CIK: 0001080107
申报总市值
US$165.0亿
仅显示前 200 大持股（共 1509 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 | 6.51% | +0.16% | +2.81% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 5.44% | -0.50% | +0.89% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 4.03% | +0.01% | +3.76% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.95% | +0.15% | +4.09% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.77% | -0.51% | +1.97% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.47% | -0.15% | +1.53% | |
| 7 | AVGO | Broadcom INC | 股票-科技 | 1.59% | -0.21% | -11.36% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.39% | — | +0.34% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.38% | +0.08% | +2.67% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.29% | -0.10% | +2.08% | |
| 11 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.26% | +0.06% | +3.90% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.16% | -0.06% | +0.03% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.13% | +0.14% | +2.70% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.09% | -0.07% | -0.14% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.07% | — | +1.84% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.01% | -0.08% | +2.97% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.01% | -0.06% | +6.79% | |
| 18 | RTX | Rtx CORP | 股票-工业 | 1.00% | — | -1.85% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.96% | — | +3.59% | |
| 20 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.91% | — | +2.43% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.86% | +0.07% | +1.35% | |
| 22 | CMI | Cummins INC | 股票-工业 | 0.85% | -0.06% | -4.69% | |
| 23 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.84% | — | +5.58% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | -0.10% | +0.32% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | -0.09% | +0.07% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.73% | — | +5.78% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.72% | — | -0.06% | |
| 28 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.71% | +0.04% | +4.74% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.70% | -0.05% | +3.53% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.70% | -0.09% | -0.04% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.69% | +0.05% | +9.72% | |
| 32 | ADP | Automatic Data Processing | 股票-科技 | 0.68% | -0.06% | +4.01% | |
| 33 | CB | Chubb Limited | 股票-金融 | 0.64% | — | +6.28% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.62% | — | +7.50% | |
| 35 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.57% | — | +7.63% | |
| 36 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.56% | — | +1.13% | |
| 37 | SPGI | S&p Global INC | 股票-金融 | 0.54% | -0.05% | +4.34% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.53% | -0.06% | +3.77% | |
| 39 | NEE | Nextera Energy INC | 股票-公用事业 | 0.52% | +0.05% | +6.19% | |
| 40 | PFE | Pfizer INC | 股票-医疗保健 | 0.51% | +0.07% | +2.29% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.48% | — | +4.56% | |
| 42 | QCOM | Qualcomm INC | 股票-科技 | 0.48% | -0.12% | +3.18% | |
| 43 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.46% | — | +8.04% | |
| 44 | AMGN | Amgen INC | 股票-医疗保健 | 0.44% | — | +2.63% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.44% | — | -1.94% | |
| 46 | PLD | Prologis INC | 股票-房地产 | 0.43% | — | +16.69% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.42% | +0.13% | +4.18% | |
| 48 | ACN | Accenture plc | 股票-科技 | 0.41% | -0.06% | +17.40% | |
| 49 | FTHI | Fthi/first Trust Exchange-tr | ETF-其他 | 0.40% | — | +5.53% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.40% | — | +1.92% |