CIK: 0001305707
申报总市值
US$13.9亿
仅显示前 200 大持股（共 306 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 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.36% | — | -1.40% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.53% | — | +2.40% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.46% | -0.07% | -0.56% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.24% | -0.14% | +1.66% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.19% | — | +0.25% | |
| 6 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.87% | — | -1.80% | |
| 7 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.69% | — | -0.99% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.67% | -0.18% | +0.78% | |
| 9 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 1.67% | — | -1.71% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.58% | — | -7.18% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.46% | -0.66% | +0.91% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.37% | — | +6.96% | |
| 13 | WFC | Wells Fargo & Co | 股票-金融 | 1.32% | -0.37% | +3.42% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.30% | — | -1.00% | |
| 15 | PEP | Pepsico INC | 股票-非周期性消费 | 1.28% | — | -4.74% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.27% | -0.15% | -16.38% | |
| 17 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.23% | — | +0.77% | |
| 18 | UTXZ | United Tech CORP | 股票-其他 | 1.19% | — | -0.15% | |
| 19 | C | Citigroup INC | 股票-金融 | 1.15% | -0.28% | +2.38% | |
| 20 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.13% | — | +8.44% | |
| 21 | PFE | Pfizer INC | 股票-医疗保健 | 1.10% | — | +0.78% | |
| 22 | AAPL | Apple INC | 股票-科技 | 1.07% | -0.16% | -6.76% | |
| 23 | BLKCHF | Blackrock INC | 股票-其他 | 1.06% | — | +1.06% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.06% | — | -2.17% | |
| 25 | SNY | Sanofi-adr | 股票-医疗保健 | 1.03% | — | +36.08% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.03% | — | -0.12% | |
| 27 | ENB | Enbridge INC | 股票-能源 | 1.00% | +0.08% | +1.82% | |
| 28 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.98% | +0.13% | -0.76% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.97% | — | -1.47% | |
| 30 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.97% | — | +10.07% | |
| 31 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.95% | — | +4.26% | |
| 32 | WPP | Wpp Plc-sponsored Adr | 股票-其他 | 0.93% | — | +736.87% | |
| 33 | GIS | General Mills INC | 股票-非周期性消费 | 0.91% | — | +2.67% | |
| 34 | ADI | Analog Devices INC | 股票-科技 | 0.91% | +0.20% | -6.20% | |
| 35 | AXP | American Express Co | 股票-金融 | 0.88% | — | -8.30% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.88% | -0.09% | -0.98% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.87% | -0.21% | -4.53% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.82% | — | -13.93% | |
| 39 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.80% | +0.09% | -3.38% | |
| 40 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.79% | — | +0.64% | |
| 41 | BHK | Blackrock Core Bond Trust | 股票-其他 | 0.71% | — | +2.19% | |
| 42 | VTV | Vanguard Value ETF | ETF-其他 | 0.70% | — | — | |
| 43 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.69% | — | +2.55% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.69% | — | -0.15% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.67% | — | +7.51% | |
| 46 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.66% | +0.08% | -0.37% | |
| 47 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.63% | -0.05% | +0.81% | |
| 48 | EPD | Enterprise Products Partners | 股票-能源 | 0.62% | — | -0.19% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.58% | — | -2.28% | |
| 50 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.57% | — | -2.61% |