CIK: 0001082339
申报总市值
US$81.2亿
仅显示前 200 大持股（共 406 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 15.11% | -0.14% | +136.44% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 12.24% | +1.27% | +3.84% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-其他 | 6.59% | -0.21% | -2.86% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 5.94% | -0.58% | -3.69% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-其他 | 4.60% | — | +19.37% | |
| 6 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 4.46% | +0.08% | +34.06% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 3.97% | -1.30% | +37.69% | |
| 8 | AAPL | Apple INC | 股票-科技 | 3.02% | +0.02% | +27.35% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.86% | — | +155.71% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.72% | +0.42% | +20.08% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.38% | — | +680.57% | |
| 12 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.17% | +0.09% | -4.60% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.94% | — | -3.10% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.90% | — | -8.60% | |
| 15 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-其他 | 0.84% | — | -3.47% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.83% | — | +1.93% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 0.81% | +0.07% | -0.11% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.69% | -0.08% | -1.80% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.69% | — | -7.51% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.68% | +0.09% | +19.86% | |
| 21 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.58% | — | — | |
| 22 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.58% | — | -5.06% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.58% | — | -8.05% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.54% | — | +1.65% | |
| 25 | TSLA | Tesla INC | 股票-周期性消费 | 0.49% | +0.07% | +90.48% | |
| 26 | ACN | Accenture plc | 股票-科技 | 0.47% | -0.07% | -0.93% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.45% | — | -5.59% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | — | +20.42% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.42% | — | +8.56% | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 0.41% | — | +15.43% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.41% | +0.03% | +12.44% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.37% | — | -8.30% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.36% | -0.03% | -15.19% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.36% | — | +17.91% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.36% | -0.05% | +20.77% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.35% | — | -0.13% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.34% | — | -6.52% | |
| 38 | INTC | Intel CORP | 股票-科技 | 0.33% | — | +18.24% | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.33% | — | — | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.32% | — | +0.56% | |
| 41 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.31% | — | +19.51% | |
| 42 | PEP | Pepsico INC | 股票-非周期性消费 | 0.31% | — | +14.57% | |
| 43 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.30% | — | +8.73% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.29% | — | +280.96% | |
| 45 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.29% | +0.03% | +24.12% | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.29% | — | +7.84% | |
| 47 | BA | Boeing Co/the | 股票-工业 | 0.28% | — | -6.30% | |
| 48 | WMT | Walmart INC | 股票-非周期性消费 | 0.28% | +0.06% | +10.71% | |
| 49 | QCOM | Qualcomm INC | 股票-科技 | 0.28% | — | +543.12% | |
| 50 | PFE | Pfizer INC | 股票-医疗保健 | 0.28% | — | +17.76% |