CIK: 0001082339
申报总市值
US$81.2亿
仅显示前 200 大持股（共 328 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 | 9.02% | +1.27% | +0.66% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-其他 | 7.22% | -0.21% | -1.03% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 6.44% | -0.58% | -1.21% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.48% | -0.14% | +11.45% | |
| 5 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 4.07% | +0.08% | +1.24% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-其他 | 3.56% | — | -11.67% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.32% | — | +2.70% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.21% | — | -1.35% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.19% | — | -3.89% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.07% | +0.42% | +61.24% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 1.98% | +0.07% | -2.23% | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 1.65% | — | +4.85% | |
| 13 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 1.62% | — | +3.05% | |
| 14 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-其他 | 1.51% | — | -3.83% | |
| 15 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.49% | +0.09% | -1.35% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.37% | +0.02% | +1.90% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.35% | — | -19.91% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.32% | -0.08% | -1.60% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.23% | — | +9.13% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.07% | — | -2.85% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.94% | — | +0.36% | |
| 22 | BA | Boeing Co/the | 股票-工业 | 0.93% | — | -0.48% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.93% | — | -0.67% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.93% | — | -0.73% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.85% | — | -13.51% | |
| 26 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.79% | +1.56% | +9.54% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.76% | +0.09% | +0.36% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.73% | — | -1.64% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.73% | — | -2.47% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.68% | — | -4.44% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.64% | — | -7.42% | |
| 32 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.61% | — | -2.24% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.59% | +0.03% | +0.08% | |
| 34 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.58% | — | +24.32% | |
| 35 | SUB | Ishares Short-term National | ETF-其他 | 0.58% | — | +0.13% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.56% | — | -6.90% | |
| 37 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.54% | — | -0.96% | |
| 38 | ACN | Accenture plc | 股票-科技 | 0.52% | -0.07% | +45.61% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.51% | — | +18.59% | |
| 40 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.45% | — | -1.81% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.44% | — | -7.29% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | +0.10% | -1.40% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.43% | — | +0.17% | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.43% | — | -0.84% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | — | +5.19% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.40% | -0.03% | -3.89% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.40% | — | -1.37% | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.37% | — | +1.04% | |
| 49 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.37% | — | -0.61% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | -0.05% | +0.69% |