CIK: 0001120927
申报总市值
US$132.9亿
仅显示前 200 大持股（共 664 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 | 8.52% | -0.09% | +2.46% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 4.51% | -0.41% | +3.40% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 4.18% | +0.04% | +6.78% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 4.07% | +0.24% | +8.25% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-其他 | 3.92% | -0.05% | -0.12% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.92% | -0.09% | +1.92% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.98% | -0.89% | +6.46% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.90% | +0.20% | +4.13% | |
| 9 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 2.68% | +0.11% | +18.18% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.37% | +0.03% | +2.34% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.25% | -0.09% | +1.47% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.08% | +0.19% | +2.29% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.99% | +0.12% | +7.92% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.91% | +0.06% | +3.53% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.87% | — | -1.19% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.78% | +0.14% | +2.97% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.70% | +0.01% | +1.07% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.68% | -0.09% | -2.89% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.65% | -0.03% | +8.02% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.46% | -0.04% | +0.01% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.43% | -0.06% | +2.64% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.25% | +0.10% | +3.50% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.23% | — | +1.12% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.08% | +0.06% | +4.44% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.00% | +0.02% | +4.38% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.96% | -0.16% | +0.91% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.96% | +0.02% | +1.84% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.95% | — | +0.62% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | — | +1.89% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.87% | — | -0.86% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.82% | +0.05% | +0.84% | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.69% | +0.12% | +39.89% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.69% | +0.05% | -1.38% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.68% | — | -0.73% | |
| 35 | IGF | Ishares Global Infrastructur | ETF-其他 | 0.65% | +0.06% | +72.87% | |
| 36 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.61% | — | -4.65% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.59% | — | -2.07% | |
| 38 | AMID | Argent Mid Cap ETF | ETF-其他 | 0.59% | — | +20.41% | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.59% | — | +3.54% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.57% | — | +1.35% | |
| 41 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.56% | -0.03% | +6.01% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.53% | — | -5.15% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.52% | +0.02% | +1.25% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.52% | -0.05% | +8.26% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.48% | +0.03% | +8.31% | |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.46% | — | -3.17% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.39% | — | -2.80% | |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.37% | — | -0.37% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.36% | -0.03% | +6.31% | |
| 50 | ET | Energy Transfer LP | 股票-能源 | 0.36% | +0.03% | +1.56% |