CIK: 0001259671
申报总市值
US$13.4亿
仅显示前 200 大持股（共 230 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.17% | -0.15% | -0.38% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.31% | — | +2.71% | |
| 3 | VHT | Vanguard Health Care ETF | ETF-其他 | 3.85% | -0.12% | -7.33% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.86% | — | -5.79% | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 2.68% | — | -16.69% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.49% | +0.18% | +4.74% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.22% | -0.34% | +2.86% | |
| 8 | VFH | Vanguard Financials ETF | ETF-其他 | 2.02% | -0.17% | -8.65% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.87% | -0.07% | +4.13% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.84% | -0.09% | +1.17% | |
| 11 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.79% | -0.07% | +27.12% | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.79% | -0.09% | -9.53% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.70% | — | +12.77% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.62% | — | -2.52% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.60% | -0.07% | +2.51% | |
| 16 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.58% | -0.21% | -9.56% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.57% | +0.10% | +0.78% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.36% | +0.07% | +0.28% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.28% | -0.07% | +12.94% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.23% | -0.06% | -1.94% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.16% | — | +10.71% | |
| 22 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.01% | — | -3.11% | |
| 23 | PEP | Pepsico INC | 股票-非周期性消费 | 1.01% | — | -0.37% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.00% | +0.14% | +18.39% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.97% | +0.11% | -0.53% | |
| 26 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.97% | — | -2.00% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.95% | — | +3.52% | |
| 28 | BND | Vanguard Total Bond Market | ETF-其他 | 0.88% | -0.12% | +14.86% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.88% | +0.09% | +0.92% | |
| 30 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.87% | — | -6.56% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.85% | -0.65% | -8.34% | |
| 32 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.83% | — | +0.13% | |
| 33 | XLF | Ss Financial Select Sector | ETF-其他 | 0.81% | -0.27% | -0.30% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.81% | +0.12% | +13.92% | |
| 35 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 0.79% | — | +0.78% | |
| 36 | INTC | Intel CORP | 股票-科技 | 0.77% | — | -0.01% | |
| 37 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.75% | — | -34.05% | |
| 38 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.72% | — | +27.95% | |
| 39 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.68% | — | +14.83% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.67% | — | +1.83% | |
| 41 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.66% | — | -2.79% | |
| 42 | XLE | Ss Energy Select Sector | ETF-其他 | 0.60% | +0.15% | -19.65% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.57% | — | -6.11% | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.57% | -0.08% | +0.23% | |
| 45 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.56% | — | +9.67% | |
| 46 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.55% | — | -8.60% | |
| 47 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.53% | — | +1.12% | |
| 48 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.53% | — | +4.20% | |
| 49 | VOX | Vanguard Communication Servi | ETF-其他 | 0.53% | — | -2.03% | |
| 50 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.51% | — | — |