CIK: 0001120927
申报总市值
US$132.9亿
仅显示前 200 大持股（共 446 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 | 7.10% | -0.09% | +156.49% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 4.16% | +0.04% | +0.82% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-其他 | 3.24% | -0.05% | +59.64% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.14% | — | +7.51% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 2.93% | -0.41% | +13.05% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 2.93% | +0.24% | +15.58% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.70% | -0.09% | +4.97% | |
| 8 | SCHH | Schwab US Reit ETF | ETF-其他 | 2.59% | — | +107.35% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.44% | +0.20% | +17.21% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.39% | -0.09% | -9.96% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.34% | — | -2.43% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.26% | +0.03% | +4.85% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.97% | — | +6.83% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.92% | +0.19% | +8.16% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.81% | -0.89% | +4.63% | |
| 16 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.72% | — | -0.33% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.72% | +0.12% | +7.44% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.42% | — | +1953.73% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.21% | — | +4.09% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.19% | -0.16% | +2.52% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.14% | +0.02% | +10.04% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.09% | -0.09% | +3.75% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.07% | -0.04% | +1.51% | |
| 24 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.06% | +0.14% | +25.74% | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.06% | — | +52.52% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.99% | — | +140.86% | |
| 27 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.98% | — | -1.72% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.95% | +0.02% | +2.87% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | — | -94.84% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.93% | — | +1.20% | |
| 31 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.92% | +0.06% | +17.33% | |
| 32 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.89% | — | +2.95% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.89% | +0.01% | +5.26% | |
| 34 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.86% | +0.10% | +15.32% | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.85% | -0.03% | +20.94% | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.84% | — | +7.10% | |
| 37 | CNC | Centene CORP | 股票-医疗保健 | 0.84% | — | +68.20% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.78% | +0.05% | -3.09% | |
| 39 | ALB | Albemarle CORP | 股票-原材料 | 0.75% | — | — | |
| 40 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.72% | — | +0.26% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.67% | — | +2.52% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.62% | +0.06% | +13.99% | |
| 43 | CEQPUSD | Crestwood Equity Partners LP | 股票-其他 | 0.62% | — | +1.12% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.60% | +0.05% | +5.66% | |
| 45 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.57% | -0.03% | +8.69% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.56% | — | +1.26% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.53% | -0.06% | -1.87% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.52% | — | +1888.91% | |
| 49 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.47% | — | +7.11% | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.46% | — | +188.20% |