CIK: 0001082339
申报总市值
US$81.2亿
仅显示前 200 大持股（共 252 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 | VV | Vanguard Large-cap ETF | ETF-其他 | 8.71% | -0.21% | +9.92% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 7.27% | -0.58% | +5.39% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 7.08% | +1.27% | -5.77% | |
| 4 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 5.96% | +0.08% | +6.31% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-其他 | 5.26% | — | +1.44% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 3.46% | +0.07% | +3.87% | |
| 7 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-其他 | 2.48% | — | -0.91% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.22% | — | — | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 1.90% | — | — | |
| 10 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.58% | +0.09% | -0.15% | |
| 11 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 1.56% | — | +6.64% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.51% | — | +0.62% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.51% | — | +24.78% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.42% | — | -10.69% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.37% | — | +331.35% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.26% | +0.02% | -4.39% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.22% | — | +1.73% | |
| 18 | SUB | Ishares Short-term National | ETF-其他 | 1.21% | — | — | |
| 19 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.15% | — | +209.45% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.10% | — | -0.22% | |
| 21 | RWO | State Street Spdr Dow Jones | ETF-其他 | 1.09% | — | -35.02% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.06% | -0.14% | +122.48% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.01% | — | -30.91% | |
| 24 | INTC | Intel CORP | 股票-科技 | 0.89% | — | -8.57% | |
| 25 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.81% | -1.30% | -21.62% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.73% | — | +22.08% | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.72% | — | — | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | +0.03% | -6.63% | |
| 29 | BA | Boeing Co/the | 股票-工业 | 0.70% | — | +0.21% | |
| 30 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.66% | — | +1610.72% | |
| 31 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.64% | +0.42% | +23.94% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.64% | +0.09% | +0.92% | |
| 33 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.63% | — | — | |
| 34 | USB | US Bancorp | 股票-金融 | 0.61% | — | -8.90% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.53% | — | -41.72% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.53% | — | +9.98% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.52% | — | -7.84% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | — | -3.72% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.46% | — | +11.96% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.45% | — | +3.68% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | +0.10% | +2.11% | |
| 42 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.43% | — | +1.97% | |
| 43 | HD | Home Depot INC | 股票-周期性消费 | 0.41% | — | -11.77% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.39% | -0.05% | +7.49% | |
| 45 | PEP | Pepsico INC | 股票-非周期性消费 | 0.39% | — | +12.69% | |
| 46 | MMM | 3m Co | 股票-工业 | 0.38% | — | +11.54% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.36% | — | +1.63% | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.36% | +0.03% | +7.59% | |
| 49 | PFE | Pfizer INC | 股票-医疗保健 | 0.36% | — | +3.11% | |
| 50 | VZ | Verizon Communications INC | 股票-通信服务 | 0.35% | — | +6.42% |