CIK: 0001512024
申报总市值
US$573.0亿
仅显示前 200 大持股（共 2047 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 8.15% | — | -12.76% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.59% | — | +0.72% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 2.81% | -0.21% | +2.85% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 2.48% | -0.04% | +8.23% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.31% | +0.07% | +13.78% | |
| 6 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 2.09% | — | +3.45% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.07% | — | +2.40% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.03% | — | -2.29% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.61% | -0.38% | +12.12% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.44% | — | -22.02% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.41% | — | +1.04% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.37% | — | -30.18% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.31% | — | +10.24% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.17% | -0.22% | -5.87% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.09% | — | -14.21% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.05% | — | -2.68% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.04% | +0.09% | +16.14% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.04% | — | +15.19% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.00% | +0.03% | +1.08% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.97% | — | +1.94% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.97% | — | -5.72% | |
| 22 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.95% | — | +2.55% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.93% | — | -0.69% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.92% | — | +7.77% | |
| 25 | CSCO | Cisco Systems INC | 股票-科技 | 0.89% | — | +19.56% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | +0.07% | +28.96% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.77% | — | +65.98% | |
| 28 | PFE | Pfizer INC | 股票-医疗保健 | 0.74% | — | +17.54% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | +0.05% | +14.01% | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.67% | -0.06% | +844.36% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.67% | — | +30.71% | |
| 32 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.62% | — | +33.23% | |
| 33 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.61% | — | +28.62% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.61% | — | +3.72% | |
| 35 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.59% | — | +28.33% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | +0.05% | +15.97% | |
| 37 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.55% | — | +2.78% | |
| 38 | VZ | Verizon Communications INC | 股票-通信服务 | 0.54% | — | +13.21% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.53% | — | -21.49% | |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.52% | — | -0.48% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.49% | — | -2.12% | |
| 42 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.49% | — | -5.41% | |
| 43 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.48% | +0.06% | +8.21% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.48% | +0.11% | +10.30% | |
| 45 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.48% | +0.16% | +8.53% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.47% | — | -0.35% | |
| 47 | T | At&t INC | 股票-通信服务 | 0.47% | — | +28.08% | |
| 48 | PEP | Pepsico INC | 股票-非周期性消费 | 0.46% | — | +26.01% | |
| 49 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.44% | — | -2.14% | |
| 50 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.43% | — | +1148.78% |