CIK: 0001541897
申报总市值
US$6.2亿
仅显示前 200 大持股（共 744 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 | 19.44% | — | +5.94% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.94% | — | +82.37% | |
| 3 | WST | West Pharmaceutical Services | 股票-医疗保健 | 3.84% | — | — | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.75% | — | -0.97% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.58% | — | -0.15% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.82% | — | +1.87% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.64% | — | +0.11% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.07% | — | +4.71% | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.00% | — | +4.72% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.93% | — | +1.34% | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.80% | — | +6.28% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.78% | — | -0.29% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.71% | — | +2.25% | |
| 14 | GSEW | Goldman Sachs Eql Wght Large | ETF-避险与商品 | 1.50% | — | +2.72% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.34% | — | +0.05% | |
| 16 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.33% | — | -0.73% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.24% | — | +1.16% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.17% | — | -0.10% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.87% | — | +0.91% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.84% | — | +1254.50% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.84% | — | +8.53% | |
| 22 | PEP | Pepsico INC | 股票-非周期性消费 | 0.83% | — | +2.00% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.82% | — | +8.47% | |
| 24 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.77% | — | -0.07% | |
| 25 | CCK | Crown Holdings INC | 股票-周期性消费 | 0.77% | — | -2.55% | |
| 26 | FDX | Fedex CORP | 股票-工业 | 0.71% | — | +9.04% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | — | +2.77% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.59% | — | +40.47% | |
| 29 | PFE | Pfizer INC | 股票-医疗保健 | 0.59% | — | -0.70% | |
| 30 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.59% | — | +5.26% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | -0.37% | |
| 32 | WTRG | Essential Utilities INC | 股票-公用事业 | 0.52% | — | -0.29% | |
| 33 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.52% | — | — | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | — | -0.20% | |
| 35 | PFS | Provident Financial Services | 股票-其他 | 0.50% | — | +0.01% | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.48% | — | -2.64% | |
| 37 | FDBC | Fidelity D&d Bancorp INC | 股票-其他 | 0.47% | — | — | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.46% | — | -0.60% | |
| 39 | AMGN | Amgen INC | 股票-医疗保健 | 0.46% | — | +0.31% | |
| 40 | VFH | Vanguard Financials ETF | ETF-其他 | 0.45% | — | +6.84% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.45% | — | +3.09% | |
| 42 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.43% | — | -1.97% | |
| 43 | TGT | Target CORP | 股票-周期性消费 | 0.41% | — | +5.94% | |
| 44 | VIS | Vanguard Industrials ETF | ETF-其他 | 0.40% | — | +6.46% | |
| 45 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.40% | — | -3.55% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.39% | — | +2.51% | |
| 47 | CAT | Caterpillar INC | 股票-工业 | 0.39% | — | +0.15% | |
| 48 | HD | Home Depot INC | 股票-周期性消费 | 0.39% | — | -0.54% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.36% | — | -12.49% | |
| 50 | ABBV | Abbvie INC | 股票-医疗保健 | 0.34% | — | +1.44% |