CIK: 0001277303
申报总市值
US$29.3亿
仅显示前 200 大持股（共 403 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 | 5.08% | -0.33% | -0.16% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 4.17% | -0.24% | -0.22% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 3.73% | -0.06% | +0.99% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.56% | -0.68% | +0.52% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.47% | -0.22% | +0.70% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.20% | -0.02% | +1.98% | |
| 7 | GLD | Spdr Gold Shares | ETF-避险与商品 | 3.07% | -0.14% | -0.91% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.83% | -0.36% | +0.88% | |
| 9 | AVDE | Avantis International Equity | ETF-其他 | 2.47% | +0.47% | +25.64% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 2.28% | -0.46% | +1.03% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.92% | -0.15% | +1.00% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.85% | -0.21% | -0.25% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.82% | -0.09% | -1.20% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.35% | — | -27.32% | |
| 15 | JMTG | Mortgage-backed Securities | ETF-其他 | 1.26% | +0.20% | +3.35% | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.17% | -0.09% | -0.66% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.15% | -0.08% | +0.86% | |
| 18 | TSPA | T Rowe Price US Eqy Research | ETF-其他 | 1.14% | -0.09% | -0.88% | |
| 19 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.12% | — | -2.04% | |
| 20 | WMT | Walmart INC | 股票-非周期性消费 | 1.10% | — | +0.06% | |
| 21 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.02% | — | +6.82% | |
| 22 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.02% | — | +1.09% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.95% | -0.12% | +0.32% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.90% | +0.17% | -3.84% | |
| 25 | ABBV | Abbvie INC | 股票-医疗保健 | 0.89% | -0.24% | -5.71% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.86% | -0.12% | -0.04% | |
| 27 | CAT | Caterpillar INC | 股票-工业 | 0.83% | +0.16% | -0.66% | |
| 28 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.79% | — | +6.28% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | +0.40% | -0.28% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.78% | — | -0.84% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.75% | — | +0.41% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.71% | — | +1.93% | |
| 33 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.71% | +0.12% | +0.21% | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.69% | — | +0.08% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.68% | — | +6.11% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.66% | +0.33% | -0.18% | |
| 37 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.63% | — | +1.15% | |
| 38 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.62% | — | +2.07% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.61% | — | +0.74% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.60% | — | +2.85% | |
| 41 | HD | Home Depot INC | 股票-周期性消费 | 0.59% | — | +0.68% | |
| 42 | NEE | Nextera Energy INC | 股票-公用事业 | 0.57% | +0.11% | +1.18% | |
| 43 | TSLA | Tesla INC | 股票-周期性消费 | 0.55% | -0.10% | -3.20% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.54% | — | +2.37% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.52% | -0.15% | +33.13% | |
| 46 | HON | Honeywell International INC | 股票-工业 | 0.51% | +0.12% | -0.50% | |
| 47 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.50% | -0.12% | -4.06% | |
| 48 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.49% | -0.42% | -0.24% | |
| 49 | AMGN | Amgen INC | 股票-医疗保健 | 0.49% | — | +1.46% | |
| 50 | LIN | Linde plc | 股票-原材料 | 0.48% | +0.13% | +0.31% |