CIK: 0001163902
申报总市值
US$19.4亿
仅显示前 200 大持股（共 383 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 | 5.39% | +0.16% | -1.13% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.97% | — | -2.03% | |
| 3 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 3.65% | -0.42% | -0.44% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.42% | -0.35% | -0.33% | |
| 5 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 2.94% | +0.02% | +0.27% | |
| 6 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 2.32% | — | -0.57% | |
| 7 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.89% | — | +8.65% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.57% | -0.40% | -3.55% | |
| 9 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.45% | — | +5.11% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.41% | +0.07% | +7.04% | |
| 11 | INTF | Ishares International Equity | ETF-其他 | 1.36% | — | -3.85% | |
| 12 | TPYP | Tortoise North American Pipeline Fund | 股票-其他 | 1.34% | — | +2.39% | |
| 13 | MBB | Ishares Mbs ETF | ETF-其他 | 1.26% | — | +3.15% | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 1.13% | -0.17% | -1.44% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.05% | — | -0.62% | |
| 16 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.99% | — | +0.74% | |
| 17 | SRVR | Pacer Data & Infrastructure | ETF-其他 | 0.98% | — | +9.27% | |
| 18 | CSCO | Cisco Systems INC | 股票-科技 | 0.94% | — | +3.12% | |
| 19 | KR | Kroger Co | 股票-非周期性消费 | 0.92% | +0.11% | +5.22% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.87% | — | -14.34% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.86% | -0.20% | -8.09% | |
| 22 | WMT | Walmart INC | 股票-非周期性消费 | 0.79% | — | -3.61% | |
| 23 | PFE | Pfizer INC | 股票-医疗保健 | 0.74% | — | -3.38% | |
| 24 | ABBV | Abbvie INC | 股票-医疗保健 | 0.73% | — | +1.84% | |
| 25 | AMGN | Amgen INC | 股票-医疗保健 | 0.72% | — | +8.21% | |
| 26 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.71% | — | +0.78% | |
| 27 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 0.70% | — | +4.75% | |
| 28 | HCA | Hca Healthcare INC | 股票-医疗保健 | 0.69% | — | +10.54% | |
| 29 | MCK | Mckesson CORP | 股票-医疗保健 | 0.66% | — | -1.45% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.62% | — | +2.26% | |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.59% | — | -11.64% | |
| 32 | DHI | Dr Horton INC | 股票-周期性消费 | 0.58% | — | +0.23% | |
| 33 | OMC | Omnicom Group | 股票-通信服务 | 0.58% | — | +14.42% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.56% | +0.06% | -2.00% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | +0.11% | +0.08% | |
| 36 | CMI | Cummins INC | 股票-工业 | 0.55% | — | -1.88% | |
| 37 | DKS | Dick's Sporting Goods INC | 股票-周期性消费 | 0.55% | — | +0.32% | |
| 38 | TM | Toyota Motor CORP -spon Adr | 股票-周期性消费 | 0.55% | — | -5.50% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | -0.13% | -0.45% | |
| 40 | TXN | Texas Instruments INC | 股票-科技 | 0.54% | — | -2.40% | |
| 41 | VZ | Verizon Communications INC | 股票-通信服务 | 0.54% | +0.10% | -3.59% | |
| 42 | AMP | Ameriprise Financial INC | 股票-金融 | 0.54% | — | +13.18% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.53% | -0.12% | -2.17% | |
| 44 | AFL | Aflac INC | 股票-金融 | 0.53% | — | +10.47% | |
| 45 | CPT | Camden Property Trust | 股票-房地产 | 0.52% | — | +1.34% | |
| 46 | LKQ | Lkq CORP | 股票-周期性消费 | 0.51% | — | +13.09% | |
| 47 | GD | General Dynamics CORP | 股票-工业 | 0.51% | — | -1.16% | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.50% | — | -23.18% | |
| 49 | NXST | Nexstar Media Group INC | 股票-通信服务 | 0.49% | — | +4.24% | |
| 50 | HIG | Hartford Insurance Group INC | 股票-金融 | 0.48% | — | +14.79% |