CIK: 0001373442
申报总市值
US$856.5亿
仅显示前 200 大持股（共 807 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 | 7.73% | -0.26% | +4.65% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.85% | — | -2.67% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.43% | +0.21% | +3.30% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.99% | -0.11% | +2.63% | |
| 5 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 1.94% | — | +8.24% | |
| 6 | AAPL | Apple INC | 股票-科技 | 1.67% | -0.35% | +6.75% | |
| 7 | TYGEUR | Tortoise Energy Infrastruct | 股票-其他 | 1.47% | — | +1.03% | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 1.47% | -0.09% | +4.91% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 1.45% | — | +1.07% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.33% | — | +6.16% | |
| 11 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 1.23% | — | -0.05% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.22% | — | +33.24% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.21% | -0.60% | +1.32% | |
| 14 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 1.12% | — | -2.15% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.03% | — | +0.09% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.03% | — | +4.54% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.96% | — | -1.73% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.95% | — | +189.75% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.93% | — | +4.85% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.90% | — | +10.85% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.89% | +0.16% | -11.40% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.87% | — | -0.08% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.85% | — | +4.42% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.76% | — | +6.56% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.72% | +0.08% | +3.05% | |
| 26 | UPS | United Parcel Service-cl B | 股票-工业 | 0.71% | — | +5.26% | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.70% | -0.10% | +5.02% | |
| 28 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.67% | — | +3.86% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.67% | — | +3.60% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | -0.10% | +2.94% | |
| 31 | MPLX | Mplx LP | 股票-能源 | 0.66% | — | +0.49% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.63% | +0.09% | +1.14% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.62% | — | +6.58% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | +0.14% | -1.83% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.61% | — | +9.93% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.60% | — | +20.13% | |
| 37 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.59% | — | -1.33% | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.57% | — | +24.70% | |
| 39 | USB | US Bancorp | 股票-金融 | 0.55% | — | +1.08% | |
| 40 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.53% | — | -31.21% | |
| 41 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.53% | — | +6.92% | |
| 42 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.51% | — | +4.92% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.51% | — | +11.46% | |
| 44 | MMM | 3m Co | 股票-工业 | 0.51% | — | +9.03% | |
| 45 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 0.50% | — | -6.88% | |
| 46 | WMT | Walmart INC | 股票-非周期性消费 | 0.50% | +0.09% | -4.48% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.49% | — | +1.07% | |
| 48 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.47% | — | -11.68% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.47% | — | +25.07% | |
| 50 | PFE | Pfizer INC | 股票-医疗保健 | 0.47% | — | +1.18% |