CIK: 0001163902
申报总市值
US$19.4亿
仅显示前 200 大持股（共 237 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 | INTF | Ishares International Equity | ETF-其他 | 4.15% | — | +5.63% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 4.00% | +0.16% | +1.13% | |
| 3 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 3.92% | — | -1.42% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.68% | -0.40% | -4.74% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.57% | -0.35% | -0.31% | |
| 6 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 2.22% | +0.02% | +3.33% | |
| 7 | SCHH | Schwab US Reit ETF | ETF-其他 | 2.21% | — | +7.51% | |
| 8 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.96% | — | +12.44% | |
| 9 | WMT | Walmart INC | 股票-非周期性消费 | 1.96% | — | -7.82% | |
| 10 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 1.90% | — | +0.55% | |
| 11 | VZ | Verizon Communications INC | 股票-通信服务 | 1.66% | +0.10% | -1.06% | |
| 12 | PFE | Pfizer INC | 股票-医疗保健 | 1.62% | — | +1.65% | |
| 13 | CSCO | Cisco Systems INC | 股票-科技 | 1.58% | — | -4.97% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.55% | — | -0.04% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.38% | -0.13% | -3.33% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.37% | +0.07% | +4.66% | |
| 17 | TD | Toronto-dominion Bank | 股票-金融 | 1.35% | — | -1.99% | |
| 18 | AMGN | Amgen INC | 股票-医疗保健 | 1.34% | — | +7.49% | |
| 19 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.32% | — | -4.70% | |
| 20 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.20% | — | -7.11% | |
| 21 | UTXZ | United Tech CORP | 股票-其他 | 1.20% | — | -2.63% | |
| 22 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.16% | — | +6.51% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 1.11% | -0.17% | -3.24% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.02% | +0.06% | -2.93% | |
| 25 | AMT | American Tower CORP | 股票-房地产 | 0.98% | — | -0.15% | |
| 26 | INTC | Intel CORP | 股票-科技 | 0.98% | — | +0.24% | |
| 27 | PCY | Invesco Emerging Markets Sov | ETF-新兴市场 | 0.94% | — | +2.49% | |
| 28 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.94% | — | +2.08% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.90% | — | -1.64% | |
| 30 | LAND | Gladstone Land CORP | 股票-其他 | 0.87% | — | -0.25% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.85% | — | +0.64% | |
| 32 | MBB | Ishares Mbs ETF | ETF-其他 | 0.83% | — | +4.93% | |
| 33 | UGI | Ugi CORP | 股票-公用事业 | 0.83% | — | +5.58% | |
| 34 | UNP | Union Pacific CORP | 股票-工业 | 0.81% | — | -0.33% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.80% | +0.07% | -5.41% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.78% | — | -7.82% | |
| 37 | TXN | Texas Instruments INC | 股票-科技 | 0.77% | — | -7.13% | |
| 38 | KSS | Kohls CORP | 股票-周期性消费 | 0.77% | — | +12.95% | |
| 39 | KR | Kroger Co | 股票-非周期性消费 | 0.76% | +0.11% | +5.39% | |
| 40 | VLO | Valero Energy CORP | 股票-能源 | 0.76% | +0.08% | -0.57% | |
| 41 | PGR | Progressive CORP | 股票-金融 | 0.69% | — | +162.82% | |
| 42 | VIAB | Viacom Inc-class B | 股票-其他 | 0.67% | — | +13.62% | |
| 43 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 0.67% | — | +12.67% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.66% | -0.20% | +25.70% | |
| 45 | CMI | Cummins INC | 股票-工业 | 0.64% | — | +5.83% | |
| 46 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.63% | — | -15.32% | |
| 47 | CPT | Camden Property Trust | 股票-房地产 | 0.63% | — | -0.61% | |
| 48 | BRX | Brixmor Property Group INC | 股票-房地产 | 0.63% | — | +2.91% | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.59% | — | +3.98% | |
| 50 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | 0.58% | — | -3.57% |