CIK: 0001542421
申报总市值
US$96.6亿
仅显示前 200 大持股（共 429 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 | 8.14% | — | +35.23% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.23% | — | -3.73% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.16% | — | -0.99% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.97% | — | -11.43% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.92% | — | -10.17% | |
| 6 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 2.36% | — | -0.45% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.21% | — | +5.11% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.14% | — | -0.79% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.09% | — | -5.80% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 1.90% | — | -0.06% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.87% | — | -0.76% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | — | +5.70% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.73% | — | -0.70% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.70% | — | -11.14% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.69% | — | -3.19% | |
| 16 | NSC | Norfolk Southern CORP | 股票-工业 | 1.60% | — | +3.76% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.40% | — | -3.50% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.37% | — | -6.39% | |
| 19 | NSP | Insperity INC | 股票-其他 | 1.10% | — | -1.09% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.06% | — | -2.58% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.02% | — | -6.02% | |
| 22 | LMT | Lockheed Martin CORP | 股票-工业 | 0.99% | — | +81.88% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.92% | — | +1.29% | |
| 24 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.91% | — | +21.14% | |
| 25 | 2JE | Focus Financial Partners-a | 股票-其他 | 0.91% | — | +1.88% | |
| 26 | ROP | Roper Technologies INC | 股票-科技 | 0.81% | — | — | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.77% | — | -1.44% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.72% | — | -9.79% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.71% | — | +4.10% | |
| 30 | BA | Boeing Co/the | 股票-工业 | 0.71% | — | +4.01% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.68% | — | -4.72% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.66% | — | +1.10% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.66% | — | +1.79% | |
| 34 | PEP | Pepsico INC | 股票-非周期性消费 | 0.63% | — | -0.92% | |
| 35 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.63% | — | +6.59% | |
| 36 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.62% | — | -3.47% | |
| 37 | T | At&t INC | 股票-通信服务 | 0.60% | — | -4.23% | |
| 38 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.59% | — | +256.98% | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.59% | — | +6.39% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | — | +2.30% | |
| 41 | CSCO | Cisco Systems INC | 股票-科技 | 0.58% | — | -2.17% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.57% | — | +2.81% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.53% | — | -2.79% | |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.53% | — | -4.04% | |
| 45 | VZ | Verizon Communications INC | 股票-通信服务 | 0.52% | — | +5.46% | |
| 46 | ABBV | Abbvie INC | 股票-医疗保健 | 0.52% | — | -1.46% | |
| 47 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.51% | — | -7.59% | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.49% | — | +27.11% | |
| 49 | WMT | Walmart INC | 股票-非周期性消费 | 0.48% | — | +15.45% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.46% | — | +0.72% |