CIK: 0001082339
申报总市值
US$81.2亿
仅显示前 200 大持股（共 273 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 | 8.37% | -0.21% | +0.17% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 6.64% | -0.58% | -6.42% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.50% | +1.27% | -6.15% | |
| 4 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 5.43% | +0.08% | -5.53% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-其他 | 5.14% | — | +2.16% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 2.97% | +0.07% | -9.02% | |
| 7 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-其他 | 2.52% | — | +2.46% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.00% | — | -6.07% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.99% | -0.14% | +96.32% | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 1.81% | — | +1.17% | |
| 11 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.55% | +0.09% | +4.77% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.45% | — | +0.48% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.45% | — | +33.83% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.44% | — | +10.79% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.41% | — | -2.29% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.35% | — | -0.83% | |
| 17 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 1.35% | — | -1.75% | |
| 18 | SUB | Ishares Short-term National | ETF-其他 | 1.26% | — | +11.39% | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.26% | +0.02% | +6.44% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.11% | — | +57.67% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.06% | — | -8.10% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.05% | — | -0.39% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.95% | — | -1.64% | |
| 24 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.81% | -1.30% | +6.78% | |
| 25 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.77% | — | +25.12% | |
| 26 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.77% | — | -25.68% | |
| 27 | INTC | Intel CORP | 股票-科技 | 0.76% | — | -1.67% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.74% | +0.03% | +4.43% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.68% | — | -4.49% | |
| 30 | BA | Boeing Co/the | 股票-工业 | 0.68% | — | -7.51% | |
| 31 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.65% | +0.42% | -0.23% | |
| 32 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.65% | — | +10.88% | |
| 33 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.60% | — | +86.54% | |
| 34 | USB | US Bancorp | 股票-金融 | 0.60% | — | +3.11% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.59% | +0.09% | +2.96% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.53% | — | +6.12% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.53% | — | +90.52% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.52% | — | +2.42% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | — | +6.48% | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.49% | — | -1.83% | |
| 41 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.45% | — | +133.40% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.44% | — | +7.22% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.44% | — | +5.05% | |
| 44 | ✓ | Turtle Beach CORP | 股票-其他 | 0.43% | — | — | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.42% | — | +4.81% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | +0.10% | +1.86% | |
| 47 | MMM | 3m Co | 股票-工业 | 0.40% | — | +5.03% | |
| 48 | PEP | Pepsico INC | 股票-非周期性消费 | 0.40% | — | +6.12% | |
| 49 | CB | Chubb Limited | 股票-金融 | 0.39% | — | +31.15% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.37% | — | +313.48% |