CIK: 0001120927
申报总市值
US$132.9亿
仅显示前 200 大持股（共 527 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 | 8.31% | -0.09% | +2.92% | |
| 2 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 5.58% | +0.11% | -27.74% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 5.20% | +0.04% | +14.05% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-其他 | 4.33% | -0.05% | +3.72% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 3.36% | +0.24% | +5.90% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 3.35% | -0.41% | +4.89% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.34% | -0.09% | +12.80% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.29% | -0.89% | +4.57% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.83% | +0.20% | +5.60% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.16% | -0.09% | +0.25% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.12% | +0.19% | +7.71% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.94% | +0.12% | +24.14% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.84% | +0.03% | +7.03% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.59% | +0.01% | +8.09% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.44% | -0.06% | -1.84% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.42% | +0.14% | +9.50% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.41% | — | +0.46% | |
| 18 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.34% | +0.06% | +5.33% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.33% | -0.09% | +9.02% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.33% | — | +1.17% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.32% | — | -2.39% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.27% | -0.04% | -0.10% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.26% | — | -2.72% | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.22% | -0.03% | +6.00% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.16% | — | +0.27% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.09% | +0.02% | +13.22% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | -0.16% | -0.68% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.03% | — | -1.24% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.01% | +0.10% | +5.30% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.00% | +0.02% | +4.38% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.91% | — | -0.43% | |
| 32 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.85% | — | -6.03% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.84% | +0.05% | +4.77% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.81% | — | +6.04% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.77% | +0.06% | +10.19% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.73% | +0.03% | +2.35% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.72% | +0.05% | +11.22% | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.66% | — | -0.48% | |
| 39 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.62% | — | -27.66% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.55% | — | +2.99% | |
| 41 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.53% | — | +2.65% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.53% | +0.02% | +14.67% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.51% | -0.03% | -2.85% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.50% | — | -3.10% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.44% | — | +6.52% | |
| 46 | NUE | Nucor CORP | 股票-原材料 | 0.44% | — | -0.09% | |
| 47 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.43% | — | +3.40% | |
| 48 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.36% | — | -4.65% | |
| 49 | AMID | Argent Mid Cap ETF | ETF-其他 | 0.36% | — | +7.67% | |
| 50 | CEQPUSD | Crestwood Equity Partners LP | 股票-其他 | 0.35% | — | — |