CIK: 0001591122
申报总市值
US$25.6亿
仅显示前 200 大持股（共 450 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 | 28.16% | -0.03% | -0.73% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 12.86% | -0.07% | +3.72% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 7.41% | — | +1.66% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.92% | +1.15% | +2.37% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 3.69% | — | +3.66% | |
| 6 | MKL | Markel Group INC | 股票-金融 | 3.07% | -0.11% | -3.36% | |
| 7 | ITB | Ishares U.s. Home Constructi | ETF-其他 | 2.80% | — | +0.77% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 2.64% | +0.20% | -1.03% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.15% | +0.43% | +23.48% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.57% | -0.07% | +0.78% | |
| 11 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.43% | — | -1.66% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | -1.14% | +5.50% | |
| 13 | PEP | Pepsico INC | 股票-非周期性消费 | 1.02% | — | +27.49% | |
| 14 | AAPL | Apple INC | 股票-科技 | 0.98% | -0.41% | +24.46% | |
| 15 | PM | Philip Morris International | 股票-非周期性消费 | 0.83% | — | -1.01% | |
| 16 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.78% | — | +12.42% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.76% | — | +0.24% | |
| 18 | MO | Altria Group INC | 股票-非周期性消费 | 0.75% | — | -0.18% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | -0.52% | +6.70% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | +0.06% | +1.88% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.70% | -0.27% | +13.07% | |
| 22 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.66% | — | +5.14% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.64% | — | +0.01% | |
| 24 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 0.63% | — | +3.34% | |
| 25 | WMT | Walmart INC | 股票-非周期性消费 | 0.59% | -0.22% | -0.11% | |
| 26 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.52% | -2.22% | -0.46% | |
| 27 | PFE | Pfizer INC | 股票-医疗保健 | 0.51% | — | +12.32% | |
| 28 | UDR | Udr INC | 股票-房地产 | 0.48% | — | +334.16% | |
| 29 | UNP | Union Pacific CORP | 股票-工业 | 0.48% | -0.18% | +3.04% | |
| 30 | MA | Mastercard INC - A | 股票-金融 | 0.47% | -0.85% | +13.84% | |
| 31 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.44% | — | +6.22% | |
| 32 | UTXZ | United Tech CORP | 股票-其他 | 0.42% | — | +3.59% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.38% | -1.51% | +0.30% | |
| 34 | MDT | Medtronic plc | 股票-医疗保健 | 0.36% | — | +3043.45% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.35% | — | +33.79% | |
| 36 | ✓ | 股票-其他 | 0.34% | — | +0.65% | ||
| 37 | AUB | Atlantic Union Bankshares Co | 股票-金融 | 0.33% | — | — | |
| 38 | USB | US Bancorp | 股票-金融 | 0.33% | — | -3.48% | |
| 39 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.27% | — | — | |
| 40 | CSX | Csx CORP | 股票-工业 | 0.27% | — | — | |
| 41 | D | Dominion Energy INC | 股票-公用事业 | 0.23% | — | +2.29% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.23% | — | +9.10% | |
| 43 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 0.22% | — | +1.51% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.21% | — | +15.94% | |
| 45 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.21% | — | +1025.28% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.21% | — | +11.76% | |
| 47 | WEP | Magellan Midstream Partners | 股票-其他 | 0.21% | — | +1.22% | |
| 48 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.21% | -0.72% | +37.04% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.20% | -0.03% | +7.78% | |
| 50 | EPD | Enterprise Products Partners | 股票-能源 | 0.20% | +0.07% | +0.79% |