CIK: 0001379995
申报总市值
US$50.5亿
仅显示前 200 大持股（共 565 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 | 22.38% | -1.52% | +17.87% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 11.45% | -1.04% | +2.58% | |
| 3 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 10.88% | — | +3.58% | |
| 4 | DFVX | Dim US Large Cap Vector ETF | ETF-大型股与成长 | 4.71% | -0.65% | — | |
| 5 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 4.10% | — | -24.28% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.42% | -0.21% | -4.69% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.21% | -0.14% | -4.01% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.61% | -0.07% | +104.40% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.24% | -0.06% | -6.59% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.21% | -0.58% | +44.99% | |
| 11 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 1.11% | — | -62.23% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.89% | -0.06% | +4.44% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | -0.16% | -8.87% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.80% | — | -62.17% | |
| 15 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.67% | -0.21% | -8.41% | |
| 16 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.63% | — | +126.05% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.63% | — | +11.73% | |
| 18 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 0.57% | — | +4.54% | |
| 19 | FTCS | First Trust Capital Strength | ETF-其他 | 0.57% | -0.10% | +4.55% | |
| 20 | GPN | Global Payments INC | 股票-工业 | 0.56% | — | -1.88% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.54% | -0.04% | -5.10% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.49% | -0.02% | -9.88% | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.43% | +0.06% | -2.87% | |
| 24 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.43% | -0.08% | -5.62% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.42% | -0.03% | +2.21% | |
| 26 | ACN | Accenture plc | 股票-科技 | 0.42% | -0.06% | -1.68% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.42% | -0.08% | -7.97% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.40% | +0.07% | -1.90% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.37% | -0.06% | -2.30% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.36% | — | -6.90% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.35% | -0.08% | +0.19% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.32% | +0.07% | -4.68% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.31% | — | -0.87% | |
| 34 | LMT | Lockheed Martin CORP | 股票-工业 | 0.31% | -0.07% | +0.81% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.30% | +0.01% | -5.08% | |
| 36 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.30% | — | -6.90% | |
| 37 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.29% | +0.01% | -6.50% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.29% | +0.03% | -1.24% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.28% | — | -1.34% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.28% | — | -5.99% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.28% | — | -4.35% | |
| 42 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.28% | -0.05% | +66.93% | |
| 43 | PLD | Prologis INC | 股票-房地产 | 0.27% | — | -0.16% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.27% | — | -8.34% | |
| 45 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.25% | — | -10.59% | |
| 46 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.25% | — | — | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.24% | — | -6.06% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.24% | +0.04% | -37.25% | |
| 49 | UPS | United Parcel Service-cl B | 股票-工业 | 0.24% | — | -3.56% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.24% | — | -3.65% |