CIK: 0001163902
申报总市值
US$19.4亿
仅显示前 200 大持股（共 352 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 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 4.32% | -0.42% | +7.73% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 4.22% | +0.16% | +8.05% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.89% | — | +2.99% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.51% | — | -10.46% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.10% | -0.35% | -0.97% | |
| 6 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 3.04% | +0.02% | +7.94% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 2.46% | — | +9.76% | |
| 8 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.96% | — | +14.63% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.91% | -0.40% | -2.00% | |
| 10 | MBB | Ishares Mbs ETF | ETF-其他 | 1.79% | — | +9.55% | |
| 11 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.60% | — | +0.59% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.52% | +0.07% | -9.83% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.12% | — | +14.67% | |
| 14 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 1.12% | — | +1.64% | |
| 15 | TPYP | Tortoise North American Pipeline Fund | 股票-其他 | 1.10% | — | -4.28% | |
| 16 | PFE | Pfizer INC | 股票-医疗保健 | 1.10% | — | -3.73% | |
| 17 | TGT | Target CORP | 股票-周期性消费 | 1.10% | +0.08% | +0.30% | |
| 18 | ORCL | Oracle CORP | 股票-科技 | 1.03% | -0.17% | -2.54% | |
| 19 | SRVR | Pacer Data & Infrastructure | ETF-其他 | 0.97% | — | +12.43% | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.96% | — | -1.97% | |
| 21 | CSCO | Cisco Systems INC | 股票-科技 | 0.95% | — | +1.84% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.94% | -0.20% | +4.49% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.93% | — | +6.44% | |
| 24 | WMT | Walmart INC | 股票-非周期性消费 | 0.89% | — | -5.08% | |
| 25 | CPT | Camden Property Trust | 股票-房地产 | 0.86% | — | -15.98% | |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.85% | — | +4.65% | |
| 27 | VZ | Verizon Communications INC | 股票-通信服务 | 0.83% | +0.10% | -1.38% | |
| 28 | LXPUSD | Lxp Industrial Trust | 股票-其他 | 0.83% | — | -4.66% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.82% | — | -12.23% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | -0.13% | -2.53% | |
| 31 | TM | Toyota Motor CORP -spon Adr | 股票-周期性消费 | 0.79% | — | +0.94% | |
| 32 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.74% | +0.13% | +13.47% | |
| 33 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 0.73% | — | -6.56% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.72% | — | +0.04% | |
| 35 | KR | Kroger Co | 股票-非周期性消费 | 0.71% | +0.11% | -1.87% | |
| 36 | DHI | Dr Horton INC | 股票-周期性消费 | 0.71% | — | +0.55% | |
| 37 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.67% | — | -2.50% | |
| 38 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.67% | — | -2.80% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | +0.06% | -0.16% | |
| 40 | AMGN | Amgen INC | 股票-医疗保健 | 0.64% | — | -3.97% | |
| 41 | BND | Vanguard Total Bond Market | ETF-其他 | 0.62% | +0.16% | +4.12% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.61% | — | -2.14% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.61% | — | -6.27% | |
| 44 | CMI | Cummins INC | 股票-工业 | 0.59% | — | -4.16% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.59% | — | +0.27% | |
| 46 | PCH | Potlatchdeltic CORP | 股票-其他 | 0.59% | — | +0.03% | |
| 47 | ABBV | Abbvie INC | 股票-医疗保健 | 0.55% | — | +2.38% | |
| 48 | TXN | Texas Instruments INC | 股票-科技 | 0.54% | — | -0.85% | |
| 49 | INTF | Ishares International Equity | ETF-其他 | 0.54% | — | -2.95% | |
| 50 | HCA | Hca Healthcare INC | 股票-医疗保健 | 0.53% | — | -3.87% |