CIK: 0001379995
申报总市值
US$50.5亿
仅显示前 200 大持股（共 588 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 | 19.74% | -1.52% | +2.02% | |
| 2 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 5.10% | — | +1.90% | |
| 3 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 4.87% | — | +2.05% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.39% | -0.14% | -46.25% | |
| 5 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 3.31% | — | +25041.07% | |
| 6 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 3.09% | — | +4.73% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.67% | -0.21% | +1.24% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.31% | — | -0.78% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.07% | -0.16% | +0.69% | |
| 10 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.58% | — | +6.17% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.33% | -0.06% | +0.65% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.32% | -0.06% | +1.48% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.16% | -0.03% | +3.69% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.15% | -0.07% | -0.18% | |
| 15 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.06% | — | -21.15% | |
| 16 | GPN | Global Payments INC | 股票-工业 | 0.98% | — | +0.08% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.89% | -0.02% | -1.10% | |
| 18 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.89% | -0.08% | +0.49% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.71% | -0.04% | -1.30% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.70% | — | -1.38% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.69% | +0.06% | +0.08% | |
| 22 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 0.67% | — | +0.47% | |
| 23 | ACN | Accenture plc | 股票-科技 | 0.62% | -0.06% | -0.06% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.60% | — | -3.59% | |
| 25 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.55% | — | +4.88% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.54% | +0.07% | -0.22% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.53% | — | +3.41% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.51% | -0.06% | -0.15% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.51% | +0.01% | -0.53% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.51% | — | -1.17% | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.45% | — | -2.48% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.43% | — | +0.57% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | -0.08% | +0.87% | |
| 34 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.42% | — | +2.71% | |
| 35 | UPS | United Parcel Service-cl B | 股票-工业 | 0.42% | — | +14.77% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.39% | +0.04% | +5.05% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.38% | +0.03% | +0.59% | |
| 38 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.36% | — | +9.61% | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.34% | — | -2.42% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.34% | — | +0.34% | |
| 41 | PFE | Pfizer INC | 股票-医疗保健 | 0.33% | — | -10.65% | |
| 42 | TSLA | Tesla INC | 股票-周期性消费 | 0.33% | -0.01% | +14.48% | |
| 43 | TPYP | Tortoise North American Pipeline Fund | 股票-其他 | 0.31% | — | -2.57% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.31% | — | -31.90% | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.30% | — | +0.03% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.29% | — | +0.47% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.29% | — | -4.53% | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.28% | — | +4.68% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.28% | — | +0.67% | |
| 50 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.28% | — | +10.85% |