CIK: 0000853758
申报总市值
US$675.8亿
仅显示前 200 大持股（共 1347 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 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 4.16% | -0.01% | +4.48% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.97% | — | +5.54% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.83% | — | +28.05% | |
| 4 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 3.42% | — | +5.11% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.92% | -0.25% | -97.77% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.90% | +0.29% | +21.86% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.74% | +0.26% | +22.10% | |
| 8 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 2.34% | — | +2.96% | |
| 9 | IVLU | Ishares Msci International V | ETF-其他 | 1.97% | — | +6.81% | |
| 10 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 1.94% | — | +3.68% | |
| 11 | IQLT | Ishares Msci International Q | ETF-其他 | 1.94% | — | +7.60% | |
| 12 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.93% | +0.04% | +6.64% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.89% | — | -0.01% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.51% | — | +73.94% | |
| 15 | EMGF | Ishares Emerging Markets Equ | ETF-新兴市场 | 1.45% | — | +6.69% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.44% | -0.35% | +7.64% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.26% | +0.07% | +12.45% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.13% | — | -5.02% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.08% | — | +8.24% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.02% | — | +51.13% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.96% | -0.07% | +3.93% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.95% | -0.08% | +22.71% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.88% | — | +9.74% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 0.87% | — | -7.70% | |
| 25 | EOG | Eog Resources INC | 股票-能源 | 0.81% | -0.07% | +2.36% | |
| 26 | VTV | Vanguard Value ETF | ETF-其他 | 0.75% | — | -0.42% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.71% | — | +22.67% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.69% | — | +19.54% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.68% | — | +63.55% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.68% | — | +15.06% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.65% | +0.07% | +20.20% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.56% | — | -2.36% | |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.54% | — | -10.92% | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.54% | +0.02% | +63.91% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.51% | — | +31.11% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | — | +18.56% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | +0.12% | -1.64% | |
| 38 | BWZ | State Street Spdr Bloomberg | ETF-其他 | 0.46% | — | +4.96% | |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.45% | — | -5.74% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.41% | +0.03% | +62.53% | |
| 41 | SUB | Ishares Short-term National | ETF-其他 | 0.41% | +0.07% | +64.57% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.39% | +0.07% | +2.48% | |
| 43 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.38% | — | +19.89% | |
| 44 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.37% | — | +15.64% | |
| 45 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.37% | -0.07% | +31.56% | |
| 46 | TSLA | Tesla INC | 股票-周期性消费 | 0.35% | — | -48.18% | |
| 47 | WMT | Walmart INC | 股票-非周期性消费 | 0.35% | — | +9.04% | |
| 48 | T | At&t INC | 股票-通信服务 | 0.34% | — | -2.29% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.34% | — | +2.70% | |
| 50 | VZ | Verizon Communications INC | 股票-通信服务 | 0.34% | — | +22.02% |