CIK: 0001163902
申报总市值
US$19.4亿
仅显示前 200 大持股（共 265 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 | 4.47% | — | -1.47% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 3.66% | +0.16% | +0.49% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.51% | -0.35% | +264.61% | |
| 4 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 3.28% | -0.42% | +1.47% | |
| 5 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 3.20% | — | -0.95% | |
| 6 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 2.84% | +0.02% | -0.47% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 2.52% | +0.07% | +4.90% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.12% | -0.40% | -9.48% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 2.11% | — | +5.91% | |
| 10 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.66% | — | -5.51% | |
| 11 | WMT | Walmart INC | 股票-非周期性消费 | 1.65% | — | -8.10% | |
| 12 | VZ | Verizon Communications INC | 股票-通信服务 | 1.45% | +0.10% | -0.53% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.34% | — | +8.54% | |
| 14 | TGT | Target CORP | 股票-周期性消费 | 1.34% | +0.08% | -2.21% | |
| 15 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.32% | — | +1.17% | |
| 16 | MBB | Ishares Mbs ETF | ETF-其他 | 1.30% | — | +27.25% | |
| 17 | AMGN | Amgen INC | 股票-医疗保健 | 1.25% | — | -6.74% | |
| 18 | INTF | Ishares International Equity | ETF-其他 | 1.09% | — | -8.59% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.08% | -0.17% | +0.20% | |
| 20 | PFE | Pfizer INC | 股票-医疗保健 | 1.02% | — | -3.51% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.00% | -0.13% | -2.47% | |
| 22 | TPYP | Tortoise North American Pipeline Fund | 股票-其他 | 1.00% | — | +23.02% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.97% | — | -1.84% | |
| 24 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.96% | — | +42.10% | |
| 25 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.91% | — | +9.73% | |
| 26 | CMI | Cummins INC | 股票-工业 | 0.90% | — | -3.38% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.87% | — | +1.66% | |
| 28 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 0.87% | — | +1.39% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.84% | — | +6.78% | |
| 30 | KR | Kroger Co | 股票-非周期性消费 | 0.80% | +0.11% | +1.49% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.80% | — | +1.16% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.77% | +0.06% | -2.48% | |
| 33 | DHI | Dr Horton INC | 股票-周期性消费 | 0.76% | — | +3.00% | |
| 34 | INTC | Intel CORP | 股票-科技 | 0.76% | — | +0.11% | |
| 35 | TM | Toyota Motor CORP -spon Adr | 股票-周期性消费 | 0.75% | — | -2.72% | |
| 36 | TXN | Texas Instruments INC | 股票-科技 | 0.71% | — | -1.27% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.71% | — | +2.40% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.71% | — | +13.24% | |
| 39 | SRVR | Pacer Data & Infrastructure | ETF-其他 | 0.68% | — | +14.04% | |
| 40 | C | Citigroup INC | 股票-金融 | 0.66% | — | +2.59% | |
| 41 | LXPUSD | Lxp Industrial Trust | 股票-其他 | 0.66% | — | +9.03% | |
| 42 | CPT | Camden Property Trust | 股票-房地产 | 0.66% | — | +1.12% | |
| 43 | ATVIEUR | Activision Blizzard INC | 股票-通信服务 | 0.64% | — | +4.04% | |
| 44 | BBY | Best Buy Co INC | 股票-周期性消费 | 0.63% | — | +1.70% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.63% | — | -5.71% | |
| 46 | PCY | Invesco Emerging Markets Sov | ETF-新兴市场 | 0.61% | — | -1.74% | |
| 47 | UNP | Union Pacific CORP | 股票-工业 | 0.61% | — | -3.53% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.61% | -0.20% | -5.08% | |
| 49 | QTS | Qts Realty Trust Inc-cl A | 股票-其他 | 0.58% | — | +1.76% | |
| 50 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.58% | — | +5.02% |