CIK: 0001080107
申报总市值
US$165.0亿
仅显示前 200 大持股（共 1031 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 | VTV | Vanguard Value ETF | ETF-其他 | 9.07% | +0.16% | +1.05% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 6.23% | -0.50% | +0.14% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.68% | +0.15% | +4.55% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 2.57% | +0.01% | +4.23% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.28% | — | -1.19% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.08% | -0.15% | +1.84% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.86% | -0.51% | +3.76% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.48% | — | +4.46% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.47% | — | +4.26% | |
| 10 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.25% | +0.08% | +3.65% | |
| 11 | BCI | Abrdn Bloomberg All Commodit | ETF-其他 | 1.16% | — | +2.16% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.10% | -0.07% | +3.36% | |
| 13 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.06% | — | +3.13% | |
| 14 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.03% | +0.04% | +2.24% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.02% | +0.07% | +7.25% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.96% | -0.09% | +3.60% | |
| 17 | T | At&t INC | 股票-通信服务 | 0.94% | — | +3.83% | |
| 18 | INTC | Intel CORP | 股票-科技 | 0.91% | — | +3.53% | |
| 19 | PEP | Pepsico INC | 股票-非周期性消费 | 0.89% | +0.04% | +2.66% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.87% | — | +8.00% | |
| 21 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.85% | — | +4.93% | |
| 22 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.83% | — | +4.40% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.82% | +0.05% | +11.24% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.82% | — | +11.91% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | — | +3.62% | |
| 26 | UTXZ | United Tech CORP | 股票-其他 | 0.80% | — | +3.90% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.79% | — | +4.35% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.75% | +0.14% | +3.13% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.71% | -0.10% | +5.61% | |
| 30 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.70% | +0.05% | +3.29% | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.69% | -0.10% | +1.03% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.68% | +0.12% | +1.74% | |
| 33 | ADP | Automatic Data Processing | 股票-科技 | 0.66% | -0.06% | +3.16% | |
| 34 | MMM | 3m Co | 股票-工业 | 0.63% | — | +2.71% | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.61% | — | +4.93% | |
| 36 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.61% | — | +3.63% | |
| 37 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.56% | — | +2.94% | |
| 38 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.55% | — | +4.86% | |
| 39 | EMR | Emerson Electric Co | 股票-工业 | 0.55% | — | -0.03% | |
| 40 | BA | Boeing Co/the | 股票-工业 | 0.55% | — | +6.74% | |
| 41 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.54% | — | +4.75% | |
| 42 | NEE | Nextera Energy INC | 股票-公用事业 | 0.52% | +0.05% | +5.87% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.52% | — | -3.06% | |
| 44 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.51% | -0.08% | +4.86% | |
| 45 | QCOM | Qualcomm INC | 股票-科技 | 0.50% | -0.12% | -0.52% | |
| 46 | AMGN | Amgen INC | 股票-医疗保健 | 0.50% | — | +2.20% | |
| 47 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.48% | — | -1.41% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.47% | — | +8.17% | |
| 49 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.47% | — | +6.87% | |
| 50 | UNP | Union Pacific CORP | 股票-工业 | 0.47% | — | +2.91% |