CIK: 0001379995
申报总市值
US$50.5亿
仅显示前 200 大持股（共 389 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 | 17.84% | -1.52% | +3.18% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 9.08% | -0.03% | +7.94% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 5.99% | — | +3.73% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.22% | — | +1.72% | |
| 5 | AAPL | Apple INC | 股票-科技 | 1.72% | -0.21% | +3.50% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.53% | -0.07% | +5.52% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.51% | -0.16% | +135.08% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.45% | -0.06% | -0.19% | |
| 9 | TSS | Total System Services INC | 股票-其他 | 1.36% | — | -1.42% | |
| 10 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 1.34% | — | — | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.33% | +0.04% | +1.19% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.25% | -0.02% | -3.56% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.20% | — | +6.86% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.04% | — | -2.14% | |
| 15 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.91% | — | -4.42% | |
| 16 | FDT | First Trust Develp Mkt Ex-us | ETF-其他 | 0.89% | — | — | |
| 17 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.87% | — | -32.85% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.80% | — | +12.56% | |
| 19 | SYU1 | Synovus Financial CORP | 股票-其他 | 0.78% | — | -2.70% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.76% | — | -2.16% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.76% | -0.06% | +1.40% | |
| 22 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.71% | -0.08% | +0.30% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.71% | — | -1.93% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.68% | -0.04% | +5.55% | |
| 25 | ACN | Accenture plc | 股票-科技 | 0.68% | -0.06% | +448.49% | |
| 26 | CSFLUSD | Centerstate Bank CORP | 股票-其他 | 0.67% | — | -12.34% | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.66% | +0.06% | +9.81% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.65% | -1.04% | +96.54% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | — | +6.10% | |
| 30 | INTC | Intel CORP | 股票-科技 | 0.61% | +0.03% | +69.29% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.60% | — | -8.03% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.59% | — | +8.13% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.57% | — | +1.42% | |
| 34 | FRBKQ | Republic First Bancorp INC | 股票-其他 | 0.55% | — | — | |
| 35 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.55% | — | +11.14% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.50% | -0.06% | +0.77% | |
| 37 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.50% | — | -1.99% | |
| 38 | T | At&t INC | 股票-通信服务 | 0.49% | — | +5.33% | |
| 39 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.49% | — | +2.49% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | -0.08% | +5.42% | |
| 41 | HD | Home Depot INC | 股票-周期性消费 | 0.45% | — | +8.98% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.44% | — | -4.79% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.44% | +0.07% | +7.83% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.43% | — | +1.64% | |
| 45 | NFLX | Netflix INC | 股票-通信服务 | 0.43% | — | +3.78% | |
| 46 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.43% | — | +11.46% | |
| 47 | RWX | State Street Spdr Dow Jones | ETF-其他 | 0.42% | — | -3.83% | |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.41% | — | +13.09% | |
| 49 | PNC | Pnc Financial Services Group | 股票-金融 | 0.41% | — | -1.09% | |
| 50 | PFE | Pfizer INC | 股票-医疗保健 | 0.40% | — | -4.02% |