CIK: 0001373442
申报总市值
US$856.5亿
仅显示前 200 大持股（共 1370 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 | 4.79% | -0.26% | +4.67% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.61% | -0.35% | +7.37% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.03% | +0.21% | +8.13% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.39% | -0.60% | +7.48% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 1.51% | — | +8.67% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.49% | +0.09% | +2.13% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.41% | — | +1.96% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.30% | — | +0.51% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.22% | +0.05% | -1.92% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.15% | +0.16% | +14.33% | |
| 11 | APO | Apollo Global Management INC | 股票-金融 | 1.14% | +0.18% | +0.34% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.05% | — | +1.01% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.01% | -0.10% | +2251.44% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.98% | — | +1.02% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.98% | — | +3.18% | |
| 16 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.90% | — | +1.14% | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 0.90% | -0.09% | +9.70% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.89% | — | +5.81% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.89% | — | -1.13% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.80% | — | -9.96% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.78% | +0.08% | +9.60% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.75% | -0.11% | +1.63% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | -0.10% | +20.76% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.73% | — | +3.30% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.73% | — | -0.20% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.67% | — | +2.21% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.64% | — | +1.77% | |
| 28 | HD | Home Depot INC | 股票-周期性消费 | 0.63% | — | +14.41% | |
| 29 | TSLA | Tesla INC | 股票-周期性消费 | 0.61% | -0.16% | +16.06% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.58% | +0.10% | +16.56% | |
| 31 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.57% | — | +1.95% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.57% | +0.11% | +1.42% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.57% | -0.11% | +11.97% | |
| 34 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.57% | — | +3.78% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | — | +11.68% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.54% | — | +17.86% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.53% | — | -1.88% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.53% | +0.08% | +26.89% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.53% | — | +4.89% | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.51% | +0.09% | +26.09% | |
| 41 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.50% | — | -4.18% | |
| 42 | VZ | Verizon Communications INC | 股票-通信服务 | 0.50% | — | -16.07% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.49% | -0.07% | +6.33% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.49% | — | -0.60% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.49% | -0.33% | +9.30% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.49% | — | +16.49% | |
| 47 | NEE | Nextera Energy INC | 股票-公用事业 | 0.49% | — | +17.32% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.48% | — | +56.77% | |
| 49 | AVGO | Broadcom INC | 股票-科技 | 0.48% | -0.31% | +16.52% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.47% | — | -3.00% |