CIK: 0001259671
申报总市值
US$13.4亿
仅显示前 200 大持股（共 334 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 | 5.15% | -0.15% | +2.29% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 5.10% | -0.65% | -3.93% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.11% | — | -4.67% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 3.67% | — | +45.29% | |
| 5 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.79% | -0.07% | +3.67% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.77% | +0.18% | -3.21% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-其他 | 2.25% | — | -4.50% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 2.15% | -0.12% | +31.73% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.91% | — | +3.23% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.82% | -0.38% | +8.63% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.79% | -0.07% | -1.55% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | -0.34% | -28.77% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.72% | -0.05% | -10.61% | |
| 14 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.72% | +0.10% | +20.25% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.65% | — | -8.06% | |
| 16 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.61% | -0.09% | +5.72% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.58% | +0.11% | +18.33% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.55% | +0.14% | +6.99% | |
| 19 | XLF | Ss Financial Select Sector | ETF-其他 | 1.42% | -0.27% | -13.89% | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.42% | -0.21% | -9.99% | |
| 21 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.38% | -0.12% | -6.98% | |
| 22 | AAPL | Apple INC | 股票-科技 | 1.26% | -0.09% | -4.43% | |
| 23 | VFH | Vanguard Financials ETF | ETF-其他 | 1.24% | -0.17% | -1.66% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.23% | -0.07% | +0.22% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.23% | +0.09% | -7.95% | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.11% | — | +3.69% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.07% | — | +0.59% | |
| 28 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.96% | — | -1.17% | |
| 29 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.95% | — | -18.39% | |
| 30 | MBB | Ishares Mbs ETF | ETF-其他 | 0.92% | -0.09% | +2.31% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.88% | -0.07% | -11.24% | |
| 32 | CGCP | Cap Group Core Plus Income | ETF-其他 | 0.82% | — | +3.77% | |
| 33 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.79% | +0.07% | +22.09% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.77% | — | -0.73% | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.76% | — | -20.67% | |
| 36 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.71% | +0.09% | +6.08% | |
| 37 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.70% | -0.05% | -0.08% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.68% | — | -11.96% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.66% | — | -9.27% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.65% | — | +7.19% | |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.61% | +0.15% | +15.36% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.59% | +0.12% | -2.43% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.56% | — | +164.11% | |
| 44 | VTV | Vanguard Value ETF | ETF-其他 | 0.56% | — | -2.85% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.53% | — | -5.18% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.51% | -0.08% | -8.68% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.51% | -0.06% | -1.09% | |
| 48 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.50% | — | — | |
| 49 | XLE | Ss Energy Select Sector | ETF-其他 | 0.48% | +0.15% | -8.92% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.46% | — | -10.56% |