CIK: 0001080107
申报总市值
US$165.0亿
仅显示前 200 大持股（共 1281 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 | 7.79% | +0.16% | -2.40% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 5.51% | -0.50% | +2.89% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 3.82% | +0.01% | +3.67% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.08% | -0.15% | +0.13% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.53% | +0.15% | -0.77% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.32% | -0.51% | +0.63% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.83% | — | +1.83% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.55% | +0.08% | +2.89% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.47% | — | -1.28% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.17% | — | -6.58% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.10% | +0.04% | +4.70% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.10% | -0.06% | +59.27% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.10% | -0.07% | -6.10% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.07% | +0.14% | +1.24% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.03% | +0.07% | +3.62% | |
| 16 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.00% | — | +7.33% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.00% | — | +1.24% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.92% | -0.08% | +7.23% | |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.89% | — | +3.58% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.85% | +0.05% | +4.61% | |
| 21 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.82% | — | +0.80% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | -0.09% | +0.51% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.80% | — | -14.28% | |
| 24 | PEP | Pepsico INC | 股票-非周期性消费 | 0.79% | +0.04% | +0.75% | |
| 25 | QCOM | Qualcomm INC | 股票-科技 | 0.69% | -0.12% | +1.07% | |
| 26 | ADP | Automatic Data Processing | 股票-科技 | 0.66% | -0.06% | +1.90% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.62% | — | +7.24% | |
| 28 | RTX | Rtx CORP | 股票-工业 | 0.61% | — | +1.70% | |
| 29 | CB | Chubb Limited | 股票-金融 | 0.58% | — | +0.79% | |
| 30 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.58% | — | +5.41% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.57% | — | -4.81% | |
| 32 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.55% | +0.05% | +0.69% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.54% | — | -3.56% | |
| 34 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.54% | — | -2.54% | |
| 35 | INTC | Intel CORP | 股票-科技 | 0.53% | — | +12.24% | |
| 36 | AMGN | Amgen INC | 股票-医疗保健 | 0.53% | — | +12.51% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.52% | -0.09% | +5.90% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | -0.10% | -8.54% | |
| 39 | AVGO | Broadcom INC | 股票-科技 | 0.51% | -0.21% | +6.74% | |
| 40 | SPGI | S&p Global INC | 股票-金融 | 0.50% | -0.05% | -1.25% | |
| 41 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.50% | — | -3.71% | |
| 42 | NEE | Nextera Energy INC | 股票-公用事业 | 0.49% | +0.05% | +3.12% | |
| 43 | UNP | Union Pacific CORP | 股票-工业 | 0.49% | — | -2.91% | |
| 44 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.48% | — | +5.80% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.46% | +0.06% | +2.11% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.46% | +0.13% | -6.36% | |
| 47 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.45% | — | +4.48% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.44% | — | +0.39% | |
| 49 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 0.44% | — | +10.47% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.43% | -0.06% | +10.42% |