CIK: 0001029730
申报总市值
US$158.8亿
仅显示前 200 大持股（共 5031 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 | AAPL | Apple INC | 股票-科技 | 2.22% | +0.43% | -0.87% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.94% | -0.01% | +43.35% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.60% | -0.04% | -34.61% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.45% | -0.34% | -3.59% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.19% | -0.02% | +19.42% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.17% | -0.02% | +3.80% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.16% | -0.27% | +3.14% | |
| 8 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.08% | — | +21.36% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.02% | — | +0.44% | |
| 10 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.01% | — | +76.91% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.00% | — | +11.24% | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 0.94% | +0.02% | -2.45% | |
| 13 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.93% | — | +4.98% | |
| 14 | T | At&t INC | 股票-通信服务 | 0.93% | — | +0.03% | |
| 15 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.88% | — | +10.99% | |
| 16 | BND | Vanguard Total Bond Market | ETF-其他 | 0.82% | +0.01% | +7.00% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.82% | — | +2.39% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.79% | +0.06% | +1.36% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.79% | — | -0.35% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | — | -1.16% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.77% | — | -3.05% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.77% | -0.10% | +47.21% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.75% | — | +0.78% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.72% | — | +6.43% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.68% | +0.02% | +17.06% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.66% | +0.10% | +7.25% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.65% | — | +0.04% | |
| 28 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.64% | -0.08% | +883.51% | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.63% | -0.04% | +7.29% | |
| 30 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 0.60% | — | +0.66% | |
| 31 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.60% | — | +13.45% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.59% | — | -3.56% | |
| 33 | MO | Altria Group INC | 股票-非周期性消费 | 0.58% | — | -0.37% | |
| 34 | GNMA | Ishares Gnma Bond ETF | ETF-其他 | 0.57% | — | -2.93% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.57% | -0.42% | +202.07% | |
| 36 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.56% | — | -2.45% | |
| 37 | VZ | Verizon Communications INC | 股票-通信服务 | 0.56% | — | -6.16% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.55% | +0.03% | +6.74% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.52% | — | -4.59% | |
| 40 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.49% | — | +12.05% | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.49% | — | +12.70% | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.48% | -0.09% | +14.18% | |
| 43 | WFC | Wells Fargo & Co | 股票-金融 | 0.46% | — | -7.22% | |
| 44 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.43% | — | +0.26% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.42% | — | -3.06% | |
| 46 | MMM | 3m Co | 股票-工业 | 0.41% | — | -2.37% | |
| 47 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.40% | — | +2.35% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.40% | +0.03% | +7.94% | |
| 49 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.40% | — | +20.04% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.39% | — | -17.27% |