CIK: 0001542421
申报总市值
US$96.6亿
仅显示前 200 大持股（共 261 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 | 8.31% | — | -3.02% | |
| 2 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 5.56% | — | +0.59% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 4.41% | — | -0.78% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 4.04% | — | +0.09% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.99% | — | +0.14% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 3.45% | — | -0.46% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.95% | — | -0.52% | |
| 8 | USB | US Bancorp | 股票-金融 | 2.18% | — | -3.11% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.09% | — | -0.83% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.96% | — | -13.98% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.67% | — | +8.53% | |
| 12 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 1.54% | — | -7.77% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.50% | — | +203.53% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.27% | — | — | |
| 15 | T | At&t INC | 股票-通信服务 | 1.16% | — | +5.49% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.12% | — | -1.89% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.11% | — | +9.75% | |
| 18 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.10% | — | +33.01% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.94% | — | +150.02% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.91% | — | +13.32% | |
| 21 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.85% | — | -41.66% | |
| 22 | CFR | Cullen/frost Bankers INC | 股票-金融 | 0.85% | — | — | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.81% | — | -0.77% | |
| 24 | BA | Boeing Co/the | 股票-工业 | 0.72% | — | +0.47% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.70% | — | -6.85% | |
| 26 | PEP | Pepsico INC | 股票-非周期性消费 | 0.69% | — | +9.52% | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.69% | — | +17.16% | |
| 28 | LMT | Lockheed Martin CORP | 股票-工业 | 0.66% | — | — | |
| 29 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.62% | — | +3.50% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.62% | — | -12.71% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.61% | — | +2.42% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.61% | — | +25.61% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.60% | — | +20.93% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | — | +2.99% | |
| 35 | CSCO | Cisco Systems INC | 股票-科技 | 0.58% | — | +8.61% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.55% | — | +4.65% | |
| 37 | VZ | Verizon Communications INC | 股票-通信服务 | 0.54% | — | +11.13% | |
| 38 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.53% | — | -1.13% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.52% | — | — | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.52% | — | -24.77% | |
| 41 | BND | Vanguard Total Bond Market | ETF-其他 | 0.51% | — | -8.98% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.51% | — | -1.58% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.50% | — | -0.18% | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.50% | — | +1.58% | |
| 45 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.49% | — | +10.26% | |
| 46 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.49% | — | +660.71% | |
| 47 | SUB | Ishares Short-term National | ETF-其他 | 0.48% | — | +83.11% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.45% | — | +13.03% | |
| 49 | WFC | Wells Fargo & Co | 股票-金融 | 0.43% | — | +3.84% | |
| 50 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.40% | — | — |