CIK: 0001066816
申报总市值
US$9.0亿
仅显示前 200 大持股（共 579 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 14.53% | -0.97% | -1.48% | |
| 2 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 14.36% | +0.59% | +245.22% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 9.04% | -0.66% | -1.13% | |
| 4 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 8.33% | +1.09% | +542.46% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.20% | -0.11% | -1.88% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.09% | -0.28% | -0.66% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.30% | -0.22% | -7.52% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.70% | +0.22% | -0.89% | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.60% | +0.18% | +14.87% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.53% | -0.13% | +39.52% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.47% | — | -2.85% | |
| 12 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 1.45% | — | +6.94% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.42% | -0.16% | -1.21% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.39% | +0.11% | +5.31% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.39% | — | -3.41% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.17% | +0.17% | +14.01% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.11% | -0.06% | +1.83% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.88% | -0.22% | -1.68% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.77% | — | -1.30% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.74% | -0.12% | -0.03% | |
| 21 | JMSB | John Marshall Bancorp INC | 股票-其他 | 0.72% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | -0.07% | -2.72% | |
| 23 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.54% | -0.06% | -16.94% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | — | -4.07% | |
| 25 | IDV | Ishares International Select | ETF-其他 | 0.46% | -0.05% | -18.68% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | -0.06% | -0.60% | |
| 27 | DFAI | Dimensional International Co | ETF-其他 | 0.44% | +0.31% | +14.97% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.43% | — | -1.47% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.43% | -0.07% | -2.19% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.38% | — | -0.36% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.37% | -0.05% | -0.61% | |
| 32 | VUG | Vanguard Growth ETF | ETF-其他 | 0.36% | — | — | |
| 33 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 0.35% | — | -9.94% | |
| 34 | IAUM | Ishares Gold Trust Micro | ETF-避险与商品 | 0.34% | -0.03% | +2126.83% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.34% | -0.04% | -40.81% | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.34% | — | -0.54% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.32% | — | +0.22% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.31% | — | +3.75% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.30% | -0.04% | +0.05% | |
| 40 | DHR | Danaher CORP | 股票-医疗保健 | 0.28% | -0.04% | -3.63% | |
| 41 | VTV | Vanguard Value ETF | ETF-其他 | 0.28% | — | -0.16% | |
| 42 | BRO | Brown & Brown INC | 股票-金融 | 0.27% | -0.03% | -2.86% | |
| 43 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.24% | -0.04% | -4.65% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.23% | — | -2.00% | |
| 45 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.23% | +0.03% | -1.93% | |
| 46 | MKC-V | Mccormick & Co INC Vtg Com | 股票-其他 | 0.22% | -0.04% | — | |
| 47 | NEE | Nextera Energy INC | 股票-公用事业 | 0.22% | +0.02% | -3.25% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.21% | — | -0.82% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.20% | — | -1.17% | |
| 50 | PEP | Pepsico INC | 股票-非周期性消费 | 0.20% | — | -0.69% |