CIK: 0001120927
申报总市值
US$132.9亿
仅显示前 200 大持股（共 210 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 | IDV | Ishares International Select | ETF-其他 | 8.10% | — | -20.84% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 7.37% | +0.04% | -17.12% | |
| 3 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 6.45% | — | -3.09% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 5.45% | — | +6.45% | |
| 5 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 4.73% | — | -7.88% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.88% | — | -3.10% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 3.76% | — | +2087.37% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.42% | — | +4.67% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.22% | -0.09% | +0.68% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.03% | +0.03% | +6.70% | |
| 11 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.99% | — | -10.35% | |
| 12 | PRFTUSD | Perficient INC | 股票-其他 | 1.94% | — | — | |
| 13 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.84% | — | +5.83% | |
| 14 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 1.81% | — | -34.44% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.81% | — | -3.38% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.78% | — | +11.56% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.72% | — | -0.49% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.49% | +0.24% | -1.07% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 1.40% | -0.41% | +1.02% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.39% | -0.09% | -2.77% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.28% | +0.12% | -37.30% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.17% | — | +1.19% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.04% | +0.03% | -8.85% | |
| 24 | LNC | Lincoln National CORP | 股票-金融 | 0.96% | — | +1.32% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.89% | +0.02% | +383.35% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.88% | +0.06% | +67.70% | |
| 27 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.80% | -0.03% | +51.17% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.80% | +0.06% | -4.70% | |
| 29 | ON | On Semiconductor | 股票-科技 | 0.79% | — | -0.13% | |
| 30 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.74% | +0.14% | +1.83% | |
| 31 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.69% | — | +4.12% | |
| 32 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 0.68% | — | +2.85% | |
| 33 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.66% | — | +3.25% | |
| 34 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 0.64% | — | +12.45% | |
| 35 | PEP | Pepsico INC | 股票-非周期性消费 | 0.62% | — | -26.09% | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.59% | — | +8.23% | |
| 37 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.58% | — | -34.97% | |
| 38 | AAPL | Apple INC | 股票-科技 | 0.55% | -0.09% | +6.84% | |
| 39 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.50% | — | -4.52% | |
| 40 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.50% | — | -8.10% | |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.48% | — | -13.58% | |
| 42 | CBSH | Commerce Bancshares INC | 股票-金融 | 0.45% | +0.04% | -17.28% | |
| 43 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.44% | — | -17.13% | |
| 44 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.43% | — | +2.54% | |
| 45 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.41% | — | -2.55% | |
| 46 | PFE | Pfizer INC | 股票-医疗保健 | 0.39% | — | +4.52% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.38% | — | -8.36% | |
| 48 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.38% | — | +4.12% | |
| 49 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.38% | — | -0.62% | |
| 50 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.38% | — | -14.96% |