CIK: 0001278573
申报总市值
US$38.5亿
仅显示前 200 大持股（共 513 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 | 8.12% | -0.22% | -4.95% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 7.99% | +0.19% | +2.08% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 4.31% | — | +2.24% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 3.84% | -0.25% | -0.94% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.48% | +0.07% | -2.19% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.28% | -0.49% | -5.71% | |
| 7 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 2.84% | -0.20% | -2.99% | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 2.84% | +0.08% | +0.45% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.78% | — | +4.38% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.35% | +0.29% | +3.42% | |
| 11 | IDU | Ishares US Utilities ETF | ETF-其他 | 2.27% | +0.11% | +1.39% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.12% | +0.06% | -0.67% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 1.72% | +0.05% | -1.36% | |
| 14 | MA | Mastercard INC - A | 股票-金融 | 1.64% | -0.17% | -9.10% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.59% | +0.61% | +3.59% | |
| 16 | ABBV | Abbvie INC | 股票-医疗保健 | 1.58% | — | +0.57% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.58% | — | +335.39% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.56% | +0.26% | -48.36% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.55% | — | -0.61% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.54% | -0.29% | -2.36% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.49% | +0.22% | +2.24% | |
| 22 | SYK | Stryker CORP | 股票-医疗保健 | 1.49% | — | -2.22% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.44% | — | -0.78% | |
| 24 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.44% | +0.11% | +3.76% | |
| 25 | DHR | Danaher CORP | 股票-医疗保健 | 1.42% | -0.06% | +198.94% | |
| 26 | FTV | Fortive CORP | 股票-科技 | 1.42% | — | +1.08% | |
| 27 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.36% | — | +2.13% | |
| 28 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.34% | -0.14% | +2.54% | |
| 29 | AFL | Aflac INC | 股票-金融 | 1.31% | — | -2.81% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 1.23% | — | -0.96% | |
| 31 | PFE | Pfizer INC | 股票-医疗保健 | 1.09% | +0.16% | +962667.31% | |
| 32 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.02% | — | +3.51% | |
| 33 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.99% | — | +132317.00% | |
| 34 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.97% | — | -0.87% | |
| 35 | BAX | Baxter International INC | 股票-医疗保健 | 0.83% | — | -1.49% | |
| 36 | QCOM | Qualcomm INC | 股票-科技 | 0.82% | -0.18% | +12.50% | |
| 37 | VZ | Verizon Communications INC | 股票-通信服务 | 0.82% | +0.15% | +1.83% | |
| 38 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.80% | -0.11% | -3.40% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.77% | — | -6.39% | |
| 40 | T | At&t INC | 股票-通信服务 | 0.72% | — | +3.42% | |
| 41 | IMTB | Ishares Core 5-10 Year Usd | ETF-其他 | 0.72% | — | +7111.93% | |
| 42 | GBF | Ishares Government/credit Bo | ETF-政府公债 | 0.71% | — | +181.23% | |
| 43 | C | Citigroup INC | 股票-金融 | 0.70% | — | +0.07% | |
| 44 | IDV | Ishares International Select | ETF-其他 | 0.68% | — | +693770.59% | |
| 45 | ECL | Ecolab INC | 股票-原材料 | 0.64% | — | +24772.96% | |
| 46 | HACKUSD | Etfmg Prime Cyber Security E | ETF-其他 | 0.61% | — | +10.31% | |
| 47 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.60% | — | — | |
| 48 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.57% | — | +696.35% | |
| 49 | ROST | Ross Stores INC | 股票-周期性消费 | 0.57% | +0.10% | -11.13% | |
| 50 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.57% | — | +1.75% |