CIK: 0000933141
申报总市值
US$8.5亿
仅显示前 200 大持股（共 224 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 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 4.26% | +0.50% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.48% | +0.12% | +294.44% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.46% | -0.87% | +3557.49% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.05% | +0.13% | — | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.94% | +0.02% | +57.20% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.92% | — | +44.95% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.87% | -0.25% | — | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.83% | — | +51.68% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.79% | +0.18% | +217.81% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.74% | +0.16% | +53.16% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.68% | — | +58.52% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.52% | -0.04% | +46.10% | |
| 13 | WFC | Wells Fargo & Co | 股票-金融 | 1.46% | — | +41.44% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.45% | — | +44.11% | |
| 15 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.44% | +0.15% | — | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.43% | — | +33.18% | |
| 17 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.39% | — | +55.59% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.37% | — | +695.38% | |
| 19 | INTC | Intel CORP | 股票-科技 | 1.30% | — | +32.69% | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 1.27% | +0.04% | +26.40% | |
| 21 | SO | Southern Co/the | 股票-公用事业 | 1.23% | — | +6.50% | |
| 22 | AAPL | Apple INC | 股票-科技 | 1.23% | +0.55% | +146.67% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.22% | — | +18.80% | |
| 24 | ABBV | Abbvie INC | 股票-医疗保健 | 1.19% | — | -0.97% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.16% | — | +108.14% | |
| 26 | PM | Philip Morris International | 股票-非周期性消费 | 1.11% | — | +51.86% | |
| 27 | WMT | Walmart INC | 股票-非周期性消费 | 1.10% | — | +4.04% | |
| 28 | PFE | Pfizer INC | 股票-医疗保健 | 1.03% | — | +8.87% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.02% | — | — | |
| 30 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.00% | — | +33.88% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.99% | — | +53.48% | |
| 32 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.92% | — | — | |
| 33 | PAYX | Paychex INC | 股票-科技 | 0.91% | — | +4.84% | |
| 34 | DUK | Duke Energy CORP | 股票-公用事业 | 0.91% | — | +3.64% | |
| 35 | PBCTEUR | People's United Financial | 股票-其他 | 0.86% | — | +6.37% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.86% | +0.12% | +19.30% | |
| 37 | VZ | Verizon Communications INC | 股票-通信服务 | 0.81% | — | +18.65% | |
| 38 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.78% | +0.07% | — | |
| 39 | LMT | Lockheed Martin CORP | 股票-工业 | 0.78% | — | +1.67% | |
| 40 | T | At&t INC | 股票-通信服务 | 0.77% | — | +6.91% | |
| 41 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.76% | — | +58.63% | |
| 42 | WM | Waste Management INC | 股票-工业 | 0.72% | — | +2.16% | |
| 43 | SLB | Slb LTD | 股票-能源 | 0.71% | — | +31.38% | |
| 44 | AMGN | Amgen INC | 股票-医疗保健 | 0.69% | — | +2.46% | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.67% | — | +21.29% | |
| 46 | PFG | Principal Financial Group | 股票-金融 | 0.66% | — | +1.62% | |
| 47 | CELG | Celgene CORP | 股票-其他 | 0.66% | — | +159.69% | |
| 48 | EMR | Emerson Electric Co | 股票-工业 | 0.65% | — | +5.93% | |
| 49 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.64% | +0.09% | +165.98% | |
| 50 | MCHP | Microchip Technology INC | 股票-科技 | 0.63% | — | -2.32% |