CIK: 0001416692
申报总市值
US$6.6亿
仅显示前 200 大持股（共 1354 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 8.79% | — | +0.78% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.98% | — | — | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.92% | — | -1.11% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.71% | — | +4.48% | |
| 5 | XLF | Ss Financial Select Sector | ETF-其他 | 2.70% | — | +0.75% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.56% | — | -0.25% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.51% | — | +3.18% | |
| 8 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股与成长 | 2.32% | — | — | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.18% | — | +4.14% | |
| 10 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股与成长 | 2.10% | — | — | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.98% | — | -3.55% | |
| 12 | WFC | Wells Fargo & Co | 股票-金融 | 1.95% | — | +0.44% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.69% | — | -2.11% | |
| 14 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.67% | — | +12.01% | |
| 15 | RFG | Invesco S&p Midcap 400 Pure | ETF-其他 | 1.66% | — | — | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.54% | — | -4.15% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.42% | — | +0.32% | |
| 18 | GS | Goldman Sachs Group INC | 股票-金融 | 1.38% | — | -1.09% | |
| 19 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.18% | — | +4.34% | |
| 20 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.11% | — | +2.75% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.05% | — | -2.23% | |
| 22 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 0.95% | — | +0.83% | |
| 23 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.90% | — | +6.93% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 0.80% | — | -1.53% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.80% | — | +0.76% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.79% | — | -1.07% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.78% | — | +0.91% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.75% | — | +0.43% | |
| 29 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.70% | — | -0.77% | |
| 30 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.68% | — | -2.03% | |
| 31 | ✓ | 股票-其他 | 0.68% | — | +0.32% | ||
| 32 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.65% | — | +5.03% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.64% | — | -10.44% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.63% | — | -0.88% | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 0.60% | — | +3.14% | |
| 36 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.57% | — | — | |
| 37 | PEP | Pepsico INC | 股票-非周期性消费 | 0.56% | — | +18.29% | |
| 38 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.51% | — | +12.43% | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.47% | — | +6.04% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.46% | — | +0.35% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | — | -0.83% | |
| 42 | GAA | Cambria Global Asset Allocat | ETF-其他 | 0.44% | — | +26.36% | |
| 43 | PFE | Pfizer INC | 股票-医疗保健 | 0.43% | — | -2.43% | |
| 44 | ABBV | Abbvie INC | 股票-医疗保健 | 0.42% | — | -8.31% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.42% | — | +4.25% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.41% | — | +9.88% | |
| 47 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.41% | — | -0.84% | |
| 48 | USB | US Bancorp | 股票-金融 | 0.41% | — | +0.94% | |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.41% | — | +6.67% | |
| 50 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.39% | — | +5.53% |