CIK: 0001416692
申报总市值
US$6.6亿
仅显示前 200 大持股（共 1095 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 | 10.25% | — | -6.31% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.19% | — | +1.02% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.01% | — | +2.44% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 3.01% | — | -1.58% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.50% | — | +0.32% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.37% | — | -12.17% | |
| 7 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股与成长 | 2.31% | — | -1.42% | |
| 8 | XLF | Ss Financial Select Sector | ETF-其他 | 2.20% | — | -24.80% | |
| 9 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 2.17% | — | +8.12% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.09% | — | +4.99% | |
| 11 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股与成长 | 2.03% | — | -1.30% | |
| 12 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.03% | — | +7.82% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.79% | — | -7.81% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.65% | — | -0.36% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.51% | — | -54.31% | |
| 16 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.20% | — | -2.87% | |
| 17 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.17% | — | +4.28% | |
| 18 | RFG | Invesco S&p Midcap 400 Pure | ETF-其他 | 1.13% | — | -6.86% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.12% | — | +6.56% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.08% | — | -8.03% | |
| 21 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.95% | — | -0.89% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.95% | — | -9.63% | |
| 23 | WFC | Wells Fargo & Co | 股票-金融 | 0.89% | — | -54.18% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.89% | — | -3.37% | |
| 25 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 0.87% | — | -0.80% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.86% | — | +1.28% | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.80% | — | +32.64% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.78% | — | -14.96% | |
| 29 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.73% | — | +0.05% | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 0.68% | — | +0.09% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.65% | — | -27.45% | |
| 32 | PEP | Pepsico INC | 股票-非周期性消费 | 0.65% | — | -2.67% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.58% | — | -4.20% | |
| 34 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.58% | — | +48.90% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | — | +24.67% | |
| 36 | GAA | Cambria Global Asset Allocat | ETF-其他 | 0.54% | — | +5.26% | |
| 37 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.54% | — | -0.80% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.53% | — | +0.92% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.53% | — | +52.21% | |
| 40 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 0.51% | — | +31.19% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.50% | — | +55.93% | |
| 42 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.50% | — | -30.91% | |
| 43 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.48% | — | -5.22% | |
| 44 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.48% | — | -4.25% | |
| 45 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.47% | — | +1.33% | |
| 46 | ADP | Automatic Data Processing | 股票-科技 | 0.47% | — | -0.67% | |
| 47 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 0.46% | — | +67.07% | |
| 48 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.46% | — | +17.80% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.44% | — | +22.11% | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.44% | — | +0.32% |