CIK: 0001591122
申报总市值
US$25.6亿
仅显示前 200 大持股（共 445 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 | 29.14% | -0.03% | +0.89% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 8.01% | -0.07% | -41.26% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 5.77% | — | -12.32% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.03% | +1.15% | -3.51% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.97% | -0.03% | +1836.00% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.32% | +0.43% | -3.57% | |
| 7 | MKL | Markel Group INC | 股票-金融 | 2.30% | -0.11% | -3.32% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 2.13% | +0.20% | -13.24% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.87% | -0.41% | +17.29% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.86% | -0.07% | +0.91% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.77% | -1.14% | +18.89% | |
| 12 | PEP | Pepsico INC | 股票-非周期性消费 | 1.58% | — | +28.23% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.39% | -0.27% | +40.40% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.27% | -0.52% | +34.35% | |
| 15 | WMT | Walmart INC | 股票-非周期性消费 | 1.18% | -0.22% | +32.76% | |
| 16 | D | Dominion Energy INC | 股票-公用事业 | 1.07% | — | +300.34% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.02% | -1.51% | +67.57% | |
| 18 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.94% | — | +44.86% | |
| 19 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.93% | -2.22% | +687.36% | |
| 20 | PM | Philip Morris International | 股票-非周期性消费 | 0.89% | — | -1.22% | |
| 21 | MDT | Medtronic plc | 股票-医疗保健 | 0.89% | — | +59.57% | |
| 22 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.88% | — | +698.75% | |
| 23 | PFE | Pfizer INC | 股票-医疗保健 | 0.87% | — | +1055.29% | |
| 24 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.87% | — | +35.62% | |
| 25 | PGR | Progressive CORP | 股票-金融 | 0.86% | -0.37% | +75.08% | |
| 26 | HD | Home Depot INC | 股票-周期性消费 | 0.76% | -0.25% | +240.19% | |
| 27 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 0.73% | — | +221.69% | |
| 28 | MA | Mastercard INC - A | 股票-金融 | 0.72% | -0.85% | +28.40% | |
| 29 | UNP | Union Pacific CORP | 股票-工业 | 0.72% | -0.18% | +13.53% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.69% | — | +1.51% | |
| 31 | MO | Altria Group INC | 股票-非周期性消费 | 0.69% | — | -2.10% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.66% | — | -0.25% | |
| 33 | UTXZ | United Tech CORP | 股票-其他 | 0.59% | — | +18.68% | |
| 34 | TEL | TE Connectivity plc | 股票-科技 | 0.58% | — | +762.72% | |
| 35 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.52% | — | +401.93% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.50% | — | +223.74% | |
| 37 | USB | US Bancorp | 股票-金融 | 0.48% | — | +26.22% | |
| 38 | UDR | Udr INC | 股票-房地产 | 0.45% | — | -1.72% | |
| 39 | APTV | Aptiv PLC | 股票-周期性消费 | 0.39% | — | — | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.35% | — | — | |
| 41 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.29% | — | +2.28% | |
| 42 | TFC | Truist Financial CORP | 股票-金融 | 0.29% | — | +11.37% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.26% | -0.42% | +67.35% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.25% | — | +1.07% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.25% | -0.22% | +4.39% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.25% | -0.56% | +9.77% | |
| 47 | CSX | Csx CORP | 股票-工业 | 0.23% | — | -0.17% | |
| 48 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.23% | — | +14.73% | |
| 49 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.22% | -0.72% | +2.46% | |
| 50 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.21% | — | -0.09% |