CIK: 0001542421
申报总市值
US$96.6亿
仅显示前 200 大持股（共 464 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 | 7.25% | — | -12.76% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.84% | — | +13.39% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.53% | — | +16.51% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.27% | — | +7.36% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.35% | — | -10.39% | |
| 6 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 2.27% | — | -0.18% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.24% | — | +6.23% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.09% | — | +6.16% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.00% | — | +8.07% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.90% | — | +1.01% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 1.86% | — | +3.05% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.74% | — | -0.07% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.72% | — | +2.29% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.61% | — | -1.57% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.58% | — | +202.55% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.57% | — | -3.70% | |
| 17 | NSC | Norfolk Southern CORP | 股票-工业 | 1.48% | — | -2.93% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.38% | — | +1.21% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.28% | — | -4.02% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.04% | — | +1.64% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.99% | — | +1.37% | |
| 22 | LMT | Lockheed Martin CORP | 股票-工业 | 0.88% | — | +0.48% | |
| 23 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.85% | — | +6.99% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | — | +6.13% | |
| 25 | NSP | Insperity INC | 股票-其他 | 0.84% | — | -0.56% | |
| 26 | BA | Boeing Co/the | 股票-工业 | 0.80% | — | +48.67% | |
| 27 | 2JE | Focus Financial Partners-a | 股票-其他 | 0.79% | — | -20.72% | |
| 28 | WFC | Wells Fargo & Co | 股票-金融 | 0.75% | — | +3.14% | |
| 29 | ROP | Roper Technologies INC | 股票-科技 | 0.70% | — | -0.75% | |
| 30 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.70% | — | +25.15% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.69% | — | +2.51% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.67% | — | -0.19% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.66% | — | +5.04% | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.63% | — | +107.50% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.63% | — | +56.62% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.62% | — | +4.55% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | — | +1.51% | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.61% | — | +13.22% | |
| 39 | T | At&t INC | 股票-通信服务 | 0.60% | — | +8.39% | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.58% | — | -5.38% | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.57% | — | +0.38% | |
| 42 | PEP | Pepsico INC | 股票-非周期性消费 | 0.56% | — | +1.48% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.56% | — | +9.10% | |
| 44 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.55% | — | +0.68% | |
| 45 | ABBV | Abbvie INC | 股票-医疗保健 | 0.53% | — | -0.70% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.52% | — | -3.71% | |
| 47 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.51% | — | +4.37% | |
| 48 | VZ | Verizon Communications INC | 股票-通信服务 | 0.50% | — | +7.16% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.50% | — | +0.14% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.49% | — | +5.53% |