CIK: 0001163902
申报总市值
US$19.4亿
仅显示前 200 大持股（共 358 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 | 4.81% | +0.16% | +14.06% | |
| 2 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 4.36% | -0.42% | +3.67% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.85% | — | +3.91% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.48% | — | -1.05% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.14% | -0.35% | +1.93% | |
| 6 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 3.06% | +0.02% | +7.20% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 2.59% | — | +11.71% | |
| 8 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.89% | — | +1.16% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.77% | -0.40% | +0.28% | |
| 10 | MBB | Ishares Mbs ETF | ETF-其他 | 1.74% | — | +1.30% | |
| 11 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.58% | — | +106.47% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.49% | +0.07% | +0.30% | |
| 13 | TPYP | Tortoise North American Pipeline Fund | 股票-其他 | 1.31% | — | -1.25% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.15% | — | +8.19% | |
| 15 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 1.12% | — | +3.02% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.09% | — | +41.38% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.05% | -0.20% | +15.47% | |
| 18 | TGT | Target CORP | 股票-周期性消费 | 1.02% | +0.08% | +0.73% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.00% | -0.17% | +1.99% | |
| 20 | SRVR | Pacer Data & Infrastructure | ETF-其他 | 0.96% | — | +8.84% | |
| 21 | PFE | Pfizer INC | 股票-医疗保健 | 0.96% | — | -1.52% | |
| 22 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.93% | — | +1.87% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.92% | — | -0.26% | |
| 24 | KR | Kroger Co | 股票-非周期性消费 | 0.90% | +0.11% | -1.47% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.89% | — | +15.03% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 0.88% | — | -4.64% | |
| 27 | CSCO | Cisco Systems INC | 股票-科技 | 0.88% | — | +4.07% | |
| 28 | TM | Toyota Motor CORP -spon Adr | 股票-周期性消费 | 0.80% | — | +3.15% | |
| 29 | VZ | Verizon Communications INC | 股票-通信服务 | 0.80% | +0.10% | -2.55% | |
| 30 | CPT | Camden Property Trust | 股票-房地产 | 0.75% | — | -6.30% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | -0.13% | -1.57% | |
| 32 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 0.68% | — | -2.96% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.68% | — | +1.96% | |
| 34 | AMGN | Amgen INC | 股票-医疗保健 | 0.67% | — | -2.93% | |
| 35 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.67% | +0.13% | -4.86% | |
| 36 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.65% | — | -1.57% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | +0.06% | -2.81% | |
| 38 | BND | Vanguard Total Bond Market | ETF-其他 | 0.60% | +0.16% | +1.82% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.57% | — | -0.01% | |
| 40 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.57% | — | -10.63% | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.55% | — | -3.00% | |
| 42 | TXN | Texas Instruments INC | 股票-科技 | 0.53% | — | -0.13% | |
| 43 | HCA | Hca Healthcare INC | 股票-医疗保健 | 0.51% | — | -2.75% | |
| 44 | PCH | Potlatchdeltic CORP | 股票-其他 | 0.51% | — | -1.70% | |
| 45 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.51% | — | +5.23% | |
| 46 | MCK | Mckesson CORP | 股票-医疗保健 | 0.50% | — | +7.55% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.50% | — | -0.79% | |
| 48 | CMI | Cummins INC | 股票-工业 | 0.49% | — | -12.46% | |
| 49 | DHI | Dr Horton INC | 股票-周期性消费 | 0.48% | — | -1.11% | |
| 50 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 0.48% | — | +5.26% |