CIK: 0001373442
申报总市值
US$856.5亿
仅显示前 200 大持股（共 718 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 | 6.67% | -0.26% | +5.40% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.43% | -0.35% | +6.34% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.37% | -0.60% | +6.35% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.04% | — | -2.97% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.93% | — | +1.90% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.88% | +0.16% | +39.26% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.59% | — | -3.33% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.50% | -0.11% | +4.59% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.45% | — | -2.08% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.43% | +0.21% | +9.35% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.40% | — | +7.93% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.34% | — | +3.30% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.29% | -0.10% | +11.82% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.28% | — | +22.77% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.13% | -0.09% | +6.52% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.05% | — | +1.91% | |
| 17 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.98% | — | -0.21% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.94% | +0.08% | +5.13% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.90% | — | +28.31% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.84% | — | -12.01% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.82% | — | +15.70% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.77% | — | +25.84% | |
| 23 | HD | Home Depot INC | 股票-周期性消费 | 0.76% | — | +6.07% | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.74% | — | -1.67% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.73% | — | +6.24% | |
| 26 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.69% | — | +1.37% | |
| 27 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.69% | — | +7.05% | |
| 28 | PEP | Pepsico INC | 股票-非周期性消费 | 0.68% | — | +4.47% | |
| 29 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.67% | — | +28.48% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.66% | — | +10.26% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.64% | — | +29.71% | |
| 32 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.62% | — | +18.48% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.62% | — | +6.24% | |
| 34 | MCHP | Microchip Technology INC | 股票-科技 | 0.59% | — | +0.90% | |
| 35 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.58% | — | +17.70% | |
| 36 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.58% | — | +3.61% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.57% | +0.09% | +40.70% | |
| 38 | CRM | Salesforce INC | 股票-科技 | 0.57% | — | +7.92% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | -0.10% | +7.80% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.55% | -0.20% | +4.57% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.54% | — | +3.67% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.54% | — | -5.20% | |
| 43 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.53% | — | +0.18% | |
| 44 | ABBV | Abbvie INC | 股票-医疗保健 | 0.51% | — | +2.27% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.51% | +0.11% | +25.79% | |
| 46 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-其他 | 0.51% | — | -0.63% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.50% | — | -3.55% | |
| 48 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.49% | — | +278.18% | |
| 49 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.49% | — | +3.43% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.48% | — | -9.76% |