CIK: 0001082339
申报总市值
US$81.2亿
仅显示前 200 大持股（共 3538 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 | 9.15% | -0.14% | +1.64% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.38% | +1.27% | -38.22% | |
| 3 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 4.30% | — | +2.63% | |
| 4 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 4.13% | +0.08% | +3.77% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 3.97% | -1.30% | +3.16% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.88% | -0.07% | +5.41% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.62% | -0.21% | -1.40% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.54% | -0.03% | +43.31% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.35% | +0.02% | +1.34% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 2.34% | -0.58% | -3.87% | |
| 11 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 1.61% | -0.09% | -23.87% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.52% | -0.03% | +1.11% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.50% | +0.42% | +0.15% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.44% | — | +101.22% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.41% | -0.08% | +224.94% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.33% | — | +262.18% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.32% | — | +20.93% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 0.99% | +0.07% | -6.12% | |
| 19 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.97% | — | +4.43% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.83% | — | -26.16% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.80% | — | -0.91% | |
| 22 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.77% | — | — | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.72% | — | -22.56% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.72% | — | -7.24% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | +0.69% | +6.66% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.65% | -0.08% | +8.50% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.55% | — | -0.42% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.55% | — | -43.68% | |
| 29 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.53% | — | -5.53% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.51% | -0.03% | +121.66% | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.48% | +0.09% | +4.85% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | — | +0.53% | |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.47% | +0.06% | +610.97% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.45% | — | +0.36% | |
| 35 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.45% | — | +17.87% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.45% | — | +0.18% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.45% | — | -2.45% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | -0.05% | -0.56% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.41% | -0.10% | +1.19% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.41% | +0.10% | +3.59% | |
| 41 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.41% | +0.09% | +64.51% | |
| 42 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-其他 | 0.40% | — | -1.30% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.39% | — | +16.35% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.37% | — | -0.10% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.35% | +0.10% | +3.83% | |
| 46 | TSLA | Tesla INC | 股票-周期性消费 | 0.35% | +0.07% | -6.01% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.34% | — | -2.61% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.33% | — | +1.96% | |
| 49 | AVGO | Broadcom INC | 股票-科技 | 0.33% | +0.03% | +6.35% | |
| 50 | MA | Mastercard INC - A | 股票-金融 | 0.32% | -0.09% | -1.42% |