CIK: 0001462245
申报总市值
US$942.2亿
仅显示前 200 大持股（共 3249 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 | 4.54% | — | -0.01% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.28% | -0.66% | -1.80% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.07% | -0.19% | -0.98% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.81% | +0.43% | -29.12% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.69% | +0.20% | +5.55% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.49% | -0.14% | +3.27% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.36% | — | +47.44% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.33% | -0.15% | +7.51% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.30% | +1.83% | +3.66% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.08% | +0.23% | +4.92% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.92% | -0.18% | -3.34% | |
| 12 | PEP | Pepsico INC | 股票-非周期性消费 | 0.85% | +0.07% | +2.14% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.84% | — | +59.35% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | -0.11% | -2.65% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.72% | — | +7.96% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.71% | +0.03% | +24.46% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | -0.10% | +4.10% | |
| 18 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.69% | — | +2.61% | |
| 19 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.66% | — | +0.58% | |
| 20 | SIXH | Etc 6 Meridian Hedged Equity | ETF-其他 | 0.66% | — | +0.16% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.66% | — | +49.49% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.63% | — | -0.01% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 0.62% | -0.10% | +11.76% | |
| 24 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.62% | — | +1.61% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.62% | — | -4.38% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.57% | -0.08% | +8.43% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.57% | — | +11.17% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.55% | -0.08% | -15.78% | |
| 29 | VTV | Vanguard Value ETF | ETF-其他 | 0.52% | — | +0.53% | |
| 30 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.51% | -0.14% | +0.07% | |
| 31 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.51% | — | +4.92% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.51% | -0.08% | +5.23% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.50% | +0.21% | +5.86% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.48% | — | +2.10% | |
| 35 | PXDEUR | Pioneer Natural Resources Co | 股票-其他 | 0.47% | — | +0.25% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.45% | — | -1.59% | |
| 37 | TSLA | Tesla INC | 股票-周期性消费 | 0.44% | -0.08% | +10.47% | |
| 38 | HD | Home Depot INC | 股票-周期性消费 | 0.44% | — | +4.01% | |
| 39 | UPS | United Parcel Service-cl B | 股票-工业 | 0.43% | — | +13.18% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.42% | — | +2.53% | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.42% | -0.06% | -2.50% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.41% | +0.06% | +4.00% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.40% | +0.05% | +22.34% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.39% | — | +3.85% | |
| 45 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.38% | — | -4.55% | |
| 46 | SCL | Stepan Co | 股票-其他 | 0.38% | — | +0.26% | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.37% | -0.11% | +6.08% | |
| 48 | MA | Mastercard INC - A | 股票-金融 | 0.37% | — | +5.06% | |
| 49 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.37% | — | -0.61% | |
| 50 | ADBE | Adobe INC | 股票-科技 | 0.36% | — | +2.55% |