CIK: 0001082339
申报总市值
US$81.2亿
仅显示前 200 大持股（共 822 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 | 9.69% | -0.14% | -3.98% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.20% | +1.27% | -1.49% | |
| 3 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 4.55% | — | +7.74% | |
| 4 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 3.83% | +0.08% | +25.02% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-其他 | 3.77% | -0.21% | -7.09% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.47% | -0.07% | +5.40% | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 3.35% | -0.58% | -4.20% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.51% | +0.02% | -0.70% | |
| 9 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 2.44% | -0.09% | +16.52% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.26% | — | +2.84% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 2.10% | -1.30% | +41.06% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.96% | -0.03% | +12.71% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.79% | — | +0.22% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.57% | — | -5.29% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.54% | — | -5.13% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.47% | +0.42% | -4.28% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.97% | — | +10.05% | |
| 18 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.90% | — | +48.47% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 0.78% | -0.03% | +24.81% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.74% | — | -5.27% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.67% | — | +2.03% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 0.66% | +0.07% | -1.02% | |
| 23 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-其他 | 0.63% | — | -6.58% | |
| 24 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.59% | — | -11.36% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.58% | -0.08% | -3.00% | |
| 26 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.58% | — | -0.29% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.58% | — | -0.38% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.53% | — | -0.18% | |
| 29 | BND | Vanguard Total Bond Market | ETF-其他 | 0.50% | — | -25.41% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.50% | — | -4.42% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.48% | — | -3.00% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.48% | — | -7.98% | |
| 33 | TSLA | Tesla INC | 股票-周期性消费 | 0.46% | +0.07% | -7.97% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.46% | +0.69% | -2.88% | |
| 35 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.44% | +0.09% | -1.16% | |
| 36 | HDEF | Xtrackers Msci Eafe High Div | ETF-其他 | 0.41% | — | -30.90% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.37% | — | -7.89% | |
| 38 | RFG | Invesco S&p Midcap 400 Pure | ETF-其他 | 0.36% | — | -23.42% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.36% | — | -1.37% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.36% | — | +0.98% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.36% | +0.10% | -2.07% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.35% | +0.10% | -3.73% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.34% | +0.09% | -1.80% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.33% | -0.05% | -0.40% | |
| 45 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.33% | — | -0.56% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.32% | — | -2.27% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.31% | +0.03% | +1.09% | |
| 48 | HD | Home Depot INC | 股票-周期性消费 | 0.30% | — | -3.16% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.29% | -0.07% | -3.42% | |
| 50 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.29% | +0.03% | -2.90% |