CIK: 0001542421
申报总市值
US$96.6亿
仅显示前 200 大持股（共 299 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 | 7.26% | — | +1.82% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.56% | — | +37.95% | |
| 3 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 4.45% | — | -7.24% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.58% | — | -0.14% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 3.25% | — | -1.34% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.85% | — | -0.35% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.30% | — | -3.52% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.27% | — | +148.37% | |
| 9 | USB | US Bancorp | 股票-金融 | 1.81% | — | +2.01% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.74% | — | +3.02% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.67% | — | +25.68% | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.58% | — | -0.36% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.34% | — | +71.97% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.15% | — | +95.27% | |
| 15 | ROP | Roper Technologies INC | 股票-科技 | 1.14% | — | — | |
| 16 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.13% | — | -6.84% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.11% | — | +22.61% | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.09% | — | +0.87% | |
| 19 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 1.04% | — | -16.81% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.02% | — | +62.05% | |
| 21 | PEP | Pepsico INC | 股票-非周期性消费 | 0.93% | — | +61.43% | |
| 22 | T | At&t INC | 股票-通信服务 | 0.93% | — | +8.84% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.86% | — | +11.14% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.84% | — | +94.45% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.79% | — | +57.49% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.75% | — | +23.38% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | — | +44.90% | |
| 28 | CFR | Cullen/frost Bankers INC | 股票-金融 | 0.72% | — | — | |
| 29 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.71% | — | +1.53% | |
| 30 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.69% | — | -14.77% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.68% | — | +157.47% | |
| 32 | BA | Boeing Co/the | 股票-工业 | 0.68% | — | +4.08% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.62% | — | +171.10% | |
| 34 | LMT | Lockheed Martin CORP | 股票-工业 | 0.59% | — | +6.08% | |
| 35 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.59% | — | +234.34% | |
| 36 | PFE | Pfizer INC | 股票-医疗保健 | 0.58% | — | +45.84% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.56% | — | +11.67% | |
| 38 | PM | Philip Morris International | 股票-非周期性消费 | 0.55% | — | +99.48% | |
| 39 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.54% | — | +209.25% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.53% | — | +24.58% | |
| 41 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.53% | — | +2.08% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.52% | — | +4.06% | |
| 43 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.50% | — | +15.34% | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.49% | — | -5.12% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.48% | — | +300.00% | |
| 46 | WMT | Walmart INC | 股票-非周期性消费 | 0.48% | — | +98.24% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.47% | — | +399.37% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.47% | — | +8.38% | |
| 49 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.46% | — | +360.31% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.46% | — | +11.00% |