CIK: 0001082339
申报总市值
US$81.2亿
仅显示前 200 大持股（共 287 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 | 8.29% | +1.27% | +26.14% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-其他 | 7.93% | -0.21% | +6.09% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 7.24% | -0.58% | +4.87% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.44% | -0.14% | +52.27% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-其他 | 4.48% | — | +0.62% | |
| 6 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 4.48% | +0.08% | -13.39% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.61% | — | +12.44% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.52% | — | +14.63% | |
| 9 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-其他 | 2.15% | — | -17.66% | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 2.12% | — | +8.64% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 1.72% | +0.07% | -23.09% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.53% | +0.02% | +9.49% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.48% | — | +64.62% | |
| 14 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 1.34% | — | +32.93% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.33% | — | +0.63% | |
| 16 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.31% | +0.09% | -3.12% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.24% | — | +0.57% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.21% | — | -5.04% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.18% | +0.42% | +16.47% | |
| 20 | BA | Boeing Co/the | 股票-工业 | 1.17% | — | -7.16% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.93% | — | -0.59% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.89% | — | -4.35% | |
| 23 | SUB | Ishares Short-term National | ETF-其他 | 0.89% | — | -0.16% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.88% | — | -5.10% | |
| 25 | INTC | Intel CORP | 股票-科技 | 0.74% | — | -23.15% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.71% | — | -25.12% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.67% | +0.09% | +4.89% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.65% | — | +21.31% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.64% | — | +0.55% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.61% | — | +82.76% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.59% | +0.03% | -2.34% | |
| 32 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.57% | — | +8.58% | |
| 33 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.56% | — | -13.64% | |
| 34 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.55% | — | +1.05% | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.50% | — | -4.32% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | — | -1.31% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.46% | -0.03% | -1.73% | |
| 38 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.43% | — | +30.53% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.42% | — | -1.22% | |
| 40 | HD | Home Depot INC | 股票-周期性消费 | 0.40% | — | -6.02% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.39% | — | +2.34% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.38% | -0.07% | -3.30% | |
| 43 | ABBV | Abbvie INC | 股票-医疗保健 | 0.38% | — | -12.41% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.38% | -0.03% | +151.19% | |
| 45 | MMM | 3m Co | 股票-工业 | 0.37% | — | -3.85% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | -0.05% | -0.19% | |
| 47 | PFE | Pfizer INC | 股票-医疗保健 | 0.37% | — | +4.27% | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.36% | — | -14.96% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.36% | — | -2.70% | |
| 50 | VZ | Verizon Communications INC | 股票-通信服务 | 0.35% | — | +2.76% |