CIK: 0000853758
申报总市值
US$675.8亿
仅显示前 200 大持股（共 1865 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 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.13% | +0.29% | +13.96% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.42% | — | +138.78% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 3.18% | -0.01% | +9.41% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.03% | — | +3.70% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.98% | +0.26% | +12.89% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.94% | -0.25% | +8.29% | |
| 7 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 2.75% | — | +5.32% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.19% | — | +2.38% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.16% | — | +13.64% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.96% | — | +1.02% | |
| 11 | IQLT | Ishares Msci International Q | ETF-其他 | 1.51% | — | +5.05% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.48% | -0.35% | +8.04% | |
| 13 | IVLU | Ishares Msci International V | ETF-其他 | 1.48% | — | +6.40% | |
| 14 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 1.48% | — | +5.26% | |
| 15 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.46% | +0.04% | +11.43% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.36% | — | +41.79% | |
| 17 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 1.34% | — | +0.45% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.29% | +0.07% | +20.72% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.28% | -0.08% | -0.32% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.23% | +0.02% | +15.69% | |
| 21 | RJF | Raymond James Financial INC | 股票-金融 | 1.13% | — | +768.23% | |
| 22 | EMGF | Ishares Emerging Markets Equ | ETF-新兴市场 | 1.13% | — | +8.59% | |
| 23 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.08% | — | -1.02% | |
| 24 | SUB | Ishares Short-term National | ETF-其他 | 0.94% | +0.07% | +27.48% | |
| 25 | EOG | Eog Resources INC | 股票-能源 | 0.85% | -0.07% | -4.98% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.77% | +0.16% | -2.07% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.69% | — | +16.52% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | — | +11.62% | |
| 29 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.67% | — | +7.02% | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.66% | — | +2.76% | |
| 31 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.60% | — | +29.11% | |
| 32 | DFIV | Dimensional International Va | ETF-其他 | 0.60% | +0.10% | +0.15% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.60% | — | +138.02% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.59% | — | +2.72% | |
| 35 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.52% | — | +2.69% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.52% | — | +4.77% | |
| 37 | DFAT | Dimensional US Target Value | ETF-其他 | 0.52% | — | +0.52% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.51% | -0.07% | +9.11% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | +0.12% | +13.68% | |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.47% | — | +5.10% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.46% | -0.07% | +30.35% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.43% | — | +10.28% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.43% | +0.08% | +29.48% | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.41% | — | +2.92% | |
| 45 | VUG | Vanguard Growth ETF | ETF-其他 | 0.41% | — | +29.99% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.40% | +0.07% | +12.27% | |
| 47 | TSLA | Tesla INC | 股票-周期性消费 | 0.39% | — | +3.56% | |
| 48 | HD | Home Depot INC | 股票-周期性消费 | 0.39% | — | +7.38% | |
| 49 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.39% | — | +96.17% | |
| 50 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.37% | — | +5.80% |