CIK: 0001591122
申报总市值
US$25.6亿
仅显示前 200 大持股（共 416 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 30.92% | -0.03% | -5.02% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 9.47% | -0.07% | +132.36% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 7.04% | — | +0.01% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.17% | +1.15% | +3045.52% | |
| 5 | MKL | Markel Group INC | 股票-金融 | 4.72% | -0.11% | +27.77% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 4.26% | — | — | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 2.84% | +0.20% | +4.86% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.98% | -0.07% | +473.43% | |
| 9 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.89% | — | +4.24% | |
| 10 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 1.88% | — | -18.31% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.47% | — | — | |
| 12 | MO | Altria Group INC | 股票-非周期性消费 | 0.99% | — | — | |
| 13 | PM | Philip Morris International | 股票-非周期性消费 | 0.91% | — | -0.10% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 0.88% | -1.14% | +0.45% | |
| 15 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.80% | — | — | |
| 16 | PEP | Pepsico INC | 股票-非周期性消费 | 0.76% | — | +2.72% | |
| 17 | AMGN | Amgen INC | 股票-医疗保健 | 0.74% | — | +1.19% | |
| 18 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.73% | -2.22% | +1.14% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | -0.52% | +2.34% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.71% | — | -6.92% | |
| 21 | PFE | Pfizer INC | 股票-医疗保健 | 0.70% | — | +2.49% | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.70% | -0.41% | -1.34% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | +0.06% | -1.35% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | -0.27% | +2.10% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.63% | -0.03% | +270776.19% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 0.54% | -0.22% | +6.18% | |
| 27 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.52% | — | +4.78% | |
| 28 | UNP | Union Pacific Corporation | 股票-工业 | 0.49% | — | -1.58% | |
| 29 | UNP | Union Pacific CORP | 股票-工业 | 0.43% | -0.18% | +3.07% | |
| 30 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.43% | — | +2.51% | |
| 31 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.42% | — | -5.58% | |
| 32 | ✓ | 股票-其他 | 0.40% | — | -2.12% | ||
| 33 | UPS | United Parcel Service-cl B | 股票-工业 | 0.38% | — | -6.05% | |
| 34 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 0.38% | — | +0.95% | |
| 35 | EPD | Enterprise Products Partners | 股票-能源 | 0.37% | +0.07% | +1.13% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.36% | -1.51% | +6.72% | |
| 37 | WEP | Magellan Midstream Partners | 股票-其他 | 0.36% | — | +1.22% | |
| 38 | UTXZ | United Tech CORP | 股票-其他 | 0.35% | — | -3.16% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.35% | — | — | |
| 40 | MPLX | Mplx LP | 股票-能源 | 0.34% | — | +1.29% | |
| 41 | WMB | Williams Cos INC | 股票-能源 | 0.32% | -0.09% | +1.25% | |
| 42 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 0.32% | — | +1.41% | |
| 43 | USB | US Bancorp | 股票-金融 | 0.32% | — | -2.85% | |
| 44 | ET | Energy Transfer LP | 股票-能源 | 0.32% | — | +5.23% | |
| 45 | XLF | Ss Financial Select Sector | ETF-其他 | 0.30% | — | +1763.79% | |
| 46 | CSX | Csx CORP | 股票-工业 | 0.27% | — | -0.31% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.26% | — | -0.80% | |
| 48 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.25% | — | — | |
| 49 | D | Dominion Energy INC | 股票-公用事业 | 0.23% | — | +0.15% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.22% | — | -2.32% |