CIK: 0001080628
申报总市值
US$66.6亿
仅显示前 200 大持股（共 814 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 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 3.74% | +0.16% | +2.95% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.54% | — | +6.84% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.90% | -0.13% | +6.36% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.85% | +0.25% | +0.50% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.75% | -0.25% | +13.13% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.60% | -0.01% | -9.61% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.09% | -0.03% | +10.68% | |
| 8 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 2.06% | +0.36% | +0.47% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.99% | +0.03% | -0.14% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.60% | +0.02% | -0.88% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.32% | — | +19.30% | |
| 12 | ✓ | Advisors Inner Circle Fd Iii | 股票-其他 | 1.31% | — | — | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.16% | +0.25% | +1.64% | |
| 14 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.16% | — | -1.39% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | — | +7.42% | |
| 16 | PEP | Pepsico INC | 股票-非周期性消费 | 1.02% | -0.05% | -0.86% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.99% | — | +0.05% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.87% | — | +2230.73% | |
| 19 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 0.86% | — | -14.93% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.86% | — | +10.07% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.85% | +0.10% | +8.74% | |
| 22 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.82% | — | -3.46% | |
| 23 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.79% | — | -1.71% | |
| 24 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.79% | -0.15% | +9.73% | |
| 25 | VTV | Vanguard Value ETF | ETF-其他 | 0.79% | — | +1.06% | |
| 26 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.78% | — | +17.26% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.76% | — | -0.48% | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.75% | -0.05% | +8.30% | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.73% | — | -0.43% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.68% | — | +12.08% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.64% | — | +8.63% | |
| 32 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.63% | -0.04% | -5.13% | |
| 33 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.62% | — | +5.05% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.62% | — | -0.61% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.62% | — | +12.39% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.61% | — | -26.63% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.60% | — | -13.13% | |
| 38 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.58% | — | -8.32% | |
| 39 | ACN | Accenture plc | 股票-科技 | 0.57% | — | -0.38% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.55% | — | +763.65% | |
| 41 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.53% | — | -20.00% | |
| 42 | NOC | Northrop Grumman CORP | 股票-工业 | 0.51% | — | -2.59% | |
| 43 | AMT | American Tower CORP | 股票-房地产 | 0.50% | — | +20.63% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.49% | — | -2.25% | |
| 45 | JECUSD | Jacobs Engineering Group INC | 股票-其他 | 0.47% | — | -1.18% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.47% | — | -0.52% | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.46% | -0.05% | +49.79% | |
| 48 | SU | Suncor Energy INC | 股票-能源 | 0.45% | +0.08% | -1.46% | |
| 49 | ABBV | Abbvie INC | 股票-医疗保健 | 0.45% | — | +10.45% | |
| 50 | INTU | Intuit INC | 股票-科技 | 0.44% | +0.08% | +0.21% |