CIK: 0001532520
申报总市值
US$9.4亿
仅显示前 200 大持股（共 1489 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 42.74% | -0.41% | +1.09% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 20.88% | — | +1.51% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-其他 | 8.65% | +0.11% | +1.28% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-其他 | 8.59% | +0.14% | +1.60% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.99% | — | +2.84% | |
| 6 | AMCR | Amcor plc | 股票-周期性消费 | 1.17% | — | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.00% | — | +0.38% | |
| 8 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.96% | +0.08% | -15.92% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.77% | — | -16.76% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 0.47% | -0.01% | +3.76% | |
| 11 | AAPL | Apple INC | 股票-科技 | 0.26% | — | +4.73% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.22% | — | +2.05% | |
| 13 | PEP | Pepsico INC | 股票-非周期性消费 | 0.22% | — | -17.75% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.21% | — | -9.52% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.19% | — | +7.35% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.18% | — | +3.61% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.17% | -0.14% | +0.41% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.17% | — | +1.20% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.16% | +0.01% | +0.29% | |
| 20 | BA | Boeing Co/the | 股票-工业 | 0.14% | — | +2.05% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.13% | — | -10.87% | |
| 22 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.12% | — | +4.37% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.11% | — | +5.18% | |
| 24 | VZ | Verizon Communications INC | 股票-通信服务 | 0.11% | — | +10.58% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.11% | — | -8.72% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.11% | — | +2.23% | |
| 27 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.11% | — | — | |
| 28 | HD | Home Depot INC | 股票-周期性消费 | 0.10% | +0.03% | +28.31% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.10% | — | -0.66% | |
| 30 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.10% | +0.01% | +11.18% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.10% | — | +9.88% | |
| 32 | YUM | Yum! Brands INC | 股票-周期性消费 | 0.08% | — | +1.07% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.08% | +0.03% | +5.84% | |
| 34 | ADBE | Adobe INC | 股票-科技 | 0.08% | — | +3.34% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.07% | — | +11.58% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.07% | -0.03% | +12.88% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.07% | — | +7.21% | |
| 38 | NFLX | Netflix INC | 股票-通信服务 | 0.07% | — | +1.81% | |
| 39 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.07% | — | +10.32% | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.06% | +0.05% | +1.28% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.06% | — | -7.34% | |
| 42 | VUG | Vanguard Growth ETF | ETF-其他 | 0.06% | — | +26.41% | |
| 43 | ACN | Accenture plc | 股票-科技 | 0.06% | — | +4.35% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.06% | +0.01% | +5.04% | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.06% | +0.01% | +4.26% | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.05% | -0.05% | -4.61% | |
| 47 | CB | Chubb Limited | 股票-金融 | 0.05% | — | -2.04% | |
| 48 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.05% | — | +8.29% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.05% | -0.24% | — | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.05% | — | -38.78% |