CIK: 0001259671
申报总市值
US$13.4亿
仅显示前 200 大持股（共 322 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 | 5.51% | -0.65% | -1.15% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.83% | -0.15% | +7.62% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.29% | — | +210.30% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.80% | -0.07% | +3.95% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.58% | +0.18% | -0.59% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.55% | -0.34% | +75.96% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-其他 | 2.23% | — | +9.95% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 2.14% | — | -6.13% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 2.09% | — | +2.01% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.09% | — | +0.27% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.88% | -0.07% | +202.88% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.88% | -0.05% | +17.93% | |
| 13 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.87% | -0.21% | +4.72% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.78% | -0.09% | +2.07% | |
| 15 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.71% | -0.12% | +0.55% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.70% | -0.38% | +265.02% | |
| 17 | XLF | Ss Financial Select Sector | ETF-其他 | 1.69% | -0.27% | +12.37% | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 1.54% | -0.12% | +10.16% | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.38% | -0.09% | -0.22% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.36% | +0.14% | -19.35% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.30% | +0.11% | +17.13% | |
| 22 | VFH | Vanguard Financials ETF | ETF-其他 | 1.28% | -0.17% | -0.01% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.28% | -0.07% | +1.07% | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.28% | +0.10% | -6.84% | |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.21% | — | +0.96% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.20% | +0.09% | +104.53% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.20% | — | +7.06% | |
| 28 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.05% | — | +2.70% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.00% | -0.07% | -9.19% | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.92% | — | +6.67% | |
| 31 | MBB | Ishares Mbs ETF | ETF-其他 | 0.91% | -0.09% | +14.65% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.86% | — | -10.06% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.81% | — | +0.30% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | — | +0.54% | |
| 35 | CGCP | Cap Group Core Plus Income | ETF-其他 | 0.80% | — | +21.55% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.79% | — | -3.87% | |
| 37 | VTV | Vanguard Value ETF | ETF-其他 | 0.76% | — | -10.79% | |
| 38 | XLE | Ss Energy Select Sector | ETF-其他 | 0.74% | +0.15% | -6.16% | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.72% | +0.09% | -0.83% | |
| 40 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.71% | -0.05% | +0.12% | |
| 41 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.65% | +0.07% | +28.21% | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.64% | -0.08% | -2.57% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.59% | -0.06% | -3.01% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.57% | +0.12% | +1.58% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.55% | — | -2.33% | |
| 46 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 0.52% | — | -7.69% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.52% | — | -1.41% | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.47% | — | +4.46% | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.46% | — | -0.35% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.46% | — | -1.01% |