CIK: 0001416692
申报总市值
US$6.6亿
仅显示前 200 大持股（共 854 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 4.87% | — | +9.66% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.32% | — | +5.19% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.73% | — | -2.45% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 3.55% | — | +2.12% | |
| 5 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 2.66% | — | +1.17% | |
| 6 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股与成长 | 2.40% | — | -8.00% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.38% | — | -3.52% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.37% | — | -18.66% | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.17% | — | +19.81% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.08% | — | -9.10% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.99% | — | +3.00% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.98% | — | +8.94% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.72% | — | +1549.88% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.62% | — | +15.02% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.45% | — | +94.86% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.34% | — | -10.81% | |
| 17 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.28% | — | -10.00% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.24% | — | -12.53% | |
| 19 | PEP | Pepsico INC | 股票-非周期性消费 | 1.10% | — | +28.14% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.05% | — | +9.57% | |
| 21 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 1.05% | — | +5.08% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.04% | — | -0.50% | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.01% | — | +11.87% | |
| 24 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.96% | — | +104.26% | |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.93% | — | -5.34% | |
| 26 | VZ | Verizon Communications INC | 股票-通信服务 | 0.93% | — | +10.94% | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.82% | — | +6.31% | |
| 28 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 0.81% | — | -2.45% | |
| 29 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 0.80% | — | +3251.19% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.80% | — | +4.17% | |
| 31 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 0.67% | — | -41.23% | |
| 32 | BCE | Bce INC | 股票-通信服务 | 0.66% | — | +34.39% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.66% | — | -17.68% | |
| 34 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.66% | — | -2.03% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.61% | — | -8.41% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.60% | — | +4.85% | |
| 37 | GAA | Cambria Global Asset Allocat | ETF-其他 | 0.60% | — | -20.74% | |
| 38 | INTC | Intel CORP | 股票-科技 | 0.57% | — | -0.58% | |
| 39 | ADP | Automatic Data Processing | 股票-科技 | 0.55% | — | -2.87% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.54% | — | -9.90% | |
| 41 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.54% | — | -3.19% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.54% | — | +1559.25% | |
| 43 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.53% | — | -11.88% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | — | +1.50% | |
| 45 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-其他 | 0.51% | — | +326.44% | |
| 46 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.50% | — | +0.21% | |
| 47 | ABBV | Abbvie INC | 股票-医疗保健 | 0.49% | — | +17.18% | |
| 48 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.48% | — | -6.74% | |
| 49 | IXJ | Ishares Global Healthcare Et | ETF-其他 | 0.47% | — | +1.26% | |
| 50 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.47% | — | +58.00% |