CIK: 0001379995
申报总市值
US$50.5亿
仅显示前 200 大持股（共 318 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 23.35% | -1.52% | +1.05% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 10.90% | -0.03% | +3.67% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 6.65% | — | +12.51% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.79% | -0.06% | -3.38% | |
| 5 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 1.75% | — | +2.48% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.60% | -0.07% | +0.18% | |
| 7 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.54% | — | +58.99% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.53% | -0.21% | +1.02% | |
| 9 | TSS | Total System Services INC | 股票-其他 | 1.41% | — | — | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.33% | +0.04% | -5.20% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.20% | — | -4.18% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.18% | — | +3.28% | |
| 13 | FDT | First Trust Develp Mkt Ex-us | ETF-其他 | 1.08% | — | +2.79% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.06% | — | +2.20% | |
| 15 | SYU1 | Synovus Financial CORP | 股票-其他 | 0.91% | — | — | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.86% | — | -21.86% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | — | -1.03% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | -0.16% | +25.77% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.71% | -0.06% | +12.59% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.71% | -0.04% | +1.16% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.66% | — | +2.15% | |
| 22 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.65% | — | -0.43% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.64% | -0.06% | +0.73% | |
| 24 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.64% | — | +9.36% | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.58% | — | -2.63% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.57% | — | -0.02% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.52% | -1.04% | +12.07% | |
| 28 | PM | Philip Morris International | 股票-非周期性消费 | 0.52% | — | -5.91% | |
| 29 | T | At&t INC | 股票-通信服务 | 0.52% | — | +8.09% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | -0.08% | -1.52% | |
| 31 | MO | Altria Group INC | 股票-非周期性消费 | 0.50% | — | -5.36% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.48% | — | -0.81% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.44% | — | +0.67% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.43% | — | +23.18% | |
| 35 | PNC | Pnc Financial Services Group | 股票-金融 | 0.42% | — | +11.83% | |
| 36 | CSFLUSD | Centerstate Bank CORP | 股票-其他 | 0.42% | — | -6.50% | |
| 37 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.42% | — | -2.55% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.42% | -0.02% | -9.37% | |
| 39 | VZ | Verizon Communications INC | 股票-通信服务 | 0.42% | — | +7.40% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.41% | +0.07% | +1.75% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.40% | — | +0.96% | |
| 42 | PFE | Pfizer INC | 股票-医疗保健 | 0.38% | — | -10.69% | |
| 43 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.37% | +0.06% | +1.36% | |
| 44 | LMT | Lockheed Martin CORP | 股票-工业 | 0.37% | -0.07% | +18.03% | |
| 45 | MTB | M & T Bank CORP | 股票-金融 | 0.37% | — | +1.26% | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.35% | +0.03% | +12.38% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.35% | — | -1.27% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.34% | — | -4.29% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.33% | — | -0.58% | |
| 50 | PEP | Pepsico INC | 股票-非周期性消费 | 0.33% | — | +23.32% |