CIK: 0001080107
申报总市值
US$165.0亿
仅显示前 200 大持股（共 985 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 | 8.70% | +0.16% | +6.92% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 6.38% | -0.50% | -1.46% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 4.07% | +0.01% | +72.63% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.07% | +0.15% | -7.70% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.30% | -0.51% | +2.14% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.22% | — | +6.60% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.14% | -0.15% | -1.74% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.68% | — | -7.64% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.22% | +0.07% | +9.61% | |
| 10 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.21% | +0.08% | +25.92% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.14% | -0.07% | -0.23% | |
| 12 | BCI | Abrdn Bloomberg All Commodit | ETF-其他 | 1.10% | — | +2.11% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.05% | — | +2.26% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.04% | -0.09% | +4.50% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.99% | — | +4.32% | |
| 16 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.98% | — | +5.72% | |
| 17 | PEP | Pepsico INC | 股票-非周期性消费 | 0.96% | +0.04% | +1.35% | |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.95% | +0.04% | +1.54% | |
| 19 | INTC | Intel CORP | 股票-科技 | 0.91% | — | -8.20% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.91% | +0.14% | +2.69% | |
| 21 | T | At&t INC | 股票-通信服务 | 0.89% | — | +5.53% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.88% | +0.05% | +16.34% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | — | +0.93% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.76% | — | +2.54% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.76% | — | +0.07% | |
| 26 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.73% | +0.05% | +1.17% | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.71% | -0.08% | +8.13% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.70% | -0.10% | +1.58% | |
| 29 | MMM | 3m Co | 股票-工业 | 0.66% | — | +12.17% | |
| 30 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.66% | — | -1.46% | |
| 31 | ADP | Automatic Data Processing | 股票-科技 | 0.65% | -0.06% | +2.68% | |
| 32 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.63% | — | +1.24% | |
| 33 | UTXZ | United Tech CORP | 股票-其他 | 0.62% | — | +1.93% | |
| 34 | NEE | Nextera Energy INC | 股票-公用事业 | 0.62% | +0.05% | -1.46% | |
| 35 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.61% | — | +7.17% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.61% | -0.06% | +119.34% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | -0.10% | +9.52% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.60% | — | +1.34% | |
| 39 | AMGN | Amgen INC | 股票-医疗保健 | 0.57% | — | +11.68% | |
| 40 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.56% | — | -0.10% | |
| 41 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.53% | — | +13.83% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.52% | — | +18.82% | |
| 43 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.52% | — | +4.22% | |
| 44 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.51% | — | +8.92% | |
| 45 | QCOM | Qualcomm INC | 股票-科技 | 0.51% | -0.12% | +7.95% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.49% | — | -2.11% | |
| 47 | VZ | Verizon Communications INC | 股票-通信服务 | 0.49% | +0.05% | +8.27% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | +0.12% | +5.79% | |
| 49 | CB | Chubb Limited | 股票-金融 | 0.46% | — | +14.85% | |
| 50 | UNP | Union Pacific CORP | 股票-工业 | 0.44% | — | +1.00% |