CIK: 0001120927
申报总市值
US$132.9亿
仅显示前 200 大持股（共 609 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 | 8.21% | -0.09% | +2.77% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 4.46% | +0.04% | +4.04% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 4.36% | -0.41% | +0.59% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-其他 | 4.07% | -0.05% | -0.27% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 3.86% | +0.24% | +1.60% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.80% | -0.09% | -0.81% | |
| 7 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 3.09% | +0.11% | -0.10% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.89% | -0.89% | +3.66% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.77% | +0.20% | +3.34% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.42% | +0.03% | +2.26% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.15% | +0.12% | +3.47% | |
| 12 | AAPL | Apple INC | 股票-科技 | 2.10% | -0.09% | +9.02% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.04% | +0.19% | +3.65% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.92% | — | +0.06% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.82% | -0.09% | -1.48% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.79% | +0.06% | +0.04% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.78% | +0.14% | +0.65% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.68% | +0.01% | +2.83% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.57% | -0.04% | -1.61% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.52% | -0.06% | -0.53% | |
| 21 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.52% | -0.03% | +0.99% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.24% | — | -1.68% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.20% | +0.10% | +1.22% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 1.16% | -0.16% | +2.89% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.06% | +0.02% | +0.22% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.01% | +0.06% | +0.83% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.00% | +0.02% | -0.15% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.97% | — | -0.18% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.96% | — | -1.04% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.89% | — | -0.04% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.89% | +0.05% | +1.82% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.81% | +0.05% | +4.81% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.80% | — | +0.45% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.71% | — | +0.66% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.67% | — | -28.24% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.63% | — | +3.71% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.61% | — | +7.18% | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.58% | — | +5.49% | |
| 39 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.53% | -0.03% | +15.04% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.53% | +0.03% | -5.24% | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.53% | — | -2.75% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.52% | +0.02% | +0.81% | |
| 43 | AMID | Argent Mid Cap ETF | ETF-其他 | 0.49% | — | +4.11% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.47% | -0.05% | +28.67% | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.47% | — | -0.03% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.40% | — | +0.42% | |
| 47 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.39% | — | -1.38% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.37% | -0.03% | +7.72% | |
| 49 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.37% | — | -0.95% | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.37% | — | -0.38% |