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 | 23.77% | -1.52% | +0.65% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 11.34% | -1.04% | +1.54% | |
| 3 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 11.11% | — | +10.15% | |
| 4 | DFVX | Dim US Large Cap Vector ETF | ETF-大型股与成长 | 5.82% | -0.65% | +6.48% | |
| 5 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 3.50% | — | -4.10% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.45% | -0.21% | -2.31% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.27% | -0.14% | -0.27% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.66% | -0.07% | -0.31% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.34% | -0.06% | -0.93% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.92% | -0.06% | +0.77% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 0.89% | +0.07% | +888.27% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | -0.16% | -1.90% | |
| 13 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.78% | — | -15.10% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.75% | -0.58% | +0.12% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.71% | -0.05% | +68.94% | |
| 16 | FTCS | First Trust Capital Strength | ETF-其他 | 0.63% | -0.10% | +2.85% | |
| 17 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 0.63% | — | +1.61% | |
| 18 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.61% | — | -1.05% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.61% | -0.08% | -1.82% | |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.52% | — | +0.11% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.52% | +0.06% | +0.40% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.51% | -0.04% | -3.11% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | -0.02% | -4.97% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.48% | — | -18.69% | |
| 25 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.47% | -0.21% | -16.60% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.40% | -0.03% | -2.37% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.38% | -0.06% | -1.45% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.38% | +0.07% | -1.77% | |
| 29 | GPN | Global Payments INC | 股票-工业 | 0.38% | — | -1.30% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.38% | -0.08% | +0.02% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.34% | +0.03% | -1.51% | |
| 32 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.34% | -0.08% | +0.37% | |
| 33 | ACN | Accenture plc | 股票-科技 | 0.32% | -0.06% | +2.40% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.31% | — | -0.98% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.31% | +0.01% | -0.86% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.31% | — | -3.23% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.30% | — | -2.87% | |
| 38 | LMT | Lockheed Martin CORP | 股票-工业 | 0.29% | -0.07% | +1.83% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.29% | — | -0.90% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.27% | — | -4.48% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.27% | +2.79% | -20.64% | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.27% | +0.01% | -2.24% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.25% | — | -4.09% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.24% | — | -6.88% | |
| 45 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.23% | — | -8.63% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.23% | — | -0.15% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.23% | +0.04% | -37.29% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.23% | — | -1.53% | |
| 49 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.22% | — | -0.39% | |
| 50 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.21% | — | -0.93% |