CIK: 0001082339
申报总市值
US$81.2亿
仅显示前 200 大持股（共 830 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 | 9.86% | -0.14% | +6.84% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.46% | +1.27% | +0.79% | |
| 3 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 4.50% | — | +11.42% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-其他 | 3.96% | -0.21% | +0.22% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 3.27% | -0.58% | +0.16% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.22% | -0.07% | +11.28% | |
| 7 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 3.08% | +0.08% | +6.34% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.31% | — | +2.79% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.27% | +0.02% | +0.32% | |
| 10 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 2.12% | -0.09% | +37.32% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.81% | — | -0.77% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.80% | -0.03% | +17.96% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.74% | — | -17.60% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.66% | — | +0.23% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.62% | -1.30% | +25.13% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.29% | +0.42% | -4.99% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.92% | — | +39.46% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.79% | — | -3.89% | |
| 19 | BND | Vanguard Total Bond Market | ETF-其他 | 0.72% | — | -25.21% | |
| 20 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.69% | — | -9.52% | |
| 21 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-其他 | 0.69% | — | -13.64% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 0.68% | +0.07% | -0.18% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.66% | — | -3.15% | |
| 24 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.65% | — | +27.63% | |
| 25 | HDEF | Xtrackers Msci Eafe High Div | ETF-其他 | 0.63% | — | -2.71% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.61% | — | -5.31% | |
| 27 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.61% | — | -1.66% | |
| 28 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.58% | -0.08% | -4.72% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.55% | — | +184.62% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.54% | — | -4.26% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.51% | — | +2.71% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.50% | — | -0.66% | |
| 33 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.49% | +0.09% | -17.11% | |
| 34 | RFG | Invesco S&p Midcap 400 Pure | ETF-其他 | 0.47% | — | -17.51% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | +0.69% | -0.14% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.43% | -0.03% | +2.76% | |
| 37 | TSLA | Tesla INC | 股票-周期性消费 | 0.42% | +0.07% | +6.17% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.39% | — | -0.60% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | +0.10% | +5.58% | |
| 40 | ROUS | Hartford Multifact US Eqty | ETF-其他 | 0.39% | — | -26.56% | |
| 41 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 0.38% | — | -28.42% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.35% | — | -0.03% | |
| 43 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.34% | — | +4.48% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.34% | — | +1.70% | |
| 45 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.33% | +0.09% | -26.16% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.33% | +0.10% | +6.11% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.33% | -0.05% | +0.68% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.33% | — | -0.04% | |
| 49 | HD | Home Depot INC | 股票-周期性消费 | 0.31% | — | +1.02% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.30% | +0.03% | -7.79% |