CIK: 0001541897
申报总市值
US$6.2亿
仅显示前 200 大持股（共 600 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 | VV | Vanguard Large-cap ETF | ETF-其他 | 19.86% | — | +3.44% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.80% | — | +1.13% | |
| 3 | WST | West Pharmaceutical Services | 股票-医疗保健 | 3.98% | — | — | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.91% | — | -0.75% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.88% | — | -0.36% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.73% | — | +10.01% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.24% | — | +6.53% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.11% | — | -37.59% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 2.01% | — | +46.61% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.98% | — | -27.01% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.82% | — | +21.20% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.77% | — | -3.60% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.59% | — | +42.72% | |
| 14 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.49% | — | +25.20% | |
| 15 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.38% | — | +16.48% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.37% | — | +15.73% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.31% | — | +24.88% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.23% | — | +7.14% | |
| 19 | AMGN | Amgen INC | 股票-医疗保健 | 1.02% | — | -2.14% | |
| 20 | PEP | Pepsico INC | 股票-非周期性消费 | 1.01% | — | +7.50% | |
| 21 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.90% | — | +239.83% | |
| 22 | CCK | Crown Holdings INC | 股票-周期性消费 | 0.87% | — | +116.30% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | — | -8.09% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.79% | — | +284.42% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.77% | — | +0.20% | |
| 26 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.74% | — | -1.64% | |
| 27 | FDX | Fedex CORP | 股票-工业 | 0.68% | — | +19.84% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | — | +14.40% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.67% | — | -0.13% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | — | +14.82% | |
| 31 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.62% | — | +1.04% | |
| 32 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.57% | — | +27.63% | |
| 33 | PFE | Pfizer INC | 股票-医疗保健 | 0.53% | — | +3.01% | |
| 34 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.50% | — | +4.70% | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 0.49% | — | +18.04% | |
| 36 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.48% | — | -17.92% | |
| 37 | CI | THE Cigna Group | 股票-医疗保健 | 0.48% | — | -2.48% | |
| 38 | VUG | Vanguard Growth ETF | ETF-其他 | 0.48% | — | +1.07% | |
| 39 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.47% | — | — | |
| 40 | T | At&t INC | 股票-通信服务 | 0.46% | — | -20.74% | |
| 41 | HD | Home Depot INC | 股票-周期性消费 | 0.43% | — | +56.23% | |
| 42 | VFH | Vanguard Financials ETF | ETF-其他 | 0.42% | — | -18.14% | |
| 43 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.41% | — | -0.81% | |
| 44 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 0.40% | — | -58.13% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.39% | — | -1.36% | |
| 46 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.39% | — | — | |
| 47 | TGT | Target CORP | 股票-周期性消费 | 0.38% | — | +6.51% | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.38% | — | +30.20% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.38% | — | -13.36% | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.37% | — | +22.44% |