CIK: 0001120927
申报总市值
US$132.9亿
仅显示前 200 大持股（共 275 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 | 7.88% | — | -18.64% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 7.84% | +0.04% | -1.29% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 5.68% | — | +0.20% | |
| 4 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 4.56% | — | -6.48% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.48% | — | +2.21% | |
| 6 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 3.40% | — | -4.94% | |
| 7 | SCHH | Schwab US Reit ETF | ETF-其他 | 3.35% | — | +47.70% | |
| 8 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 2.96% | — | +6.36% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.45% | -0.09% | +17.11% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.35% | -0.09% | +184.61% | |
| 11 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.19% | — | +2.34% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.05% | +0.03% | -0.67% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.87% | — | +13.71% | |
| 14 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.66% | — | -5.61% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.63% | +0.12% | +24.95% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 1.52% | +0.24% | +9.52% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.40% | — | +1.50% | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 1.39% | -0.41% | -2.19% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.39% | -0.05% | +81.69% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.35% | — | -0.21% | |
| 21 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.08% | — | -3.16% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.08% | +0.02% | +23.62% | |
| 23 | AAPL | Apple INC | 股票-科技 | 1.08% | -0.09% | +32.17% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.03% | — | +11.37% | |
| 25 | BAX | Baxter International INC | 股票-医疗保健 | 0.96% | — | +0.17% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.92% | -0.09% | +13.41% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.91% | +0.20% | +224.15% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.89% | +0.06% | +1.79% | |
| 29 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.83% | +0.06% | +14.18% | |
| 30 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.76% | -0.03% | -0.05% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.76% | — | +9.63% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.76% | +0.14% | +0.65% | |
| 33 | FTV | Fortive CORP | 股票-科技 | 0.74% | — | +2303.50% | |
| 34 | ON | On Semiconductor | 股票-科技 | 0.73% | — | +0.05% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.65% | -0.16% | +10.27% | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 0.65% | — | +22.56% | |
| 37 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.63% | — | +19.16% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.50% | +0.19% | +76.19% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | +0.03% | -34.60% | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.46% | — | +13.34% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.46% | — | +49.24% | |
| 42 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.46% | — | +2.35% | |
| 43 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.45% | — | -0.00% | |
| 44 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.43% | -0.04% | +7.53% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.42% | — | +15.07% | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.41% | +0.10% | -3.07% | |
| 47 | LNC | Lincoln National CORP | 股票-金融 | 0.41% | — | -53.55% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.40% | +0.01% | +17.75% | |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.39% | — | +4.91% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.37% | -0.03% | +21.70% |