CIK: 0001373442
申报总市值
US$856.5亿
仅显示前 200 大持股（共 1104 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 | 6.05% | -0.26% | +11.00% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.21% | — | -0.40% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.05% | — | -1.18% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.70% | — | +2.62% | |
| 5 | AAPL | Apple INC | 股票-科技 | 1.66% | -0.35% | +5.90% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.53% | -0.60% | +7.62% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.48% | — | +8.35% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.24% | +0.21% | +9.97% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.21% | — | +20.48% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.19% | — | +8.93% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.18% | -0.11% | -0.85% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.17% | — | +0.08% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.10% | — | +25.20% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.02% | +0.08% | +7.09% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.01% | +0.16% | +22.06% | |
| 16 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.92% | — | +1.94% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 0.92% | — | +6.06% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.92% | — | +1.88% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.87% | — | -1.43% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.80% | — | +2.94% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 0.79% | — | +10.85% | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.77% | -0.10% | +8.24% | |
| 23 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.75% | — | +7.93% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 0.72% | -0.09% | +3.83% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.71% | — | +1.45% | |
| 26 | CSCO | Cisco Systems INC | 股票-科技 | 0.71% | — | +0.31% | |
| 27 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.70% | — | -7.58% | |
| 28 | USB | US Bancorp | 股票-金融 | 0.70% | — | -6.99% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.68% | — | +34.05% | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.67% | — | -4.98% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.66% | — | -8.80% | |
| 32 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.66% | — | +1.96% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.65% | +0.11% | +5.41% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | -0.10% | +2.13% | |
| 35 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.63% | -0.18% | -1.29% | |
| 36 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-其他 | 0.63% | — | +24456.77% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.62% | +0.14% | +1.81% | |
| 38 | HD | Home Depot INC | 股票-周期性消费 | 0.61% | — | +4.04% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.60% | — | +17.80% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | — | +2.18% | |
| 41 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.59% | — | -3.75% | |
| 42 | MCHP | Microchip Technology INC | 股票-科技 | 0.57% | — | +48.48% | |
| 43 | SYY | Sysco CORP | 股票-非周期性消费 | 0.57% | — | +40.93% | |
| 44 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 0.57% | — | — | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.56% | — | +28.75% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.56% | — | +13.04% | |
| 47 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.56% | — | +2.33% | |
| 48 | PFE | Pfizer INC | 股票-医疗保健 | 0.55% | — | +0.35% | |
| 49 | TYGEUR | Tortoise Energy Infrastruct | 股票-其他 | 0.54% | — | +13.26% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.53% | — | +14.83% |