CIK: 0001362987
申报总市值
US$7407.4万
| # | 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 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 11.31% | — | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 10.31% | — | — | |
| 3 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股与成长 | 9.43% | — | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.54% | — | — | |
| 5 | ✓ | Standard BioTools Inc. | 股票-其他 | 5.59% | — | — | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.73% | — | — | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.88% | — | — | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 3.29% | — | — | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.27% | — | — | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.02% | — | — | |
| 11 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.94% | — | — | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.14% | — | — | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.92% | — | — | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.44% | — | — | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 1.43% | — | — | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.24% | — | — | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 1.11% | — | — | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.10% | — | — | |
| 19 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.06% | — | — | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.05% | — | — | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.84% | — | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.77% | — | — | |
| 23 | ✓ | Merck & Co., Inc. | 股票-其他 | 0.72% | — | — | |
| 24 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.71% | — | — | |
| 25 | ✓ | 3m Co | 股票-其他 | 0.65% | — | — | |
| 26 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.62% | — | — | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.60% | — | — | |
| 28 | MAT | Mattel INC | 股票-周期性消费 | 0.59% | — | — | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.58% | — | — | |
| 30 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.57% | — | — | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | — | — | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.54% | — | — | |
| 33 | ✓ | Costco Wholesale Corporation | 股票-其他 | 0.52% | — | — | |
| 34 | INTC | Intel CORP | 股票-科技 | 0.51% | — | — | |
| 35 | ✓ | SPDR S&P International Small C | 股票-其他 | 0.51% | — | — | |
| 36 | ✓ | Comcast Corporation | 股票-其他 | 0.51% | — | — | |
| 37 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.50% | — | — | |
| 38 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.50% | — | — | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.49% | — | — | |
| 40 | ✓ | Waste Management, Inc. | 股票-其他 | 0.48% | — | — | |
| 41 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.46% | — | — | |
| 42 | GD | General Dynamics CORP | 股票-工业 | 0.46% | — | — | |
| 43 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.46% | — | — | |
| 44 | HPE | Hewlett-Packard Company | 股票-科技 | 0.43% | — | — | |
| 45 | DJCO | Daily Journal CORP | 股票-其他 | 0.43% | — | — | |
| 46 | DOV | Dover CORP | 股票-工业 | 0.39% | — | — | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.39% | — | — | |
| 48 | UNP | Union Pacific CORP | 股票-工业 | 0.37% | — | — | |
| 49 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.36% | — | — | |
| 50 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.35% | — | — |