CIK: 0001120927
申报总市值
US$132.9亿
仅显示前 200 大持股（共 476 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 6.07% | -0.09% | +7.55% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 4.60% | +0.04% | +10.15% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.24% | — | +16.30% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 3.00% | -0.41% | +9.44% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.89% | -0.09% | +11.08% | |
| 6 | SCHH | Schwab US Reit ETF | ETF-其他 | 2.74% | — | +6.15% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.71% | -0.09% | +2.77% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.70% | — | +2.97% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 2.62% | +0.24% | +7.51% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.37% | +0.03% | +5.03% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.29% | +0.20% | +12.06% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.23% | -0.05% | +0.77% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.01% | — | +0.73% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.97% | +0.19% | +6.78% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.88% | -0.89% | +40.65% | |
| 16 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.80% | — | -5.26% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.78% | +0.12% | +8.17% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.47% | — | -95.08% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.31% | -0.16% | +0.62% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.26% | — | +3.45% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.20% | -0.04% | +13.64% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.19% | -0.09% | +2.44% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.13% | +0.02% | +10.15% | |
| 24 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 1.07% | — | -1.81% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.01% | +0.02% | +5.74% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.98% | — | +1.43% | |
| 27 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.96% | — | +7.09% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.94% | — | +3.32% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.93% | +0.01% | +3.81% | |
| 30 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.92% | +0.06% | +9.74% | |
| 31 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.90% | — | +1.96% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.88% | +0.14% | +13.82% | |
| 33 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.86% | — | -2.35% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.84% | +0.05% | +25.16% | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.83% | -0.03% | +4.78% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | — | +5.50% | |
| 37 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.79% | +0.10% | +10.67% | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.77% | — | +32.46% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.68% | — | +3.05% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.63% | +0.05% | +13.60% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.61% | — | +1.71% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.60% | — | -95.17% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.60% | -0.06% | +12.59% | |
| 44 | CEQPUSD | Crestwood Equity Partners LP | 股票-其他 | 0.58% | — | -0.10% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.57% | +0.06% | +5.45% | |
| 46 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.56% | -0.03% | +0.61% | |
| 47 | CNC | Centene CORP | 股票-医疗保健 | 0.51% | — | +25.75% | |
| 48 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.49% | — | -2.34% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.49% | -0.03% | +0.41% | |
| 50 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.47% | -0.04% | +11.41% |