CIK: 0000933141
申报总市值
US$8.5亿
仅显示前 200 大持股（共 208 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 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.97% | — | +5.79% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.69% | — | +3.88% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.67% | +0.02% | +11.60% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.61% | +0.12% | -28.86% | |
| 5 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 2.40% | — | +30.82% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.06% | — | +1.56% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.70% | +0.16% | -29.95% | |
| 8 | CSCO | Cisco Systems INC | 股票-科技 | 1.68% | +0.04% | -12.25% | |
| 9 | INTC | Intel CORP | 股票-科技 | 1.62% | — | -20.72% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.56% | — | -15.19% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.55% | -0.04% | -10.01% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.44% | +0.18% | -34.70% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.39% | — | -16.48% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.34% | — | -8.57% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.33% | +0.55% | -27.03% | |
| 16 | ABBV | Abbvie INC | 股票-医疗保健 | 1.21% | — | -17.23% | |
| 17 | PAYX | Paychex INC | 股票-科技 | 1.15% | — | +3.91% | |
| 18 | EMR | Emerson Electric Co | 股票-工业 | 1.13% | — | +2.39% | |
| 19 | PM | Philip Morris International | 股票-非周期性消费 | 1.06% | — | -11.30% | |
| 20 | PFE | Pfizer INC | 股票-医疗保健 | 1.06% | — | -12.72% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.05% | -0.87% | -59.47% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.03% | +0.12% | -2.43% | |
| 23 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.01% | +0.50% | -76.68% | |
| 24 | UTXZ | United Tech CORP | 股票-其他 | 1.00% | -0.21% | EXIT | |
| 25 | LMT | Lockheed Martin CORP | 股票-工业 | 0.99% | — | -0.16% | |
| 26 | VZ | Verizon Communications INC | 股票-通信服务 | 0.99% | — | +2.33% | |
| 27 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.95% | — | -1.15% | |
| 28 | DUK | Duke Energy CORP | 股票-公用事业 | 0.94% | — | -4.69% | |
| 29 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.94% | — | -0.24% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.92% | — | +11.43% | |
| 31 | PBCTEUR | People's United Financial | 股票-其他 | 0.91% | — | -11.37% | |
| 32 | T | At&t INC | 股票-通信服务 | 0.91% | — | -13.06% | |
| 33 | PFG | Principal Financial Group | 股票-金融 | 0.88% | — | +20.14% | |
| 34 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.88% | +0.25% | -16.11% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.87% | — | -22.50% | |
| 36 | AMGN | Amgen INC | 股票-医疗保健 | 0.81% | — | +10.23% | |
| 37 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.81% | +0.13% | -67.42% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.79% | -0.25% | -61.13% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.78% | -0.01% | +2.82% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.77% | — | -11.37% | |
| 41 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.77% | — | +9.58% | |
| 42 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.76% | — | +51.88% | |
| 43 | MMM | 3m Co | 股票-工业 | 0.75% | — | -1.88% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.73% | +0.56% | +35.48% | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.73% | +0.14% | -10.82% | |
| 46 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.73% | — | -23.70% | |
| 47 | UPS | United Parcel Service-cl B | 股票-工业 | 0.72% | +0.07% | +58.77% | |
| 48 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.69% | -0.03% | +27.77% | |
| 49 | HON | Honeywell International INC | 股票-工业 | 0.67% | — | -5.17% | |
| 50 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.67% | — | +10.26% |