CIK: 0001372130
申报总市值
US$4.9亿
仅显示前 200 大持股（共 219 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 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.79% | +0.34% | +1.23% | |
| 2 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 4.12% | — | -0.18% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.32% | -1.07% | -0.00% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.87% | +0.20% | -2.00% | |
| 5 | DHR | Danaher CORP | 股票-医疗保健 | 2.63% | -0.22% | -0.29% | |
| 6 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 2.53% | -0.37% | -3.15% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.51% | — | -19.54% | |
| 8 | PEP | Pepsico INC | 股票-非周期性消费 | 2.10% | — | -0.88% | |
| 9 | ACN | Accenture plc | 股票-科技 | 2.10% | -0.41% | +1.01% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.00% | -0.09% | -0.40% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.97% | — | -29.53% | |
| 12 | WAT | Waters CORP | 股票-医疗保健 | 1.96% | -0.27% | +0.22% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.71% | -0.16% | +0.74% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.70% | -0.18% | -2.30% | |
| 15 | UPS | United Parcel Service-cl B | 股票-工业 | 1.70% | — | -1.60% | |
| 16 | FISV | Fiserv INC | 股票-其他 | 1.68% | -0.18% | +1.16% | |
| 17 | INTU | Intuit INC | 股票-科技 | 1.65% | -0.64% | -4.50% | |
| 18 | TXN | Texas Instruments INC | 股票-科技 | 1.59% | +0.14% | -0.09% | |
| 19 | WMT | Walmart INC | 股票-非周期性消费 | 1.54% | +0.18% | -1.59% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.54% | — | -0.82% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.50% | +0.29% | -0.19% | |
| 22 | EMR | Emerson Electric Co | 股票-工业 | 1.46% | — | +0.77% | |
| 23 | LIN | Linde plc | 股票-原材料 | 1.43% | — | -0.09% | |
| 24 | HON | Honeywell International INC | 股票-工业 | 1.35% | — | +1.02% | |
| 25 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.34% | — | +0.82% | |
| 26 | AXP | American Express Co | 股票-金融 | 1.31% | -0.38% | +1.16% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 1.14% | +0.34% | -0.73% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.14% | +0.24% | -0.12% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 1.08% | — | +1.91% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.07% | — | +0.75% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 1.00% | -0.32% | +4.45% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.99% | — | -1.12% | |
| 33 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.98% | — | -13.71% | |
| 34 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.97% | -0.15% | +0.63% | |
| 35 | MDT | Medtronic plc | 股票-医疗保健 | 0.96% | -0.07% | +13.02% | |
| 36 | UL | Unilever PLC | 股票-非周期性消费 | 0.94% | — | -0.74% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.94% | -0.09% | -6.91% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.92% | — | -0.68% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.89% | -0.22% | +7.80% | |
| 40 | ECL | Ecolab INC | 股票-原材料 | 0.82% | — | -6.47% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | — | -0.34% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.70% | — | -5.51% | |
| 43 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.67% | — | -1.36% | |
| 44 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.61% | — | -37.78% | |
| 45 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.58% | -0.07% | +5.40% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.57% | +0.12% | -3.82% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.57% | — | -23.39% | |
| 48 | FTV | Fortive CORP | 股票-科技 | 0.54% | — | -0.28% | |
| 49 | ABBV | Abbvie INC | 股票-医疗保健 | 0.52% | — | -0.19% | |
| 50 | PFE | Pfizer INC | 股票-医疗保健 | 0.52% | — | -1.63% |