CIK: 0001416692
申报总市值
US$6.6亿
仅显示前 200 大持股（共 1341 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 | 9.41% | — | +1.80% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.78% | — | -1.67% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.72% | — | +0.16% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.70% | — | -3.06% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.55% | — | +6.60% | |
| 6 | XLF | Ss Financial Select Sector | ETF-其他 | 2.48% | — | -0.67% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.40% | — | +0.19% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.24% | — | -1.51% | |
| 9 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股与成长 | 2.07% | — | -4.05% | |
| 10 | WFC | Wells Fargo & Co | 股票-金融 | 1.82% | — | +1.87% | |
| 11 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股与成长 | 1.82% | — | -2.74% | |
| 12 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.81% | — | +24.77% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.77% | — | +2.86% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.70% | — | +0.23% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.68% | — | +7.66% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.48% | — | -0.35% | |
| 17 | GS | Goldman Sachs Group INC | 股票-金融 | 1.19% | — | -0.17% | |
| 18 | RFG | Invesco S&p Midcap 400 Pure | ETF-其他 | 1.13% | — | -17.03% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.07% | — | -3.26% | |
| 20 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.07% | — | -5.54% | |
| 21 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.02% | — | +4.87% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.93% | — | +10.34% | |
| 23 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.85% | — | -5.35% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | — | -2.87% | |
| 25 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.83% | — | -6.18% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.81% | — | -26.65% | |
| 27 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 0.79% | — | -6.80% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.78% | — | +7.69% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.75% | — | +1.72% | |
| 30 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.66% | — | -0.43% | |
| 31 | VZ | Verizon Communications INC | 股票-通信服务 | 0.64% | — | -0.25% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.63% | — | +0.84% | |
| 33 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.62% | — | +16.35% | |
| 34 | ✓ | 股票-其他 | 0.59% | — | -5.98% | ||
| 35 | PEP | Pepsico INC | 股票-非周期性消费 | 0.57% | — | -1.17% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.54% | — | +15.55% | |
| 37 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.49% | — | -0.56% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.48% | — | -6.33% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.46% | — | +20.45% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.46% | — | +1.51% | |
| 41 | GAA | Cambria Global Asset Allocat | ETF-其他 | 0.46% | — | +3.88% | |
| 42 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.46% | — | +5.63% | |
| 43 | PFE | Pfizer INC | 股票-医疗保健 | 0.45% | — | -5.13% | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.45% | — | +0.24% | |
| 45 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.45% | — | -9.50% | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.42% | — | -5.53% | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.42% | — | -0.33% | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.39% | — | -19.46% | |
| 49 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.39% | — | +0.43% | |
| 50 | USB | US Bancorp | 股票-金融 | 0.38% | — | -3.10% |