.39% | |
| 34 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.11% | — | +6.49% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.10% | — | +11.54% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.10% | +0.01% | +8.78% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.10% | — | +28.26% | |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.09% | — | +14.61% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.08% | — | -8.84% | |
| 40 | BA | Boeing Co/the | 股票-工业 | 0.08% | — | +14.29% | |
| 41 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.08% | +0.01% | +13.55% | |
| 42 | T | At&t INC | 股票-通信服务 | 0.08% | — | -15.40% | |
| 43 | WFC | Wells Fargo & Co | 股票-金融 | 0.08% | — | +15.74% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.07% | — | +7.49% | |
| 45 | PFE | Pfizer INC | 股票-医疗保健 | 0.07% | +0.01% | +13.41% | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.07% | -0.02% | +25.76% | |
| 47 | MO | Altria Group INC | 股票-非周期性消费 | 0.07% | — | +21.35% | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.07% | — | +28.85% | |
| 49 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.07% | — | +12.42% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.07% | +0.01% | +19.33% |