CIK: 0001082339
申报总市值
US$81.2亿
仅显示前 200 大持股（共 313 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% | -2.35% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-其他 | 7.38% | -0.21% | +2.22% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 6.56% | -0.58% | -2.34% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.99% | -0.14% | +6.57% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-其他 | 4.12% | — | -1.29% | |
| 6 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 4.09% | +0.08% | +24.89% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.34% | — | +0.86% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.33% | — | -2.93% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.27% | — | +1.50% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 2.06% | +0.07% | -1.55% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.72% | — | +2.13% | |
| 12 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-其他 | 1.65% | — | -2.05% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 1.61% | — | -20.86% | |
| 14 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 1.51% | — | +2.02% | |
| 15 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.41% | +0.09% | +4.14% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.37% | -0.08% | +1.67% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.36% | +0.02% | — | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.27% | +0.42% | +3.67% | |
| 19 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.14% | — | +0.10% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.14% | — | +29.84% | |
| 21 | BA | Boeing Co/the | 股票-工业 | 1.03% | — | -0.80% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.02% | — | +1.56% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.97% | — | +5.47% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.95% | — | +3.43% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.95% | — | -0.59% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.78% | — | -6.87% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.77% | — | -4.31% | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.75% | +1.56% | +5.63% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.73% | +0.09% | +1.67% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.71% | — | -6.77% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.69% | — | -4.05% | |
| 32 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.63% | — | -19.94% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.63% | — | -5.93% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.63% | +0.03% | -0.20% | |
| 35 | SUB | Ishares Short-term National | ETF-其他 | 0.61% | — | -1.36% | |
| 36 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.58% | — | -3.89% | |
| 37 | INTC | Intel CORP | 股票-科技 | 0.51% | — | -10.19% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | +0.10% | +11.30% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.48% | — | -1.68% | |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.47% | — | +37.22% | |
| 41 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.47% | — | -6.07% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.45% | — | -1.21% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.45% | — | +4.39% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.43% | -0.03% | +1.35% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.40% | — | +7.26% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | — | -1.51% | |
| 47 | VZ | Verizon Communications INC | 股票-通信服务 | 0.37% | — | -8.94% | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.36% | — | -11.67% | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.36% | -0.07% | -4.88% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.36% | — | -8.29% |