CIK: 0001379995
申报总市值
US$50.5亿
仅显示前 200 大持股（共 575 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 | 22.46% | -1.52% | +202.16% | |
| 2 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 16.43% | +0.29% | +6.70% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 9.90% | -1.04% | +2.22% | |
| 4 | DFVX | Dim US Large Cap Vector ETF | ETF-大型股与成长 | 6.80% | -0.65% | +24.38% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.52% | -0.21% | +1.67% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.10% | -0.14% | +199.25% | |
| 7 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 1.76% | — | -42.84% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.51% | -0.07% | -2.33% | |
| 9 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 1.46% | — | -11.48% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.12% | -0.06% | +2.64% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.02% | -0.58% | +37.37% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | -0.16% | +1.80% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.84% | -0.06% | -0.38% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 0.79% | +0.07% | -1.33% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.68% | -0.05% | +34.10% | |
| 16 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.66% | — | -4.53% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.58% | — | +28.19% | |
| 18 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 0.56% | — | -1.25% | |
| 19 | FTCS | First Trust Capital Strength | ETF-其他 | 0.55% | -0.10% | -0.27% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.53% | +0.06% | +5.14% | |
| 21 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.51% | — | -3.20% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.45% | -0.02% | -2.18% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.44% | -0.04% | -3.76% | |
| 24 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.40% | -0.21% | +0.52% | |
| 25 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.40% | -0.08% | +40.85% | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.39% | -0.08% | -12.10% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.38% | — | +180.33% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.37% | -0.03% | +131.33% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.36% | +0.07% | +3.34% | |
| 30 | GPN | Global Payments INC | 股票-工业 | 0.35% | — | -2.25% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.35% | -0.08% | +0.94% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.35% | — | +11.94% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.34% | -0.06% | +0.49% | |
| 34 | ACN | Accenture plc | 股票-科技 | 0.31% | -0.06% | +0.50% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.31% | +0.03% | +0.76% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.29% | — | -0.58% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.29% | +0.01% | +1.49% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.29% | +2.79% | +15.48% | |
| 39 | TSLA | Tesla INC | 股票-周期性消费 | 0.27% | -0.01% | -1.11% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工业 | 0.25% | -0.07% | -1.57% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.25% | — | +2.19% | |
| 42 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.25% | — | -3.79% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.24% | — | +1.93% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.23% | — | -1.81% | |
| 45 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.23% | +0.01% | +198.20% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.22% | — | -0.73% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.22% | +0.04% | +4.08% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.21% | — | +227.47% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.21% | — | -4.46% | |
| 50 | ERIE | Erie Indemnity Company-cl A | 股票-金融 | 0.21% | -0.04% | +1.88% |