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 | 9.98% | — | +1.50% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 9.16% | — | -5.51% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.08% | — | -1.86% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.91% | — | -2.86% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.82% | — | +3.05% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 4.43% | — | — | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.39% | — | -1.54% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 4.18% | — | -1.12% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-其他 | 3.78% | — | -0.44% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.01% | — | +2.41% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.90% | — | -7.80% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.86% | — | -2.08% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 2.29% | — | -0.67% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.00% | — | +0.83% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.88% | — | -1.48% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.83% | — | -1.23% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.49% | — | — | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.37% | — | -0.70% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.32% | — | +1.31% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.29% | — | — | |
| 21 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.18% | — | -1.04% | |
| 22 | BND | Vanguard Total Bond Market | ETF-其他 | 1.03% | — | +15.91% | |
| 23 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.98% | — | +1.30% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.94% | — | +3.57% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.89% | — | +0.23% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.72% | — | -0.18% | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.65% | — | +0.43% | |
| 28 | CMF | Ishares California Muni Bond | ETF-其他 | 0.62% | — | +0.48% | |
| 29 | WM | Waste Management INC | 股票-工业 | 0.61% | — | -0.20% | |
| 30 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.61% | — | +0.36% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.59% | — | — | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.56% | — | -0.98% | |
| 33 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.56% | — | — | |
| 34 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.52% | — | — | |
| 35 | INTC | Intel CORP | 股票-科技 | 0.52% | — | +1.29% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.51% | — | -2.55% | |
| 37 | GD | General Dynamics CORP | 股票-工业 | 0.51% | — | — | |
| 38 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.50% | — | +1.23% | |
| 39 | UNP | Union Pacific CORP | 股票-工业 | 0.49% | — | -1.19% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.48% | — | — | |
| 41 | IBM | Intl Business Machines CORP | 股票-科技 | 0.48% | — | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | — | +7.48% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.44% | — | — | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.43% | — | +3.03% | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 0.42% | — | -8.05% | |
| 46 | DJCO | Daily Journal CORP | 股票-其他 | 0.41% | — | — | |
| 47 | DE | Deere & Co | 股票-工业 | 0.39% | — | -6.73% | |
| 48 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.39% | — | +29.37% | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.38% | — | -1.00% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.38% | — | -1.89% |