CIK: 0001542421
申报总市值
US$96.6亿
仅显示前 200 大持股（共 237 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 | 15.34% | — | -5.46% | |
| 2 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 5.29% | — | +6.55% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 5.07% | — | +0.08% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.90% | — | +7.73% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 3.83% | — | -1.55% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 3.17% | — | +12.82% | |
| 7 | USB | US Bancorp | 股票-金融 | 2.09% | — | +1.02% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.84% | — | +2.61% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.78% | — | -4.94% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.75% | — | +25.40% | |
| 11 | INFNEUR | Infinera CORP | 股票-其他 | 1.71% | — | — | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.63% | — | +9.70% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.52% | — | +17.72% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.29% | — | -36.12% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.16% | — | -23.11% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.99% | — | +206.47% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.90% | — | -26.55% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.88% | — | +5.55% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.83% | — | +24.87% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.82% | — | +6.81% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.80% | — | +237.27% | |
| 22 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.80% | — | +17.32% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.79% | — | -1.41% | |
| 24 | T | At&t INC | 股票-通信服务 | 0.78% | — | +7.24% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.76% | — | +148.28% | |
| 26 | PEP | Pepsico INC | 股票-非周期性消费 | 0.75% | — | +14.77% | |
| 27 | BND | Vanguard Total Bond Market | ETF-其他 | 0.73% | — | +596.49% | |
| 28 | SUB | Ishares Short-term National | ETF-其他 | 0.73% | — | +193.82% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.70% | — | +48.87% | |
| 30 | BA | Boeing Co/the | 股票-工业 | 0.68% | — | +15.33% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.68% | — | +17.36% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | — | +4.02% | |
| 33 | LMT | Lockheed Martin CORP | 股票-工业 | 0.63% | — | +2.89% | |
| 34 | VZ | Verizon Communications INC | 股票-通信服务 | 0.62% | — | +37.34% | |
| 35 | CFR | Cullen/frost Bankers INC | 股票-金融 | 0.61% | — | — | |
| 36 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.58% | — | — | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.57% | — | — | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.53% | — | +37.42% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.52% | — | -4.84% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.52% | — | -56.84% | |
| 41 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.51% | — | -0.86% | |
| 42 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.48% | — | +9.08% | |
| 43 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.47% | — | +4.64% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.45% | — | +92.30% | |
| 45 | MMM | 3m Co | 股票-工业 | 0.44% | — | +4.44% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.43% | — | +331.65% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.42% | — | -4.58% | |
| 48 | HD | Home Depot INC | 股票-周期性消费 | 0.41% | — | +48.80% | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.40% | — | +2.85% | |
| 50 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.40% | — | -2.42% |