CIK: 0001416692
申报总市值
US$6.6亿
仅显示前 200 大持股（共 273 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 | 4.97% | — | +1.17% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.50% | — | +0.21% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.47% | — | +293.57% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 3.50% | — | +3.00% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.42% | — | +46.09% | |
| 6 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 2.41% | — | -8.40% | |
| 7 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.32% | — | -0.49% | |
| 8 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股与成长 | 2.28% | — | -9.53% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.22% | — | -5.04% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.15% | — | -10.90% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.08% | — | -1.57% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | — | +0.40% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.93% | — | -1.22% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.77% | — | +19.60% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.65% | — | +0.36% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.57% | — | +54.73% | |
| 17 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 1.56% | — | +96.15% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.53% | — | -0.12% | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.49% | — | +43.22% | |
| 20 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.14% | — | +16.12% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.13% | — | -5.67% | |
| 22 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.12% | — | -8.83% | |
| 23 | PEP | Pepsico INC | 股票-非周期性消费 | 1.09% | — | -0.98% | |
| 24 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 1.03% | — | +2.92% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.00% | — | -1.92% | |
| 26 | VZ | Verizon Communications INC | 股票-通信服务 | 0.92% | — | -4.25% | |
| 27 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.90% | — | -3.90% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.89% | — | -1.23% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.88% | — | -0.38% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.76% | — | +35.39% | |
| 31 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 0.76% | — | -2.85% | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.75% | — | +12.00% | |
| 33 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.70% | — | -1.45% | |
| 34 | BCE | Bce INC | 股票-通信服务 | 0.70% | — | +10.54% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.63% | — | -3.08% | |
| 36 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-其他 | 0.62% | — | +25.90% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | — | +6.99% | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.56% | — | +15.88% | |
| 39 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.56% | — | -5.71% | |
| 40 | GAA | Cambria Global Asset Allocat | ETF-其他 | 0.54% | — | -8.73% | |
| 41 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.53% | — | -2.08% | |
| 42 | ADP | Automatic Data Processing | 股票-科技 | 0.49% | — | -0.25% | |
| 43 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.48% | — | +118.73% | |
| 44 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.48% | — | -4.22% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.48% | — | -11.16% | |
| 46 | IXJ | Ishares Global Healthcare Et | ETF-其他 | 0.47% | — | — | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.47% | — | -1.21% | |
| 48 | HD | Home Depot INC | 股票-周期性消费 | 0.47% | — | +0.91% | |
| 49 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.47% | — | -12.78% | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.46% | — | -3.33% |