CIK: 0001362987
申报总市值
US$7407.4万
仅显示前 200 大持股（共 274 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 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 9.63% | — | -7.25% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 8.71% | — | -11.02% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.07% | — | -7.96% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.77% | — | -1.23% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.43% | — | -11.36% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.09% | — | -20.60% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 3.99% | — | -9.60% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.82% | — | — | |
| 9 | VV | Vanguard Large-cap ETF | ETF-其他 | 3.44% | — | -2.61% | |
| 10 | AAPL | Apple INC | 股票-科技 | 3.13% | — | -1.77% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.79% | — | -9.77% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.50% | — | -5.52% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.99% | — | -9.90% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.89% | — | +4.78% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.78% | — | -12.85% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.76% | — | -10.73% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.64% | — | +0.65% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.51% | — | — | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.27% | — | -0.23% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.25% | — | -18.23% | |
| 21 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.09% | — | -3.21% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.94% | — | -5.18% | |
| 23 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.86% | — | -1.28% | |
| 24 | CMF | Ishares California Muni Bond | ETF-其他 | 0.83% | — | -1.28% | |
| 25 | BND | Vanguard Total Bond Market | ETF-其他 | 0.68% | — | +25.09% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.67% | — | -7.77% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.60% | — | — | |
| 28 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.59% | — | -21.59% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.56% | — | -8.73% | |
| 30 | UNP | Union Pacific CORP | 股票-工业 | 0.54% | — | -11.45% | |
| 31 | DJCO | Daily Journal CORP | 股票-其他 | 0.52% | — | — | |
| 32 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.51% | — | -2.21% | |
| 33 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.50% | — | -4.55% | |
| 34 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.50% | — | — | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.50% | — | -11.61% | |
| 36 | WM | Waste Management INC | 股票-工业 | 0.50% | — | -18.40% | |
| 37 | INTC | Intel CORP | 股票-科技 | 0.49% | — | -4.23% | |
| 38 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.47% | — | -9.67% | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.46% | — | -8.39% | |
| 40 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.43% | — | -15.17% | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.41% | — | — | |
| 42 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.40% | — | +44.12% | |
| 43 | GD | General Dynamics CORP | 股票-工业 | 0.40% | — | — | |
| 44 | MSFT | Microsoft CORP | 股票-科技 | 0.40% | — | -3.00% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | — | -23.66% | |
| 46 | DE | Deere & Co | 股票-工业 | 0.39% | — | -15.78% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.38% | — | +3.07% | |
| 48 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.38% | — | -1.73% | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.37% | — | +182.03% | |
| 50 | WEC | Wec Energy Group INC | 股票-公用事业 | 0.37% | — | -11.89% |