CIK: 0001163902
申报总市值
US$19.4亿
仅显示前 200 大持股（共 260 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 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 4.56% | — | +12.96% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 3.74% | +0.16% | -3.03% | |
| 3 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 3.32% | — | +4.09% | |
| 4 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 3.27% | -0.42% | +27.97% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.22% | -0.35% | -8.86% | |
| 6 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 2.99% | +0.02% | +7.42% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 2.48% | +0.07% | +0.53% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.41% | -0.40% | -14.30% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.93% | — | — | |
| 10 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.86% | — | -0.72% | |
| 11 | WMT | Walmart INC | 股票-非周期性消费 | 1.63% | — | -11.54% | |
| 12 | VZ | Verizon Communications INC | 股票-通信服务 | 1.43% | +0.10% | +0.53% | |
| 13 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.39% | — | +6.29% | |
| 14 | AMGN | Amgen INC | 股票-医疗保健 | 1.32% | — | -5.00% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.31% | — | +2.48% | |
| 16 | INTF | Ishares International Equity | ETF-其他 | 1.20% | — | -38.46% | |
| 17 | TGT | Target CORP | 股票-周期性消费 | 1.11% | +0.08% | +1.64% | |
| 18 | MBB | Ishares Mbs ETF | ETF-其他 | 1.09% | — | +11.47% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | -0.13% | -7.93% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 1.06% | -0.17% | +1.06% | |
| 21 | PFE | Pfizer INC | 股票-医疗保健 | 1.00% | — | +0.50% | |
| 22 | CSCO | Cisco Systems INC | 股票-科技 | 0.99% | — | +3.02% | |
| 23 | TPYP | Tortoise North American Pipeline Fund | 股票-其他 | 0.95% | — | +59.19% | |
| 24 | INTC | Intel CORP | 股票-科技 | 0.93% | — | +0.02% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.91% | — | -2.07% | |
| 26 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 0.86% | — | -2.96% | |
| 27 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.85% | — | +25.96% | |
| 28 | KR | Kroger Co | 股票-非周期性消费 | 0.84% | +0.11% | -1.24% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.83% | — | +6.72% | |
| 30 | C | Citigroup INC | 股票-金融 | 0.81% | — | +148.05% | |
| 31 | CMI | Cummins INC | 股票-工业 | 0.81% | — | +7.70% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.79% | +0.06% | -2.25% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.79% | — | +14.72% | |
| 34 | TM | Toyota Motor CORP -spon Adr | 股票-周期性消费 | 0.78% | — | +29.92% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.73% | — | +2.14% | |
| 36 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.71% | — | +1051.31% | |
| 37 | CPT | Camden Property Trust | 股票-房地产 | 0.71% | — | +25.93% | |
| 38 | TXN | Texas Instruments INC | 股票-科技 | 0.68% | — | -2.02% | |
| 39 | ACN | Accenture plc | 股票-科技 | 0.67% | — | -3.36% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.66% | -0.20% | -7.14% | |
| 41 | PCY | Invesco Emerging Markets Sov | ETF-新兴市场 | 0.66% | — | -24.04% | |
| 42 | VLO | Valero Energy CORP | 股票-能源 | 0.65% | +0.08% | -11.60% | |
| 43 | LXPUSD | Lxp Industrial Trust | 股票-其他 | 0.65% | — | +63.26% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.64% | — | -12.65% | |
| 45 | SRVR | Pacer Data & Infrastructure | ETF-其他 | 0.64% | — | +22.12% | |
| 46 | QTS | Qts Realty Trust Inc-cl A | 股票-其他 | 0.62% | — | +25.20% | |
| 47 | ALL | Allstate CORP | 股票-金融 | 0.61% | — | +29.63% | |
| 48 | ATVIEUR | Activision Blizzard INC | 股票-通信服务 | 0.61% | — | +34.22% | |
| 49 | ABBV | Abbvie INC | 股票-医疗保健 | 0.59% | — | +2.29% | |
| 50 | UNP | Union Pacific CORP | 股票-工业 | 0.58% | — | -6.71% |