CIK: 0001373442
申报总市值
US$856.5亿
仅显示前 200 大持股（共 699 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 | 6.11% | -0.26% | +6.22% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.39% | -0.35% | +2.41% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.19% | — | +3.07% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.04% | — | +1.06% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.04% | — | +0.61% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.61% | — | +5.04% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.60% | -0.60% | +1.16% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.44% | — | +10.45% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.39% | +0.21% | +10.60% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.30% | +0.16% | +19.44% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.29% | — | +14.44% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.20% | -0.11% | +1.69% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.19% | — | +1.77% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.13% | — | +3.59% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 1.08% | — | +10.63% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.94% | +0.08% | +6.38% | |
| 17 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.94% | — | -6.00% | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 0.88% | -0.09% | +13.06% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.88% | — | +3.85% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.87% | — | — | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.85% | — | +0.74% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.79% | — | +7.91% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 0.78% | — | +3.95% | |
| 24 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.76% | — | +3.84% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.74% | -0.10% | +6.77% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | -0.10% | +0.60% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.72% | — | +10.55% | |
| 28 | PEP | Pepsico INC | 股票-非周期性消费 | 0.71% | — | +6.39% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.69% | — | +0.31% | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.68% | — | +4.79% | |
| 31 | SYY | Sysco CORP | 股票-非周期性消费 | 0.68% | — | +6.38% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.66% | — | +2.38% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.64% | — | +5.69% | |
| 34 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.64% | — | +0.75% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.63% | +0.11% | +9.25% | |
| 36 | USB | US Bancorp | 股票-金融 | 0.63% | — | -2.81% | |
| 37 | MCHP | Microchip Technology INC | 股票-科技 | 0.62% | — | +1.79% | |
| 38 | HD | Home Depot INC | 股票-周期性消费 | 0.62% | — | +6.89% | |
| 39 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.60% | — | +0.74% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.60% | — | -1.26% | |
| 41 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.59% | — | +7.01% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.56% | — | -1.43% | |
| 43 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-其他 | 0.56% | — | -1.87% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.56% | — | +4.78% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | — | +0.40% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.53% | — | +4.30% | |
| 47 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.52% | — | +2.25% | |
| 48 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 0.52% | — | -1.26% | |
| 49 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.50% | — | +5.44% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | +0.14% | +0.60% |