CIK: 0000914933
申报总市值
US$10.2亿
仅显示前 200 大持股（共 217 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 | 22.23% | -0.42% | +5.08% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.75% | — | +2.79% | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 5.36% | +0.25% | +3.83% | |
| 4 | IYR | Ishares US Real Estate ETF | ETF-其他 | 3.79% | +0.28% | +9.43% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.53% | -0.06% | +84.22% | |
| 6 | GUNR | Flexshares Global Upstream N | ETF-其他 | 3.40% | +1.30% | +5.61% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.32% | +1.83% | +63.34% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.71% | — | -0.11% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.25% | — | +31.92% | |
| 10 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 1.96% | — | +7.78% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.80% | -1.80% | EXIT | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.60% | — | — | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.55% | -0.27% | -3.13% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.36% | — | — | |
| 15 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.34% | +0.71% | -0.14% | |
| 16 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 1.28% | -0.05% | -5.80% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.22% | — | +0.03% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.07% | -0.08% | -6.83% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.00% | — | -80.18% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 0.99% | +0.04% | +10.50% | |
| 21 | FLJP | Franklin Ftse Japan ETF | ETF-其他 | 0.88% | — | +4.32% | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.77% | — | -2.06% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.76% | — | -10.96% | |
| 24 | MA | Mastercard INC - A | 股票-金融 | 0.76% | -0.04% | -3.89% | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.69% | -0.09% | -11.78% | |
| 26 | COP | Conocophillips | 股票-能源 | 0.66% | +0.15% | -3.32% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | -0.05% | -4.62% | |
| 28 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.59% | — | -4.01% | |
| 29 | ACN | Accenture plc | 股票-科技 | 0.58% | — | -3.51% | |
| 30 | LIN | Linde plc | 股票-原材料 | 0.57% | +0.11% | -2.92% | |
| 31 | KLAC | Kla CORP | 股票-科技 | 0.55% | +0.16% | -4.06% | |
| 32 | SYK | Stryker CORP | 股票-医疗保健 | 0.54% | -2.90% | -3.52% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.50% | — | -9.86% | |
| 34 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.50% | — | -3.39% | |
| 35 | WFC | Wells Fargo & Co | 股票-金融 | 0.49% | — | -1.85% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.49% | -0.04% | -9.54% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.47% | — | -1.03% | |
| 38 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.44% | — | -13.59% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.44% | — | -9.97% | |
| 40 | CRM | Salesforce INC | 股票-科技 | 0.41% | -0.26% | -3.36% | |
| 41 | DHR | Danaher CORP | 股票-医疗保健 | 0.41% | — | -14.09% | |
| 42 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.40% | — | -14.40% | |
| 43 | AXP | American Express Co | 股票-金融 | 0.39% | — | -14.91% | |
| 44 | HON | Honeywell International INC | 股票-工业 | 0.38% | — | -1.47% | |
| 45 | RTX | Rtx CORP | 股票-工业 | 0.38% | -0.11% | -2.48% | |
| 46 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.38% | — | -0.46% | |
| 47 | MCO | Moody's CORP | 股票-金融 | 0.37% | — | -1.76% | |
| 48 | PANW | Palo Alto Networks INC | 股票-科技 | 0.37% | — | -2.02% | |
| 49 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.36% | — | -2.63% | |
| 50 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.35% | — | -1.90% |