CIK: 0001512601
申报总市值
US$8.2亿
仅显示前 200 大持股（共 214 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 21.50% | -0.48% | +8.93% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 6.77% | -0.03% | -8.39% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.37% | -0.13% | -0.35% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.72% | +0.27% | +4.63% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.13% | — | -14.32% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.47% | — | -13.93% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.46% | — | +0.16% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.33% | — | -15.27% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.54% | — | -20.46% | |
| 10 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 1.57% | — | +5.52% | |
| 11 | NUSC | Nuveen Esg Small-cap ETF | ETF-其他 | 1.55% | — | -18.37% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.51% | — | -3.60% | |
| 13 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-其他 | 1.25% | +0.19% | -0.26% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.14% | — | -5.09% | |
| 15 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.09% | — | -2.71% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.95% | — | -4.01% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.93% | — | +31.43% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.90% | — | -15.30% | |
| 19 | PFE | Pfizer INC | 股票-医疗保健 | 0.89% | +0.06% | +170.14% | |
| 20 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.88% | — | — | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.88% | -0.11% | +4.52% | |
| 22 | PEP | Pepsico INC | 股票-非周期性消费 | 0.83% | — | +9.83% | |
| 23 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.77% | — | -5.87% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.77% | -0.09% | -39.27% | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.61% | — | -8.98% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.61% | — | +14.11% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | — | -11.54% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.50% | — | -44.44% | |
| 29 | LIN | Linde plc | 股票-原材料 | 0.48% | — | +9.95% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.48% | -0.08% | +40.21% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.46% | — | -19.01% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.45% | — | +1.69% | |
| 33 | DHR | Danaher CORP | 股票-医疗保健 | 0.43% | — | +53.94% | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.41% | — | -0.07% | |
| 35 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.34% | — | +6.07% | |
| 36 | MVIS | Microvision INC | 股票-其他 | 0.32% | — | -20.00% | |
| 37 | VFC | Vf CORP | 股票-周期性消费 | 0.32% | — | +6.10% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.31% | — | -13.68% | |
| 39 | AMAT | Applied Materials INC | 股票-科技 | 0.31% | — | +34.19% | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.31% | +0.05% | +36.07% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.30% | — | +6.51% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.28% | — | +5.18% | |
| 43 | HD | Home Depot INC | 股票-周期性消费 | 0.28% | — | +5.62% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.27% | -0.05% | +40.52% | |
| 45 | MA | Mastercard INC - A | 股票-金融 | 0.26% | — | +23.63% | |
| 46 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.26% | — | -12.19% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.26% | +0.05% | -0.01% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.26% | — | +0.09% | |
| 49 | ASML | ASML Holding N.V. | 股票-科技 | 0.25% | — | +8.11% | |
| 50 | PDM | Piedmont Realty Trust INC | 股票-其他 | 0.25% | — | — |