CIK: 0001542421
申报总市值
US$96.6亿
仅显示前 200 大持股（共 318 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 | 6.80% | — | -2.24% | |
| 2 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 4.35% | — | +0.87% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.22% | — | +1.38% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.20% | — | +45.53% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.16% | — | +0.01% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 3.08% | — | -4.36% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.70% | — | +56.53% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.69% | — | -0.49% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.05% | — | -1.17% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.53% | — | +8.90% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.49% | — | +4.86% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.48% | — | +131.77% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.45% | — | +19.04% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.26% | — | +6.40% | |
| 15 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 1.19% | — | +16.60% | |
| 16 | ABBV | Abbvie INC | 股票-医疗保健 | 1.17% | — | +175.75% | |
| 17 | ROP | Roper Technologies INC | 股票-科技 | 1.13% | — | -0.07% | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.07% | — | +0.00% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.03% | — | +166.40% | |
| 20 | USB | US Bancorp | 股票-金融 | 1.01% | — | -4.34% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.95% | — | +18.15% | |
| 22 | PEP | Pepsico INC | 股票-非周期性消费 | 0.91% | — | +19.62% | |
| 23 | BA | Boeing Co/the | 股票-工业 | 0.90% | — | +0.78% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.90% | — | +1.94% | |
| 25 | T | At&t INC | 股票-通信服务 | 0.77% | — | -4.33% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.76% | — | -5.83% | |
| 27 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.73% | — | +140.30% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.71% | — | -0.56% | |
| 29 | INTC | Intel CORP | 股票-科技 | 0.70% | — | -1.37% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.69% | — | -7.33% | |
| 31 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.68% | — | +0.68% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.65% | — | -31.61% | |
| 33 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.64% | — | -6.97% | |
| 34 | CFR | Cullen/frost Bankers INC | 股票-金融 | 0.63% | — | -1.72% | |
| 35 | LMT | Lockheed Martin CORP | 股票-工业 | 0.59% | — | +7.83% | |
| 36 | PFE | Pfizer INC | 股票-医疗保健 | 0.59% | — | +11.37% | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.58% | — | +6.92% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.56% | — | +133.39% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.54% | — | +6.09% | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.53% | — | +1.83% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.53% | — | +9.80% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.53% | — | +0.01% | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.52% | — | +9.26% | |
| 44 | MMM | 3m Co | 股票-工业 | 0.51% | — | +15.61% | |
| 45 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.50% | — | +3.34% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.50% | — | — | |
| 47 | SUB | Ishares Short-term National | ETF-其他 | 0.49% | — | +28.81% | |
| 48 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.47% | — | -0.42% | |
| 49 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.47% | — | -0.44% | |
| 50 | EMR | Emerson Electric Co | 股票-工业 | 0.46% | — | +1.92% |