CIK: 0001080107
申报总市值
US$165.0亿
仅显示前 200 大持股（共 1507 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% | +1.94% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 5.30% | -0.50% | -0.03% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 4.07% | +0.01% | +2.99% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.96% | +0.15% | +5.06% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.50% | -0.51% | +1.14% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.49% | -0.15% | -1.10% | |
| 7 | AVGO | Broadcom INC | 股票-科技 | 1.55% | -0.21% | -3.01% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.39% | — | +0.37% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.38% | +0.08% | +2.49% | |
| 10 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.26% | +0.06% | +4.67% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.24% | -0.10% | +0.59% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.06% | -0.08% | +4.18% | |
| 13 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.05% | — | +2.10% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.05% | -0.07% | -0.13% | |
| 15 | RTX | Rtx CORP | 股票-工业 | 1.04% | — | -1.43% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.02% | -0.06% | +2.92% | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.00% | +0.14% | -1.21% | |
| 18 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.95% | — | +4.87% | |
| 19 | CMI | Cummins INC | 股票-工业 | 0.95% | -0.06% | -3.37% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.91% | — | -1.20% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.91% | +0.07% | -1.29% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.85% | -0.06% | -24.73% | |
| 23 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.85% | — | +4.45% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.85% | -0.09% | -1.24% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | -0.10% | -0.24% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | -0.09% | +0.09% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.73% | — | +2.56% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.73% | +0.05% | +8.93% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.71% | — | +0.54% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.71% | +0.04% | +3.78% | |
| 31 | CB | Chubb Limited | 股票-金融 | 0.69% | — | +1.65% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.69% | -0.05% | +1.03% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.65% | -0.06% | -0.57% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.62% | — | +4.35% | |
| 35 | ADP | Automatic Data Processing | 股票-科技 | 0.60% | -0.06% | +3.74% | |
| 36 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.59% | — | +4.26% | |
| 37 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.56% | — | +0.61% | |
| 38 | SPGI | S&p Global INC | 股票-金融 | 0.56% | -0.05% | +1.01% | |
| 39 | NEE | Nextera Energy INC | 股票-公用事业 | 0.53% | +0.05% | +0.22% | |
| 40 | AMGN | Amgen INC | 股票-医疗保健 | 0.50% | — | +2.10% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.48% | — | +4.54% | |
| 42 | QCOM | Qualcomm INC | 股票-科技 | 0.48% | -0.12% | +2.39% | |
| 43 | PFE | Pfizer INC | 股票-医疗保健 | 0.47% | +0.07% | -1.39% | |
| 44 | PLD | Prologis INC | 股票-房地产 | 0.47% | — | +1.42% | |
| 45 | PEP | Pepsico INC | 股票-非周期性消费 | 0.45% | +0.04% | +23.67% | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.43% | -0.06% | +1.63% | |
| 47 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.43% | — | +1.06% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.42% | — | -1.41% | |
| 49 | FTHI | Fthi/first Trust Exchange-tr | ETF-其他 | 0.41% | — | +6.90% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.39% | +0.13% | -1.07% |