CIK: 0001082339
申报总市值
US$81.2亿
仅显示前 200 大持股（共 271 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 | MSFT | Microsoft CORP | 股票-科技 | 8.81% | +1.27% | -1.18% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-其他 | 7.63% | -0.21% | +21.61% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 7.34% | -0.58% | +32.59% | |
| 4 | VXF | Vanguard Extended Market ETF | ETF-其他 | 5.18% | — | +3.09% | |
| 5 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 5.08% | +0.08% | +1.75% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.63% | — | -4.32% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 3.15% | -1.30% | — | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.07% | — | +49.60% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 2.21% | +0.07% | +83.93% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.11% | — | +5.97% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.05% | — | +4.59% | |
| 12 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 1.94% | — | -39.18% | |
| 13 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.90% | +0.09% | +56.83% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.81% | — | +1089.05% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.78% | — | +7.44% | |
| 16 | RWO | State Street Spdr Dow Jones | ETF-其他 | 1.29% | — | +171.33% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.26% | +0.02% | +18.72% | |
| 18 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-其他 | 1.21% | — | -72.74% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.15% | — | — | |
| 20 | INTC | Intel CORP | 股票-科技 | 1.00% | — | +66.89% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.99% | — | +254.74% | |
| 22 | BA | Boeing Co/the | 股票-工业 | 0.98% | — | +83.83% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.90% | +0.03% | +45.88% | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.72% | — | +423.00% | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 0.71% | — | +84.61% | |
| 26 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.68% | — | +5.34% | |
| 27 | CSCO | Cisco Systems INC | 股票-科技 | 0.55% | — | -12.56% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | — | -1.65% | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.54% | — | -10.27% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.51% | -0.03% | +357.29% | |
| 31 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.51% | — | +972.97% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.49% | — | +5.32% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.45% | — | -8.11% | |
| 34 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.44% | — | -4.02% | |
| 35 | USB | US Bancorp | 股票-金融 | 0.42% | — | — | |
| 36 | LEG | Leggett & Platt INC | 股票-周期性消费 | 0.40% | — | -5.66% | |
| 37 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.40% | +0.09% | +500.87% | |
| 38 | HON | Honeywell International INC | 股票-工业 | 0.40% | — | -14.62% | |
| 39 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.39% | — | +2.73% | |
| 40 | AMAT | Applied Materials INC | 股票-科技 | 0.38% | — | -0.06% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.37% | — | +547.16% | |
| 42 | GM | General Motors Co | 股票-周期性消费 | 0.37% | — | -1.60% | |
| 43 | UPS | United Parcel Service-cl B | 股票-工业 | 0.37% | — | -9.81% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.36% | — | +29.25% | |
| 45 | UMPQUSD | Umpqua Holdings CORP | 股票-其他 | 0.36% | — | +9.49% | |
| 46 | AMGN | Amgen INC | 股票-医疗保健 | 0.36% | — | -2.78% | |
| 47 | IPG | Interpublic Group Of Cos INC | 股票-其他 | 0.36% | — | -13.53% | |
| 48 | PSX | Phillips 66 | 股票-能源 | 0.35% | — | -13.89% | |
| 49 | ITW | Illinois Tool Works | 股票-工业 | 0.35% | — | -18.57% | |
| 50 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.35% | — | -15.84% |