CIK: 0001542421
申报总市值
US$96.6亿
仅显示前 200 大持股（共 222 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 | META | Meta Platforms Inc-class A | 股票-通信服务 | 13.05% | — | -21.87% | |
| 2 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 5.98% | — | +6.18% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 4.74% | — | -0.57% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.37% | — | +41.74% | |
| 5 | ✓ | Medassets INC | 股票-其他 | 3.43% | — | — | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 3.22% | — | -0.01% | |
| 7 | USB | US Bancorp | 股票-金融 | 2.72% | — | -0.26% | |
| 8 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 2.57% | — | +28.95% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.55% | — | -3.79% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.27% | — | +0.06% | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.84% | — | +18.53% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.77% | — | +5.48% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.65% | — | — | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.56% | — | +14.04% | |
| 15 | CSCO | Cisco Systems INC | 股票-科技 | 1.31% | — | -0.68% | |
| 16 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 1.30% | — | +15.06% | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.90% | — | -5.08% | |
| 18 | CFR | Cullen/frost Bankers INC | 股票-金融 | 0.86% | — | — | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.82% | — | — | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.80% | — | +15.50% | |
| 21 | BA | Boeing Co/the | 股票-工业 | 0.78% | — | -1.40% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | — | -4.83% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.76% | — | -1.36% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.71% | — | +2.67% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.70% | — | -22.65% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.69% | — | +177.16% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.69% | — | -1.79% | |
| 28 | TSEM | Tower Semiconductor Ltd. | 股票-科技 | 0.66% | — | — | |
| 29 | LMT | Lockheed Martin CORP | 股票-工业 | 0.63% | — | -1.62% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.63% | — | +17.28% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.62% | — | +1.54% | |
| 32 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.62% | — | -9.04% | |
| 33 | T | At&t INC | 股票-通信服务 | 0.61% | — | +1.60% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | — | +0.54% | |
| 35 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.57% | — | -25.89% | |
| 36 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.53% | — | -10.39% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.50% | — | +11.48% | |
| 38 | PEP | Pepsico INC | 股票-非周期性消费 | 0.50% | — | -5.93% | |
| 39 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.49% | — | +107.51% | |
| 40 | DOC | Healthpeak Properties, Inc. | 股票-房地产 | 0.48% | — | — | |
| 41 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.45% | — | +0.71% | |
| 42 | NLNKEUR | Lumos Pharma INC | 股票-其他 | 0.45% | — | -16.98% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.45% | — | +16.80% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.44% | — | -24.10% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.44% | — | -23.46% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.43% | — | +0.12% | |
| 47 | WMT | Walmart INC | 股票-非周期性消费 | 0.42% | — | +4.76% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | — | +0.46% | |
| 49 | AMGN | Amgen INC | 股票-医疗保健 | 0.38% | — | +1.60% | |
| 50 | INTC | Intel CORP | 股票-科技 | 0.37% | — | +57.25% |