CIK: 0001259671
申报总市值
US$13.4亿
仅显示前 200 大持股（共 305 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 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 5.43% | -0.65% | -0.73% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.34% | -0.15% | -2.06% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.45% | — | +2.71% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.97% | +0.18% | -3.52% | |
| 5 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.53% | -0.07% | -1.32% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 2.31% | — | +43.42% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.22% | — | +12.92% | |
| 8 | VHT | Vanguard Health Care ETF | ETF-其他 | 2.14% | -0.12% | +2.29% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.12% | +0.14% | +2.74% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.12% | -0.38% | +1.35% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.93% | — | +5.35% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.81% | -0.07% | +0.61% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.79% | — | +11.26% | |
| 14 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.69% | +0.10% | +14.14% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.59% | -0.34% | -1.97% | |
| 16 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.54% | -0.21% | +1.20% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.44% | -0.09% | -1.20% | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 1.43% | -0.12% | -13.39% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.32% | -0.05% | +3.14% | |
| 20 | VFH | Vanguard Financials ETF | ETF-其他 | 1.24% | -0.17% | +8.32% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.23% | -0.07% | -4.77% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.23% | -0.07% | -1.12% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.20% | -0.09% | +1.58% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.16% | +0.09% | +5.55% | |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.13% | — | -6.01% | |
| 26 | XLF | Ss Financial Select Sector | ETF-其他 | 1.09% | -0.27% | -7.37% | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.02% | — | -2.76% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.01% | +0.11% | +4.48% | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.99% | — | +5.97% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.97% | — | -3.56% | |
| 31 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.93% | — | -0.62% | |
| 32 | XLE | Ss Energy Select Sector | ETF-其他 | 0.90% | +0.15% | +9.05% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.89% | — | +5.52% | |
| 34 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 0.87% | — | +11.14% | |
| 35 | VTV | Vanguard Value ETF | ETF-其他 | 0.79% | — | -2.55% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | — | -0.98% | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.73% | — | +10.11% | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.71% | +0.09% | -1.06% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.71% | -0.08% | -1.80% | |
| 40 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.69% | -0.05% | +2.50% | |
| 41 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 0.69% | — | +4.57% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.65% | +0.12% | -26.36% | |
| 43 | MBB | Ishares Mbs ETF | ETF-其他 | 0.63% | -0.09% | -10.13% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.62% | -0.06% | +1.07% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.62% | — | +24.33% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.58% | +0.07% | -4.20% | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.55% | — | -0.85% | |
| 48 | PEP | Pepsico INC | 股票-非周期性消费 | 0.53% | — | +2.37% | |
| 49 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.49% | — | +9.65% | |
| 50 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.49% | — | -5.21% |