CIK: 0001120927
申报总市值
US$132.9亿
仅显示前 200 大持股（共 315 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 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 6.77% | +0.04% | +4.09% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 5.73% | -0.09% | +3.19% | |
| 3 | IDV | Ishares International Select | ETF-其他 | 3.44% | — | -0.87% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.95% | — | +0.63% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.52% | +0.03% | +4.15% | |
| 6 | SCHH | Schwab US Reit ETF | ETF-其他 | 2.52% | — | +1.04% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.47% | -0.09% | -2.91% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.44% | — | +0.31% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.36% | -0.05% | +6.68% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.33% | -0.09% | +9.23% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.25% | — | -2.58% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.25% | +0.12% | +4.73% | |
| 13 | MRVL | Marvell Technology, Inc. | 股票-科技 | 2.21% | — | -0.15% | |
| 14 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 2.10% | — | -8.93% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.07% | — | +6.09% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.03% | — | +2.53% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.03% | +0.20% | -2.24% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.64% | +0.24% | +0.42% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.59% | +0.19% | +5.47% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.48% | — | -0.22% | |
| 21 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.47% | — | -3.96% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 1.44% | -0.41% | -6.78% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.29% | -0.09% | +0.80% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.14% | +0.02% | +4.95% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 1.11% | -0.16% | +14.08% | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.99% | +0.06% | +2.49% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.96% | — | +1.60% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.95% | — | -0.24% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.90% | -0.03% | +1.15% | |
| 30 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.87% | — | +1.54% | |
| 31 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.86% | — | +6.74% | |
| 32 | ALB | Albemarle CORP | 股票-原材料 | 0.80% | — | — | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.76% | — | -2.23% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.76% | +0.14% | +9.13% | |
| 35 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.73% | — | +6.88% | |
| 36 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.71% | — | -19.50% | |
| 37 | CEQPUSD | Crestwood Equity Partners LP | 股票-其他 | 0.70% | — | +301.23% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.69% | — | +3.41% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.63% | +0.01% | +7.76% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.59% | +0.10% | +8.65% | |
| 41 | BAX | Baxter International INC | 股票-医疗保健 | 0.59% | — | +1.47% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.57% | +0.06% | +15.03% | |
| 43 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.57% | — | +1.94% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | — | -54.17% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.56% | — | +4.91% | |
| 46 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.56% | -0.04% | +2.76% | |
| 47 | CBSH | Commerce Bancshares INC | 股票-金融 | 0.55% | +0.04% | +1.25% | |
| 48 | CNC | Centene CORP | 股票-医疗保健 | 0.53% | — | +21.36% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.50% | -0.04% | +2.90% | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.50% | — | +4.31% |