CIK: 0001278573
申报总市值
US$38.5亿
仅显示前 200 大持股（共 253 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 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.14% | +0.07% | +42.60% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.61% | -0.07% | -15.12% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 3.41% | — | +23.90% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.03% | +0.06% | +45.31% | |
| 5 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股与成长 | 3.02% | — | +18.36% | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.89% | — | +24.05% | |
| 7 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.81% | -0.14% | +102.71% | |
| 8 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 2.40% | -0.20% | +29.56% | |
| 9 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 2.33% | — | +6.74% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.19% | +0.29% | +7.12% | |
| 11 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 2.13% | — | +12.74% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.93% | +0.26% | +67.62% | |
| 13 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.92% | — | +69.51% | |
| 14 | SYK | Stryker CORP | 股票-医疗保健 | 1.81% | — | +50.11% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 1.79% | — | +20.18% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.75% | +0.05% | +72.47% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.72% | +0.22% | +64.46% | |
| 18 | ✓ | Guggenheim | 股票-其他 | 1.65% | — | +29.57% | |
| 19 | AAPL | Apple Computer | 股票-科技 | 1.63% | — | -13.03% | |
| 20 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.57% | — | +59.18% | |
| 21 | BAX | Baxter International Inc. | 股票-医疗保健 | 1.56% | — | +58.19% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.55% | +0.19% | +893.26% | |
| 23 | C | Citigroup INC | 股票-金融 | 1.51% | — | +146.61% | |
| 24 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 1.51% | — | +35.01% | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 1.50% | — | +39.99% | |
| 26 | ABBV | Abbvie INC | 股票-医疗保健 | 1.50% | — | +10.99% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 1.46% | — | +46.56% | |
| 28 | MA | Mastercard INC - A | 股票-金融 | 1.42% | -0.17% | +17.39% | |
| 29 | AFL | Aflac Incorporated | 股票-金融 | 1.31% | — | +17.50% | |
| 30 | ✓ | Informatica CORP | 股票-其他 | 1.30% | — | — | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.29% | -0.22% | +13.17% | |
| 32 | QCOM | Qualcomm INC | 股票-科技 | 1.23% | -0.18% | +41.95% | |
| 33 | SUB | Ishares Short-term National | ETF-其他 | 1.21% | — | +12.08% | |
| 34 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 1.18% | — | +14.43% | |
| 35 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.18% | — | +37.87% | |
| 36 | EWS | iShares MSCI Singapore ETF | ETF-其他 | 1.13% | — | +20.00% | |
| 37 | IDU | Ishares US Utilities ETF | ETF-其他 | 1.13% | +0.11% | -4.42% | |
| 38 | INTC | Intel CORP | 股票-科技 | 0.92% | — | +3294.82% | |
| 39 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.90% | — | +35.94% | |
| 40 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 0.88% | — | — | |
| 41 | MXI | Ishares Global Materials ETF | ETF-其他 | 0.66% | — | -27.41% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.66% | +0.61% | +228.83% | |
| 43 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-其他 | 0.62% | — | +10.94% | |
| 44 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.61% | — | +1344.71% | |
| 45 | VZ | Verizon Communications INC | 股票-通信服务 | 0.59% | +0.15% | — | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.59% | — | +1569.58% | |
| 47 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.56% | +0.11% | — | |
| 48 | PCG | P G & E CORP | 股票-公用事业 | 0.54% | — | +1923.91% | |
| 49 | MSFT | Microsoft CORP | 股票-科技 | 0.53% | -0.47% | — | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.53% | — | +1713.78% |