CIK: 0001542421
申报总市值
US$96.6亿
仅显示前 200 大持股（共 311 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.51% | — | +15.81% | |
| 2 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 3.90% | — | -5.04% | |
| 3 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 3.74% | — | +50.41% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.58% | — | +91.78% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.22% | — | +20.12% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.86% | — | -4.86% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 2.85% | — | +2.35% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.72% | — | +8.58% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.54% | — | +1235.16% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.48% | — | -56.89% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.07% | — | +316.70% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.69% | — | -1.07% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.64% | — | +332.03% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.63% | — | +12.52% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.48% | — | +4.25% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.24% | — | +94.94% | |
| 17 | VAW | Vanguard Materials ETF | ETF-其他 | 1.22% | — | — | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.22% | — | -1.91% | |
| 19 | ROP | Roper Technologies INC | 股票-科技 | 1.14% | — | — | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.13% | — | +4.44% | |
| 21 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 1.01% | — | -8.59% | |
| 22 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.99% | — | -0.48% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.97% | — | +1.72% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.94% | — | +422.01% | |
| 25 | ABBV | Abbvie INC | 股票-医疗保健 | 0.90% | — | -15.72% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.81% | — | +16.14% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.80% | — | +54.35% | |
| 28 | PEP | Pepsico INC | 股票-非周期性消费 | 0.76% | — | -2.48% | |
| 29 | INTC | Intel CORP | 股票-科技 | 0.71% | — | -2.91% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.69% | — | -4.69% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | — | +1.38% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.68% | — | -16.15% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.66% | — | +8.58% | |
| 34 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.63% | — | -11.44% | |
| 35 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.63% | — | -0.82% | |
| 36 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.62% | — | +26.09% | |
| 37 | PFE | Pfizer INC | 股票-医疗保健 | 0.61% | — | +13.47% | |
| 38 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.60% | — | +30.73% | |
| 39 | T | At&t INC | 股票-通信服务 | 0.56% | — | -14.83% | |
| 40 | SUB | Ishares Short-term National | ETF-其他 | 0.55% | — | +18.81% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.55% | — | +10.79% | |
| 42 | TOWN | Towne Bank | 股票-其他 | 0.54% | — | — | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.53% | — | -8.08% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.53% | — | +54.71% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.52% | — | +1.56% | |
| 46 | MMM | 3m Co | 股票-工业 | 0.47% | — | +6.89% | |
| 47 | WMT | Walmart INC | 股票-非周期性消费 | 0.45% | — | +0.89% | |
| 48 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.45% | — | +6.43% | |
| 49 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.44% | — | +5.56% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.43% | — | +19.28% |