CIK: 0001362987
申报总市值
US$7407.4万
仅显示前 200 大持股（共 297 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 10.44% | — | -0.73% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 9.31% | — | +2.63% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.14% | — | -2.86% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.87% | — | -3.71% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 4.56% | — | -0.73% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.38% | — | -4.24% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 4.07% | — | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.89% | — | -2.11% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.11% | — | -0.78% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-其他 | 3.10% | — | -0.40% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.77% | — | +0.90% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.14% | — | -0.75% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.90% | — | -1.65% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.75% | — | +0.79% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.49% | — | +1.52% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.45% | — | -0.18% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.40% | — | -1.01% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.13% | — | — | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.08% | — | -1.70% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.00% | — | +0.04% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.91% | — | +0.45% | |
| 22 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.72% | — | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | — | +6.35% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.69% | — | — | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 0.68% | — | — | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.68% | — | — | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.67% | — | +45.39% | |
| 28 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.61% | — | -1.98% | |
| 29 | GD | General Dynamics CORP | 股票-工业 | 0.60% | — | — | |
| 30 | INTC | Intel CORP | 股票-科技 | 0.55% | — | +1.52% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.54% | — | +9.32% | |
| 32 | MMM | 3m Co | 股票-工业 | 0.51% | — | — | |
| 33 | WM | Waste Management INC | 股票-工业 | 0.49% | — | -0.67% | |
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 0.49% | — | +257.40% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.48% | — | -0.73% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.48% | — | -6.13% | |
| 37 | UNP | Union Pacific CORP | 股票-工业 | 0.47% | — | — | |
| 38 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.46% | — | — | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.41% | — | +6.16% | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.41% | — | — | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.41% | — | +9.34% | |
| 42 | BND | Vanguard Total Bond Market | ETF-其他 | 0.39% | — | +3.35% | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.38% | — | +38.76% | |
| 44 | GWX | State Street Spdr S&p Intern | ETF-其他 | 0.37% | — | +1.27% | |
| 45 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.36% | — | — | |
| 46 | DJCO | Daily Journal CORP | 股票-其他 | 0.34% | — | — | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.34% | — | +20.19% | |
| 48 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.32% | — | — | |
| 49 | WEC | Wec Energy Group INC | 股票-公用事业 | 0.31% | — | -1.60% | |
| 50 | DE | Deere & Co | 股票-工业 | 0.29% | — | -9.99% |