CIK: 0001278573
申报总市值
US$38.5亿
仅显示前 200 大持股（共 205 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 | AAPL | Apple INC | 股票-科技 | 5.03% | -0.49% | +1.52% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.01% | +0.19% | +21.46% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.06% | — | +1.61% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.89% | +0.07% | +1.40% | |
| 5 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 2.49% | +0.15% | +25.35% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.34% | -0.22% | -1.36% | |
| 7 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-其他 | 2.32% | +0.05% | +5.13% | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 2.23% | +0.08% | +7.39% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.20% | — | +8.43% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.07% | -0.47% | -2.85% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.06% | +0.26% | -4.70% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.06% | +0.29% | +9.12% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.03% | +0.06% | +404.15% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.03% | -0.18% | -2.53% | |
| 15 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 2.02% | -0.20% | +473.03% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 1.84% | -0.25% | -2.89% | |
| 17 | IDU | Ishares US Utilities ETF | ETF-其他 | 1.83% | +0.11% | +4.14% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.83% | -0.25% | -52.78% | |
| 19 | MA | Mastercard INC - A | 股票-金融 | 1.76% | -0.17% | -1.51% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.73% | -0.29% | -0.71% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.73% | -0.19% | -1.37% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.70% | -0.14% | -3.52% | |
| 23 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.60% | — | -21.52% | |
| 24 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.55% | +0.11% | +0.81% | |
| 25 | FTV | Fortive CORP | 股票-科技 | 1.36% | — | -0.63% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.34% | +0.22% | +3.94% | |
| 27 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.30% | -0.14% | -1.92% | |
| 28 | DHR | Danaher CORP | 股票-医疗保健 | 1.29% | -0.06% | +3.85% | |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.27% | — | +22.52% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.15% | +0.61% | +1.94% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.10% | -0.30% | -41.65% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.07% | — | +15.29% | |
| 33 | QCOM | Qualcomm INC | 股票-科技 | 1.04% | -0.18% | -1.02% | |
| 34 | WM | Waste Management INC | 股票-工业 | 1.01% | — | -2.63% | |
| 35 | AXP | American Express Co | 股票-金融 | 1.00% | -0.18% | -1.94% | |
| 36 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.98% | — | -1.70% | |
| 37 | ASML | ASML Holding N.V. | 股票-科技 | 0.93% | +0.13% | -3.15% | |
| 38 | PAVE | Global X US Infrastructure | ETF-其他 | 0.93% | — | -2.76% | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.93% | — | -1.56% | |
| 40 | BX | Blackstone INC | 股票-金融 | 0.90% | -0.16% | -1.80% | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.89% | -0.11% | +0.78% | |
| 42 | SYK | Stryker CORP | 股票-医疗保健 | 0.87% | — | -3.16% | |
| 43 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.86% | — | +2.62% | |
| 44 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.84% | +0.07% | +3.89% | |
| 45 | ECL | Ecolab INC | 股票-原材料 | 0.82% | — | -0.69% | |
| 46 | ICE | Intercontinental Exchange In | 股票-金融 | 0.82% | — | +1.17% | |
| 47 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.81% | — | +5.19% | |
| 48 | AKX | Ansys INC | 股票-其他 | 0.79% | — | +0.74% | |
| 49 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.79% | — | +0.71% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.77% | — | -0.41% |