CIK: 0001541897
申报总市值
US$6.2亿
仅显示前 200 大持股（共 809 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 | 16.77% | — | -1.37% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.66% | — | +3.54% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.45% | — | -16.06% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.63% | — | -0.72% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.57% | — | -8.02% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.36% | — | -2.44% | |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 2.35% | — | — | |
| 8 | WST | West Pharmaceutical Services | 股票-医疗保健 | 2.00% | — | — | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.88% | — | -4.33% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.80% | — | +6.22% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.52% | — | -3.67% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.46% | — | +1.05% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.37% | — | -18.67% | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.25% | — | -8.63% | |
| 15 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.16% | — | +1.90% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.16% | — | -4.09% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.07% | — | +3.82% | |
| 18 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.04% | — | -7.36% | |
| 19 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.99% | — | -51.51% | |
| 20 | GSEW | Goldman Sachs Eql Wght Large | ETF-避险与商品 | 0.94% | — | -25.21% | |
| 21 | PEP | Pepsico INC | 股票-非周期性消费 | 0.91% | — | -0.12% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.87% | — | +19.74% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.81% | — | -0.34% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.80% | — | +0.29% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.74% | — | +91.09% | |
| 26 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.73% | — | +2.18% | |
| 27 | PFFD | Global X US Preferred ETF | ETF-其他 | 0.65% | — | -10.54% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.64% | — | -11.56% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | — | +3.28% | |
| 30 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.63% | — | -54.54% | |
| 31 | CCK | Crown Holdings INC | 股票-周期性消费 | 0.61% | — | — | |
| 32 | AMGN | Amgen INC | 股票-医疗保健 | 0.58% | — | +0.83% | |
| 33 | PFE | Pfizer INC | 股票-医疗保健 | 0.57% | — | -1.89% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | — | -2.64% | |
| 35 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.52% | — | -0.31% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | — | +0.01% | |
| 37 | PFS | Provident Financial Services | 股票-其他 | 0.50% | — | +0.01% | |
| 38 | WTRG | Essential Utilities INC | 股票-公用事业 | 0.49% | — | — | |
| 39 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.48% | — | -39.43% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.48% | — | +22.77% | |
| 41 | CAT | Caterpillar INC | 股票-工业 | 0.48% | — | +0.14% | |
| 42 | VFH | Vanguard Financials ETF | ETF-其他 | 0.46% | — | -5.98% | |
| 43 | VUG | Vanguard Growth ETF | ETF-其他 | 0.46% | — | +47.59% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | — | -13.48% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.45% | — | +43.39% | |
| 46 | FDX | Fedex CORP | 股票-工业 | 0.42% | — | -20.42% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.42% | — | +10.36% | |
| 48 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 0.42% | — | +183.34% | |
| 49 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.41% | — | +0.25% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.41% | — | +5.60% |