CIK: 0001532520
申报总市值
US$9.4亿
仅显示前 200 大持股（共 754 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 | 62.17% | -0.41% | +1.93% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-其他 | 12.26% | +0.11% | +2.13% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-其他 | 12.15% | +0.14% | +2.44% | |
| 4 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.36% | — | -4.84% | |
| 5 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.24% | +0.08% | -6.63% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 0.78% | -0.01% | +0.33% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.31% | — | +1.06% | |
| 8 | PEP | Pepsico INC | 股票-非周期性消费 | 0.30% | — | +0.61% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.29% | +0.21% | +38.93% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.28% | — | -3.52% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.27% | -0.14% | +0.68% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.26% | +0.01% | +0.49% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.21% | -0.24% | +9.52% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.18% | — | +0.62% | |
| 15 | HD | Home Depot INC | 股票-周期性消费 | 0.15% | +0.03% | +6.63% | |
| 16 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.15% | — | — | |
| 17 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.14% | +0.01% | -0.61% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.14% | — | -4.03% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.13% | +0.03% | +2.67% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.13% | +0.05% | +0.36% | |
| 21 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.10% | +0.01% | +3.62% | |
| 22 | YUM | Yum! Brands INC | 股票-周期性消费 | 0.10% | — | -0.57% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.09% | — | +46.99% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.09% | -0.03% | -4.00% | |
| 25 | C | Citigroup INC | 股票-金融 | 0.09% | -0.01% | +30.52% | |
| 26 | INTC | Intel CORP | 股票-科技 | 0.09% | -0.05% | +6.05% | |
| 27 | VUG | Vanguard Growth ETF | ETF-其他 | 0.09% | — | +0.05% | |
| 28 | TXN | Texas Instruments INC | 股票-科技 | 0.08% | +0.01% | +3.03% | |
| 29 | JWNUSD | Nordstrom INC | 股票-其他 | 0.08% | -0.01% | -0.61% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.08% | — | -7.07% | |
| 31 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.08% | — | +31.18% | |
| 32 | INTU | Intuit INC | 股票-科技 | 0.08% | — | +34.64% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.08% | +0.01% | -3.37% | |
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 0.08% | — | +4.48% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.07% | — | — | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.06% | — | +0.85% | |
| 37 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.06% | — | +1.75% | |
| 38 | USB | US Bancorp | 股票-金融 | 0.06% | — | +4.62% | |
| 39 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.06% | +0.02% | +2.31% | |
| 40 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.06% | — | +1.13% | |
| 41 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.06% | +0.01% | +0.93% | |
| 42 | PNC | Pnc Financial Services Group | 股票-金融 | 0.06% | — | +4.11% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.05% | +0.11% | +17.61% | |
| 44 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 0.05% | — | -12.24% | |
| 45 | UNP | Union Pacific CORP | 股票-工业 | 0.05% | +0.01% | +5.50% | |
| 46 | ECL | Ecolab INC | 股票-原材料 | 0.05% | — | -7.39% | |
| 47 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.05% | +0.01% | -0.47% | |
| 48 | DHR | Danaher CORP | 股票-医疗保健 | 0.05% | +0.02% | -16.10% | |
| 49 | PFE | Pfizer INC | 股票-医疗保健 | 0.05% | +0.01% | +18.85% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.05% | — | +0.38% |