CIK: 0000816192
申报总市值
US$5.3亿
仅显示前 200 大持股（共 411 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 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 7.54% | +0.11% | — | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 5.27% | -1.38% | — | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 3.84% | +0.30% | — | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.80% | +0.03% | — | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.76% | — | — | |
| 6 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 3.04% | +0.05% | — | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.03% | — | — | |
| 8 | LEG | Leggett & Platt INC | 股票-周期性消费 | 2.96% | — | — | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.80% | +0.22% | — | |
| 10 | VPU | Vanguard Utilities ETF | ETF-其他 | 2.68% | -0.88% | — | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.65% | +0.15% | — | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.63% | — | — | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.52% | +0.03% | — | |
| 14 | ✓ | ProShares UltraShort Bloomberg Crude Oil | 股票-其他 | 2.38% | — | — | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.27% | — | — | |
| 16 | AWK | American Water Works Co INC | 股票-公用事业 | 2.20% | -0.22% | — | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.88% | — | — | |
| 18 | WTRG | Essential Utilities, Inc. | 股票-公用事业 | 1.39% | — | — | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.27% | -0.32% | — | |
| 20 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.24% | — | — | |
| 21 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 0.90% | — | — | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.85% | +0.09% | — | |
| 23 | VZ | Verizon Communications INC | 股票-通信服务 | 0.81% | — | — | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.77% | — | — | |
| 25 | CWT | California Water Service Grp | 股票-公用事业 | 0.75% | -0.22% | — | |
| 26 | AWR | American States Water Co | 股票-公用事业 | 0.73% | -0.21% | — | |
| 27 | HTO | H2o America | 股票-其他 | 0.71% | -0.17% | — | |
| 28 | QLD | Proshares Ultra Qqq | ETF-其他 | 0.67% | +0.92% | — | |
| 29 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.66% | — | — | |
| 30 | INTC | Intel CORP | 股票-科技 | 0.65% | — | — | |
| 31 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.65% | +0.60% | — | |
| 32 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.61% | +0.17% | — | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.60% | — | — | |
| 34 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.59% | — | — | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.58% | +0.05% | — | |
| 36 | PRIV | State Street IG Public & Private Credit ETF | ETF-其他 | 0.57% | — | — | |
| 37 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.57% | — | — | |
| 38 | BTU | Peabody Energy Corporation | 股票-能源 | 0.56% | — | — | |
| 39 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.56% | — | — | |
| 40 | ABBV | Abbvie INC | 股票-医疗保健 | 0.55% | — | — | |
| 41 | IHF | Ishares U.s. Healthcare Prov | ETF-其他 | 0.53% | — | — | |
| 42 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.51% | — | — | |
| 43 | T | At&t INC | 股票-通信服务 | 0.48% | — | — | |
| 44 | ✓ | Ishares Ibonds Sep 2020 Amt | 股票-其他 | 0.48% | — | — | |
| 45 | IBMHEUR | Ishares Ibonds Sep 2019 Term | ETF-其他 | 0.47% | — | — | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | — | — | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.40% | — | — | |
| 48 | ✓ | Duke Energy Corp New | 股票-其他 | 0.39% | — | — | |
| 49 | ✓ | Proshares | 股票-其他 | 0.39% | — | — | |
| 50 | JPIN | JPM Diversified Ret Intl Eq | ETF-其他 | 0.38% | — | — |