CIK: 0001082339
申报总市值
US$81.2亿
仅显示前 200 大持股（共 228 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 | 8.11% | +1.27% | -2.23% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-其他 | 8.09% | -0.21% | -3.66% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 7.84% | -0.58% | +2.20% | |
| 4 | VXF | Vanguard Extended Market ETF | ETF-其他 | 4.95% | — | -3.93% | |
| 5 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 4.72% | +0.08% | -5.07% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.84% | — | +601.53% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.90% | — | -11.93% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 2.85% | +0.07% | +0.49% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 2.35% | -1.30% | -3.17% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.19% | — | -0.98% | |
| 11 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 2.05% | — | -0.94% | |
| 12 | RWO | State Street Spdr Dow Jones | ETF-其他 | 1.98% | — | +16.90% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.85% | — | -1.80% | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.76% | — | -1.15% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.75% | — | +1.50% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.61% | — | -6.44% | |
| 17 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.54% | +0.09% | -9.36% | |
| 18 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-其他 | 1.37% | — | +1.09% | |
| 19 | INTC | Intel CORP | 股票-科技 | 1.22% | — | -11.04% | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.14% | +0.02% | -2.80% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.94% | — | -2.62% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.87% | +0.03% | -7.11% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.87% | — | +0.79% | |
| 24 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.69% | — | +67.23% | |
| 25 | BA | Boeing Co/the | 股票-工业 | 0.69% | — | -34.49% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | +0.10% | -10.29% | |
| 27 | CSCO | Cisco Systems INC | 股票-科技 | 0.55% | — | -6.95% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.51% | — | -0.22% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.50% | -0.14% | +167.85% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.50% | -0.03% | +1.89% | |
| 31 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.50% | +0.42% | -18.66% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.49% | — | -0.47% | |
| 33 | AMAT | Applied Materials INC | 股票-科技 | 0.49% | — | -6.95% | |
| 34 | T | At&t INC | 股票-通信服务 | 0.48% | — | +184.06% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.47% | — | +169.84% | |
| 36 | ABBV | Abbvie INC | 股票-医疗保健 | 0.46% | — | -3.48% | |
| 37 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.45% | — | -17.56% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | — | -12.44% | |
| 39 | WHR | Whirlpool CORP | 股票-周期性消费 | 0.43% | — | -0.15% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.41% | — | +0.05% | |
| 41 | USB | US Bancorp | 股票-金融 | 0.38% | — | -10.97% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.38% | — | -9.21% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.37% | +0.09% | -5.84% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.37% | — | +3.76% | |
| 45 | ITW | Illinois Tool Works | 股票-工业 | 0.37% | — | -7.06% | |
| 46 | AMGN | Amgen INC | 股票-医疗保健 | 0.36% | — | -6.01% | |
| 47 | HRSEUR | L3harris Technologies INC | 股票-其他 | 0.36% | — | +15.07% | |
| 48 | UPS | United Parcel Service-cl B | 股票-工业 | 0.36% | — | -1.03% | |
| 49 | HON | Honeywell International INC | 股票-工业 | 0.36% | — | -8.68% | |
| 50 | IP | International Paper Co | 股票-周期性消费 | 0.36% | — | -1.01% |