CIK: 0001416692
申报总市值
US$6.6亿
仅显示前 200 大持股（共 1269 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 | 10.58% | — | +1.25% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.95% | — | +0.04% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.80% | — | +3.94% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.74% | — | -3.17% | |
| 5 | XLF | Ss Financial Select Sector | ETF-其他 | 2.61% | — | -0.84% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.40% | — | +32.06% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.36% | — | +0.93% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.30% | — | -0.05% | |
| 9 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股与成长 | 2.09% | — | -1.64% | |
| 10 | WFC | Wells Fargo & Co | 股票-金融 | 1.92% | — | +9.17% | |
| 11 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股与成长 | 1.90% | — | -3.85% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.76% | — | -14.13% | |
| 13 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.71% | — | -18.65% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.58% | — | -0.11% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.53% | — | -1.03% | |
| 16 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.51% | — | +19.86% | |
| 17 | RFG | Invesco S&p Midcap 400 Pure | ETF-其他 | 1.34% | — | -6.33% | |
| 18 | GS | Goldman Sachs Group INC | 股票-金融 | 1.17% | — | +2.66% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.15% | — | -0.73% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.10% | — | +11.89% | |
| 21 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.07% | — | -1.58% | |
| 22 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.00% | — | -33.42% | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.98% | — | -0.65% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.92% | — | +8.69% | |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.90% | — | +4.52% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | — | -1.26% | |
| 27 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 0.83% | — | -3.99% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.73% | — | +0.49% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.73% | — | -7.58% | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 0.69% | — | +1.40% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.68% | — | -0.44% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.63% | — | +1.01% | |
| 33 | ✓ | 股票-其他 | 0.60% | — | +6.92% | ||
| 34 | PEP | Pepsico INC | 股票-非周期性消费 | 0.58% | — | -1.03% | |
| 35 | PFE | Pfizer INC | 股票-医疗保健 | 0.55% | — | -4.48% | |
| 36 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.50% | — | -14.43% | |
| 37 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.49% | — | -3.50% | |
| 38 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.49% | — | +9.00% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.49% | — | +33.91% | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.48% | — | +82.64% | |
| 41 | GAA | Cambria Global Asset Allocat | ETF-其他 | 0.47% | — | -4.44% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.45% | — | -11.28% | |
| 43 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.45% | — | +7.38% | |
| 44 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.44% | — | -24.89% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.44% | — | -6.85% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.44% | — | +0.96% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | — | +7.36% | |
| 48 | USB | US Bancorp | 股票-金融 | 0.42% | — | +4.36% | |
| 49 | ABBV | Abbvie INC | 股票-医疗保健 | 0.42% | — | -7.04% | |
| 50 | ADP | Automatic Data Processing | 股票-科技 | 0.38% | — | -14.03% |