CIK: 0001120927
申报总市值
US$132.9亿
仅显示前 200 大持股（共 668 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 | 9.51% | -0.09% | +19.05% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 4.27% | +0.04% | +0.52% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 4.25% | +0.24% | +4.13% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 4.14% | -0.41% | +3.20% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-其他 | 3.89% | -0.05% | +5.76% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.84% | -0.09% | +4.39% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.20% | +0.20% | +18.50% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.91% | -0.89% | +3.87% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.33% | +0.19% | +16.08% | |
| 10 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 2.17% | +0.11% | -13.51% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.11% | +0.12% | +0.29% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.07% | +0.03% | -1.98% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.92% | -0.09% | -2.10% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.84% | -0.06% | +37.19% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.83% | — | +10.41% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.82% | +0.14% | +4.72% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.70% | +0.06% | +0.98% | |
| 18 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.68% | -0.03% | +7.34% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.60% | -0.09% | +5.47% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.43% | +0.01% | -7.71% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.41% | +0.10% | +11.97% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.32% | -0.04% | +2.52% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.17% | — | +0.93% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.14% | +0.02% | +8.40% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.10% | — | +1.64% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.01% | +0.06% | +1.15% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.92% | — | +7.91% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.90% | +0.02% | +2.06% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.86% | -0.16% | +2.60% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.84% | +0.05% | +2.84% | |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.78% | +0.12% | +13.71% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.73% | +0.05% | +2.06% | |
| 33 | IGF | Ishares Global Infrastructur | ETF-其他 | 0.67% | +0.06% | +0.94% | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.64% | — | +7.01% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.63% | — | -25.38% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.62% | +0.03% | +25.19% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.61% | — | -1.38% | |
| 38 | AMID | Argent Mid Cap ETF | ETF-其他 | 0.61% | — | +12.90% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.60% | — | +6.33% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.58% | — | -2.69% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.56% | — | -20.17% | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.54% | — | +444.44% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.54% | — | -0.75% | |
| 44 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.49% | +0.02% | +5.04% | |
| 45 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.46% | -0.03% | -4.13% | |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.43% | — | +0.54% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.41% | — | +2.81% | |
| 48 | NVDA | Nvidia CORP | 股票-科技 | 0.38% | -0.05% | -8.32% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.38% | — | +2.74% | |
| 50 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.34% | — | +0.69% |