CIK: 0001080107
申报总市值
US$165.0亿
仅显示前 200 大持股（共 1406 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 | 7.04% | +0.16% | +1.38% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 5.81% | -0.50% | -0.66% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 3.74% | +0.01% | +4.03% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.34% | +0.15% | +4.22% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.09% | -0.15% | +0.40% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.54% | -0.51% | +2.80% | |
| 7 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.44% | +0.08% | +2.88% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.39% | — | +3.37% | |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.38% | +0.06% | +4.38% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 1.32% | -0.21% | -1.01% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.26% | -0.06% | -0.25% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.20% | -0.07% | -0.60% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.19% | -0.08% | +2.44% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.14% | +0.14% | -0.40% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.12% | — | +1.41% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.08% | -0.10% | -2.21% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.02% | — | +2.16% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.96% | -0.06% | +1.39% | |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.91% | — | +1.78% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.89% | -0.09% | -1.36% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.84% | — | -0.36% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | -0.10% | -0.96% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.78% | — | +209.70% | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.76% | +0.04% | +1.86% | |
| 25 | RTX | Rtx CORP | 股票-工业 | 0.73% | — | -0.16% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.73% | — | +5.80% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.67% | -0.05% | +3.95% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.67% | +0.05% | +0.65% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.66% | -0.09% | +4.21% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | +0.07% | -4.68% | |
| 31 | CMI | Cummins INC | 股票-工业 | 0.65% | -0.06% | +0.03% | |
| 32 | ADP | Automatic Data Processing | 股票-科技 | 0.62% | -0.06% | +0.40% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.57% | — | +3.73% | |
| 34 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.57% | — | +3.13% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.54% | — | +3.99% | |
| 36 | CB | Chubb Limited | 股票-金融 | 0.54% | — | +2.13% | |
| 37 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.54% | — | +2.55% | |
| 38 | PEP | Pepsico INC | 股票-非周期性消费 | 0.54% | +0.04% | -1.75% | |
| 39 | QCOM | Qualcomm INC | 股票-科技 | 0.53% | -0.12% | +1.79% | |
| 40 | AMGN | Amgen INC | 股票-医疗保健 | 0.48% | — | +2.99% | |
| 41 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.46% | +0.05% | +1.11% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.46% | +0.13% | +5.18% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.45% | — | -2.96% | |
| 44 | SPGI | S&p Global INC | 股票-金融 | 0.45% | -0.05% | -0.39% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.45% | -0.06% | +0.63% | |
| 46 | PFE | Pfizer INC | 股票-医疗保健 | 0.38% | +0.07% | -2.51% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.38% | +0.12% | -1.73% | |
| 48 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.37% | — | -4.63% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.36% | -0.10% | -0.31% | |
| 50 | ABBV | Abbvie INC | 股票-医疗保健 | 0.36% | — | +1.29% |