CIK: 0001082339
申报总市值
US$81.2亿
仅显示前 200 大持股（共 308 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 | 16.24% | +1.27% | -1.41% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-其他 | 8.71% | -0.21% | -2.84% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 7.81% | -0.58% | -3.37% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.79% | -0.14% | +0.03% | |
| 5 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 4.58% | +0.08% | +15.75% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-其他 | 4.09% | — | -14.71% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.46% | +0.02% | -1.20% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.88% | +0.42% | -2.62% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.52% | -1.30% | +450.55% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.26% | — | -3.91% | |
| 11 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.25% | +0.09% | -1.21% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.19% | — | -4.54% | |
| 13 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-其他 | 1.10% | — | -24.54% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.05% | — | -25.68% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 1.02% | +0.07% | -21.42% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.00% | — | -3.73% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.88% | — | -1.61% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.88% | -0.08% | -26.59% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.74% | — | -3.17% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.69% | — | +1.99% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.68% | +0.09% | -13.81% | |
| 22 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.63% | — | -5.85% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.60% | — | +1.24% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.60% | — | -2.34% | |
| 25 | ACN | Accenture plc | 股票-科技 | 0.60% | -0.07% | +2.28% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.52% | -0.03% | -14.18% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.50% | — | — | |
| 28 | INTC | Intel CORP | 股票-科技 | 0.49% | — | -6.38% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.49% | — | +123.11% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | +0.03% | -4.45% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.48% | — | +258.84% | |
| 32 | VZ | Verizon Communications INC | 股票-通信服务 | 0.48% | — | +0.54% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.44% | — | +3.73% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.43% | — | -11.27% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.40% | — | -0.85% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.40% | — | -15.91% | |
| 37 | BA | Boeing Co/the | 股票-工业 | 0.39% | — | -26.58% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.39% | — | +16.23% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.39% | -0.05% | +2.40% | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.36% | — | -5.07% | |
| 41 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.36% | — | -1.42% | |
| 42 | AMGN | Amgen INC | 股票-医疗保健 | 0.36% | — | -7.88% | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.34% | — | +1.20% | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.34% | — | +19.69% | |
| 45 | ABBV | Abbvie INC | 股票-医疗保健 | 0.34% | — | -3.53% | |
| 46 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.33% | — | -4.61% | |
| 47 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.33% | +0.03% | -2.28% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.32% | +0.10% | +6.51% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.32% | — | -9.74% | |
| 50 | MMM | 3m Co | 股票-工业 | 0.32% | — | +11.76% |