CIK: 0001278573
申报总市值
US$38.5亿
仅显示前 200 大持股（共 591 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.40% | -0.22% | -4.91% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 8.00% | +0.19% | +5.98% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 4.20% | — | +3.15% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 3.72% | -0.25% | -1.05% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.32% | +0.07% | +0.17% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.19% | -0.49% | +8.23% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 2.87% | +0.08% | +12.41% | |
| 8 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 2.76% | -0.20% | -4.65% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.70% | — | +4.33% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.56% | +0.29% | +0.09% | |
| 11 | IDU | Ishares US Utilities ETF | ETF-其他 | 2.19% | +0.11% | +5.16% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.09% | +0.06% | -0.94% | |
| 13 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.66% | -0.25% | -7.68% | |
| 14 | MA | Mastercard INC - A | 股票-金融 | 1.63% | -0.17% | -10.09% | |
| 15 | ABBV | Abbvie INC | 股票-医疗保健 | 1.63% | — | -11.80% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.61% | +0.61% | +2.34% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.60% | +0.05% | +0.84% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.57% | — | -0.95% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.56% | +0.22% | +1.36% | |
| 20 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.56% | +0.11% | +2.13% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.47% | -0.29% | -3.25% | |
| 22 | SYK | Stryker CORP | 股票-医疗保健 | 1.47% | — | -1.75% | |
| 23 | ROST | Ross Stores INC | 股票-周期性消费 | 1.45% | +0.10% | +11.54% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.43% | +0.26% | +90.26% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.43% | — | +6.45% | |
| 26 | FTV | Fortive CORP | 股票-科技 | 1.43% | — | +4.04% | |
| 27 | AFL | Aflac INC | 股票-金融 | 1.38% | — | +94.67% | |
| 28 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.34% | — | +3.95% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 1.30% | — | +0.40% | |
| 30 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.26% | -0.14% | +3.86% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.08% | — | +4798.57% | |
| 32 | ADBE | Adobe INC | 股票-科技 | 1.08% | — | +39658.53% | |
| 33 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.00% | — | +4.49% | |
| 34 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.85% | — | +2.28% | |
| 35 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.82% | -0.11% | -5.72% | |
| 36 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.81% | — | -1.55% | |
| 37 | T | At&t INC | 股票-通信服务 | 0.79% | — | +25.91% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.78% | — | +16590.08% | |
| 39 | VZ | Verizon Communications INC | 股票-通信服务 | 0.77% | +0.15% | +4.57% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.76% | -0.07% | +168.75% | |
| 41 | BAX | Baxter International INC | 股票-医疗保健 | 0.75% | — | -2.37% | |
| 42 | QCOM | Qualcomm INC | 股票-科技 | 0.73% | -0.18% | +6.21% | |
| 43 | C | Citigroup INC | 股票-金融 | 0.72% | — | -0.80% | |
| 44 | TM | Toyota Motor CORP -spon Adr | 股票-周期性消费 | 0.71% | — | — | |
| 45 | ✓ | Guggenheim | 股票-其他 | 0.64% | — | -3.36% | |
| 46 | ✓ | 股票-其他 | 0.59% | — | +1.88% | ||
| 47 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.54% | — | — | |
| 48 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.54% | — | +863.44% | |
| 49 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.54% | — | -1.33% | |
| 50 | HACKUSD | Etfmg Prime Cyber Security E | ETF-其他 | 0.52% | — | — |