CIK: 0001541897
申报总市值
US$6.2亿
仅显示前 200 大持股（共 793 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 | 15.93% | — | -4.23% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.36% | — | -1.83% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.22% | — | -2.66% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.00% | — | -0.62% | |
| 5 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 2.80% | — | +26.10% | |
| 6 | WST | West Pharmaceutical Services | 股票-医疗保健 | 2.72% | — | — | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.41% | — | -0.09% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.37% | — | +1.66% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.92% | — | +2.62% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.66% | — | -1.91% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.38% | — | -3.19% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.37% | — | -5.63% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.36% | — | -1.28% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.24% | — | -8.69% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.18% | — | -0.35% | |
| 16 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.07% | — | +3.91% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.94% | — | +1.51% | |
| 18 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.91% | — | -0.51% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.91% | — | -3.04% | |
| 20 | PEP | Pepsico INC | 股票-非周期性消费 | 0.86% | — | +1.49% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.86% | — | -1.47% | |
| 22 | GSEW | Goldman Sachs Eql Wght Large | ETF-避险与商品 | 0.85% | — | -5.25% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.78% | — | +0.60% | |
| 24 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.77% | — | -0.29% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.70% | — | -5.00% | |
| 26 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.68% | — | +2.61% | |
| 27 | PFFD | Global X US Preferred ETF | ETF-其他 | 0.61% | — | -0.43% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | — | +3.79% | |
| 29 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 0.60% | — | +50.11% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.57% | — | -6.17% | |
| 31 | CCK | Crown Holdings INC | 股票-周期性消费 | 0.56% | — | — | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.55% | — | +29.66% | |
| 33 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.55% | — | -7.03% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | — | +1.75% | |
| 35 | VUG | Vanguard Growth ETF | ETF-其他 | 0.50% | — | +1.54% | |
| 36 | FDX | Fedex CORP | 股票-工业 | 0.50% | — | -2.60% | |
| 37 | AMGN | Amgen INC | 股票-医疗保健 | 0.49% | — | +0.07% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.47% | — | +0.01% | |
| 39 | PFS | Provident Financial Services | 股票-其他 | 0.47% | — | +12.70% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.47% | — | -2.40% | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.46% | — | +6.31% | |
| 42 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.46% | — | -21.26% | |
| 43 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.45% | — | +18.32% | |
| 44 | VFH | Vanguard Financials ETF | ETF-其他 | 0.42% | — | +3.39% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | — | +1.77% | |
| 46 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.41% | — | -8.17% | |
| 47 | PFE | Pfizer INC | 股票-医疗保健 | 0.41% | — | -1.11% | |
| 48 | WTRG | Essential Utilities INC | 股票-公用事业 | 0.41% | — | — | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.41% | — | -0.12% | |
| 50 | SHEL | Shell Plc-adr | 股票-能源 | 0.41% | — | +8.66% |