CIK: 0001080107
申报总市值
US$165.0亿
仅显示前 200 大持股（共 1324 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 | 7.16% | +0.16% | +1.90% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 5.85% | -0.50% | +0.46% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 3.97% | +0.01% | +2.29% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.45% | +0.15% | +19.68% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.14% | -0.15% | +0.30% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.63% | -0.51% | +2.32% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.64% | — | +0.56% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.48% | +0.06% | +3.08% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.46% | +0.08% | +3.82% | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.13% | — | +2.50% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.12% | -0.07% | +0.62% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.10% | -0.06% | -0.37% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.98% | — | +3.08% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.96% | — | +0.95% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.95% | +0.07% | +0.95% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.90% | +0.14% | -0.40% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.89% | — | +13.72% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | -0.09% | +1.49% | |
| 19 | PEP | Pepsico INC | 股票-非周期性消费 | 0.83% | +0.04% | -0.54% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.80% | -0.08% | +9.40% | |
| 21 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.77% | +0.04% | +2.98% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.76% | — | +3.17% | |
| 23 | AVGO | Broadcom INC | 股票-科技 | 0.74% | -0.21% | -5.94% | |
| 24 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.73% | +0.05% | -1.26% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.69% | +0.05% | -0.02% | |
| 26 | RTX | Rtx CORP | 股票-工业 | 0.68% | — | +3.88% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.66% | — | +2.36% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.64% | — | -42.16% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.61% | — | +4.21% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | -0.10% | -0.42% | |
| 31 | ADP | Automatic Data Processing | 股票-科技 | 0.58% | -0.06% | +1.56% | |
| 32 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.58% | — | +2.86% | |
| 33 | CMI | Cummins INC | 股票-工业 | 0.58% | -0.06% | +3.20% | |
| 34 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.56% | — | +3.67% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.56% | -0.06% | +3.45% | |
| 36 | QCOM | Qualcomm INC | 股票-科技 | 0.56% | -0.12% | +0.95% | |
| 37 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.53% | — | -4.04% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.49% | +0.13% | +4.86% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.49% | +0.06% | +0.99% | |
| 40 | CB | Chubb Limited | 股票-金融 | 0.49% | — | +0.33% | |
| 41 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.48% | — | -1.06% | |
| 42 | AMGN | Amgen INC | 股票-医疗保健 | 0.48% | — | +1.45% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.48% | -0.09% | +4.45% | |
| 44 | SPGI | S&p Global INC | 股票-金融 | 0.46% | -0.05% | -0.21% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.45% | -0.05% | -4.51% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.44% | -0.10% | -1.36% | |
| 47 | NEE | Nextera Energy INC | 股票-公用事业 | 0.43% | +0.05% | +1.70% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.42% | — | +0.76% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | +0.12% | +0.30% | |
| 50 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 0.40% | — | +1.25% |