CIK: 0001082339
申报总市值
US$81.2亿
仅显示前 200 大持股（共 1063 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 | 9.44% | -0.14% | +0.67% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.97% | +1.27% | +1.25% | |
| 3 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 4.20% | — | +4.09% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.87% | -0.07% | +11.25% | |
| 5 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 3.82% | +0.08% | +7.11% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 3.74% | -1.30% | +33.99% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.79% | -0.21% | -0.81% | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 2.69% | -0.58% | -3.06% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.62% | +0.02% | +2.08% | |
| 10 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 2.30% | -0.09% | +54.24% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.87% | -0.03% | +3.47% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.73% | +0.42% | +2.10% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.67% | -0.03% | +1.40% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.14% | — | -21.03% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.10% | — | -2.65% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.03% | — | +11.89% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 1.03% | +0.07% | +5.18% | |
| 18 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.93% | — | +6.33% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.91% | — | -19.58% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.82% | — | +1.89% | |
| 21 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.77% | — | — | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.72% | — | +16.12% | |
| 23 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.71% | — | +66.01% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.63% | -0.08% | +1.61% | |
| 25 | TSLA | Tesla INC | 股票-周期性消费 | 0.59% | +0.07% | +9.94% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.58% | — | -1.21% | |
| 27 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.57% | — | -2.72% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.56% | — | +3.61% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | +0.69% | +6.19% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.48% | +0.10% | +2.28% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | — | +0.49% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.45% | -0.08% | +0.42% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.45% | — | +0.16% | |
| 34 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.45% | — | +1681.70% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.44% | +0.09% | +0.35% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.43% | +0.03% | +6.06% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.40% | -0.05% | +4.24% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.39% | — | -8.39% | |
| 39 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-其他 | 0.39% | — | -0.54% | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.38% | — | +167.76% | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.38% | -0.10% | +0.27% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.37% | — | -3.82% | |
| 43 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.36% | — | -5.21% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.34% | — | +0.61% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.34% | — | -8.25% | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.32% | — | +6.37% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.32% | — | +4.59% | |
| 48 | MA | Mastercard INC - A | 股票-金融 | 0.31% | -0.09% | +1.59% | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.31% | — | +2.44% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | +0.10% | -0.54% |