CIK: 0001373442
申报总市值
US$856.5亿
仅显示前 200 大持股（共 580 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.52% | -0.26% | -8.99% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 4.11% | — | +0.03% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.53% | +0.21% | +2.39% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.39% | -0.11% | +621.35% | |
| 5 | ✓ | FTSE RAFI US 1500 Small Cap | 股票-其他 | 2.09% | — | +5.63% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 1.91% | — | +2.05% | |
| 7 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 1.90% | — | -2.41% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.80% | — | -7.30% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 1.79% | -0.09% | +3.05% | |
| 10 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 1.57% | — | +2.68% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.49% | +0.16% | +6.28% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.44% | -0.35% | +11.06% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.43% | — | -16.95% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.31% | — | +5.53% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.28% | — | +9.65% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.23% | — | -1.69% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.19% | — | +70.08% | |
| 18 | TYGEUR | Tortoise Energy Infrastruct | 股票-其他 | 1.17% | — | -7.45% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.15% | — | +1.04% | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.13% | — | +415.17% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.12% | — | +11.04% | |
| 22 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 1.04% | — | +14.72% | |
| 23 | UPS | United Parcel Service-cl B | 股票-工业 | 0.95% | — | +22.62% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | +0.14% | +9.16% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.85% | -0.60% | +18.93% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.85% | — | +1021.67% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.83% | +0.09% | +7.64% | |
| 28 | MPLX | Mplx LP | 股票-能源 | 0.81% | — | +1.73% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.79% | — | +7.42% | |
| 30 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.76% | — | +293.69% | |
| 31 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.75% | — | +3.49% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | -0.10% | +10.20% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.70% | — | -2.87% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.69% | +0.08% | +15.96% | |
| 35 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.67% | — | +4.83% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.67% | — | +2.15% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.66% | — | -64.16% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.65% | — | +7.28% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.62% | — | +17.76% | |
| 40 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.60% | -0.10% | +5.30% | |
| 41 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.56% | — | +5.20% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.56% | — | +3.55% | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.53% | — | +9.36% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.52% | — | +15.33% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.51% | +0.11% | +52.89% | |
| 46 | WMT | Walmart INC | 股票-非周期性消费 | 0.49% | +0.09% | +13.68% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.48% | — | +1.58% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.45% | +0.05% | +1.22% | |
| 49 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.45% | — | — | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.45% | — | +3.32% |