CIK: 0001163902
申报总市值
US$19.4亿
仅显示前 200 大持股（共 256 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 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 4.07% | +0.16% | +1.59% | |
| 2 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 3.65% | — | +0.77% | |
| 3 | INTF | Ishares International Equity | ETF-其他 | 3.61% | — | -8.92% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.04% | -0.35% | -7.58% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.46% | -0.40% | -6.62% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 2.38% | +0.07% | +10.84% | |
| 7 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 2.37% | +0.02% | +1.43% | |
| 8 | SCHH | Schwab US Reit ETF | ETF-其他 | 2.21% | — | +2.48% | |
| 9 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.99% | — | -3.91% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.97% | — | +1400.84% | |
| 11 | WMT | Walmart INC | 股票-非周期性消费 | 1.92% | — | -2.14% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.57% | -0.13% | -2.17% | |
| 13 | VZ | Verizon Communications INC | 股票-通信服务 | 1.51% | +0.10% | -0.63% | |
| 14 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.45% | — | +66.09% | |
| 15 | AMGN | Amgen INC | 股票-医疗保健 | 1.41% | — | -5.03% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.41% | — | -0.04% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.35% | — | +8.33% | |
| 18 | PFE | Pfizer INC | 股票-医疗保健 | 1.25% | — | -1.92% | |
| 19 | CSCO | Cisco Systems INC | 股票-科技 | 1.06% | — | -8.21% | |
| 20 | MBB | Ishares Mbs ETF | ETF-其他 | 1.05% | — | +20.52% | |
| 21 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.05% | — | -4.96% | |
| 22 | TGT | Target CORP | 股票-周期性消费 | 1.05% | +0.08% | +7.49% | |
| 23 | TD | Toronto-dominion Bank | 股票-金融 | 1.03% | — | -9.17% | |
| 24 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.99% | — | -1.53% | |
| 25 | PCY | Invesco Emerging Markets Sov | ETF-新兴市场 | 0.97% | — | +6.80% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.96% | — | +16.46% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.95% | -0.17% | +0.79% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.92% | — | +33.60% | |
| 29 | INTC | Intel CORP | 股票-科技 | 0.90% | — | -0.29% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.86% | +0.06% | -3.96% | |
| 31 | UTXZ | United Tech CORP | 股票-其他 | 0.85% | — | -7.74% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.83% | — | +4.48% | |
| 33 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 0.82% | — | +5.80% | |
| 34 | AMT | American Tower CORP | 股票-房地产 | 0.82% | — | -0.18% | |
| 35 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.76% | — | -2.07% | |
| 36 | KR | Kroger Co | 股票-非周期性消费 | 0.73% | +0.11% | -3.70% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.73% | +0.07% | -0.31% | |
| 38 | ACN | Accenture plc | 股票-科技 | 0.71% | — | -3.41% | |
| 39 | TXN | Texas Instruments INC | 股票-科技 | 0.71% | — | -5.28% | |
| 40 | DAL | Delta Air Lines INC | 股票-工业 | 0.71% | — | +3.92% | |
| 41 | CMI | Cummins INC | 股票-工业 | 0.70% | — | +1.05% | |
| 42 | UNP | Union Pacific CORP | 股票-工业 | 0.69% | — | -6.05% | |
| 43 | BRX | Brixmor Property Group INC | 股票-房地产 | 0.68% | — | +2.90% | |
| 44 | VLO | Valero Energy CORP | 股票-能源 | 0.68% | +0.08% | -5.18% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.67% | -0.20% | +0.07% | |
| 46 | DFSEUR | Discover Financial Services | 股票-其他 | 0.62% | — | +1.74% | |
| 47 | WYNEUR | Wyndham Destinations INC | 股票-其他 | 0.62% | — | -1.10% | |
| 48 | CPT | Camden Property Trust | 股票-房地产 | 0.61% | — | +3.69% | |
| 49 | PGR | Progressive CORP | 股票-金融 | 0.57% | — | -8.93% | |
| 50 | ETR | Entergy CORP | 股票-公用事业 | 0.54% | — | -8.84% |