CIK: 0001082339
申报总市值
US$81.2亿
仅显示前 200 大持股（共 809 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 | 9.41% | -0.14% | +0.63% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.72% | +1.27% | +1.69% | |
| 3 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 4.46% | — | +576.48% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-其他 | 4.02% | -0.21% | -3.10% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 3.04% | -0.58% | -5.68% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.95% | -0.07% | +40.11% | |
| 7 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 2.90% | +0.08% | -30.44% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.36% | — | +47.20% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.25% | — | -15.77% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.95% | +0.02% | -6.99% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.93% | — | +3.10% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.71% | — | -17.11% | |
| 13 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 1.63% | -0.09% | +93.66% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.55% | -0.03% | +37.62% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.36% | -1.30% | +36.24% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.20% | +0.42% | +44.30% | |
| 17 | BND | Vanguard Total Bond Market | ETF-其他 | 1.02% | — | -28.93% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.87% | — | -10.73% | |
| 19 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.83% | — | -24.84% | |
| 20 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-其他 | 0.81% | — | +2090.21% | |
| 21 | VTV | Vanguard Value ETF | ETF-其他 | 0.76% | +0.07% | +0.03% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.73% | — | -0.09% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.67% | — | +41.84% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.67% | — | -0.83% | |
| 25 | HDEF | Xtrackers Msci Eafe High Div | ETF-其他 | 0.66% | — | — | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.62% | -0.08% | +31.38% | |
| 27 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.62% | — | +14.39% | |
| 28 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.62% | +0.09% | -4.64% | |
| 29 | RFG | Invesco S&p Midcap 400 Pure | ETF-其他 | 0.61% | — | -14.13% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.59% | — | -0.97% | |
| 31 | ROUS | Hartford Multifact US Eqty | ETF-其他 | 0.56% | — | -27.76% | |
| 32 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 0.54% | — | -31.38% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.53% | — | -4.19% | |
| 34 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.52% | — | +79.75% | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.50% | — | -6.28% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | +0.69% | +6.17% | |
| 37 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.45% | +0.09% | -7.85% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.41% | +0.03% | +1.10% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | +0.10% | -9.78% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.40% | — | -3.96% | |
| 41 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.40% | — | -3.82% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.39% | — | +15.06% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.37% | — | +0.87% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.36% | — | -0.66% | |
| 45 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.33% | +0.03% | -6.85% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.33% | -0.05% | +8.82% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.32% | -0.07% | +0.98% | |
| 48 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股与成长 | 0.31% | — | -0.35% | |
| 49 | PFE | Pfizer INC | 股票-医疗保健 | 0.31% | — | -0.84% | |
| 50 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-其他 | 0.30% | — | -20.22% |