CIK: 0001138060
申报总市值
US$61.6亿
仅显示前 200 大持股（共 248 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 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 2.97% | — | +17.64% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.49% | — | +2.26% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.49% | -0.38% | +37.25% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 1.98% | — | +12.78% | |
| 5 | USB | US Bancorp | 股票-金融 | 1.80% | +0.06% | +7.78% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.62% | — | -3.71% | |
| 7 | MKL | Markel Group INC | 股票-金融 | 1.58% | — | -17.23% | |
| 8 | KMX | Carmax INC | 股票-周期性消费 | 1.56% | — | -2.22% | |
| 9 | DISCKUSD | Discovery Inc-c | 股票-其他 | 1.56% | -0.25% | +4.28% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.56% | — | -13.56% | |
| 11 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 1.55% | +0.09% | +4.55% | |
| 12 | DG | Dollar General CORP | 股票-非周期性消费 | 1.53% | — | -0.82% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.45% | — | -34.41% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.42% | — | -1.64% | |
| 15 | CDW | Cdw Corp/de | 股票-科技 | 1.39% | +0.08% | -9.96% | |
| 16 | BND | Vanguard Total Bond Market | ETF-其他 | 1.37% | — | +0.48% | |
| 17 | AMT | American Tower CORP | 股票-房地产 | 1.32% | — | +41.27% | |
| 18 | SJM | Jm Smucker Co/the | 股票-非周期性消费 | 1.27% | — | +10.55% | |
| 19 | CPRT | Copart INC | 股票-工业 | 1.24% | +0.02% | -24.53% | |
| 20 | TEL | TE Connectivity plc | 股票-科技 | 1.23% | — | +14.04% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.15% | -0.21% | -2.94% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.11% | -0.69% | +168.81% | |
| 23 | JECUSD | Jacobs Engineering Group INC | 股票-其他 | 1.06% | — | -8.53% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 1.05% | — | -22.58% | |
| 25 | OMC | Omnicom Group | 股票-通信服务 | 1.04% | — | -0.78% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.01% | +0.07% | +27.50% | |
| 27 | ACN | Accenture plc | 股票-科技 | 1.01% | — | -1.48% | |
| 28 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.97% | — | -5.84% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.94% | — | -28.82% | |
| 30 | DHR | Danaher CORP | 股票-医疗保健 | 0.93% | — | -1.80% | |
| 31 | LBRDK | Liberty Broadband-c | 股票-通信服务 | 0.86% | — | -2.76% | |
| 32 | SBH | Sally Beauty Holdings INC | 股票-其他 | 0.86% | — | -2.37% | |
| 33 | ROST | Ross Stores INC | 股票-周期性消费 | 0.85% | — | -2.44% | |
| 34 | BRO | Brown & Brown INC | 股票-金融 | 0.84% | — | -0.74% | |
| 35 | SLB | Slb LTD | 股票-能源 | 0.84% | — | -4.35% | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.82% | -0.04% | -6.82% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | — | +19.54% | |
| 38 | LBTYA | Liberty Global Ltd. | 股票-其他 | 0.80% | -0.49% | EXIT | |
| 39 | PKWUSD | Invesco Buyback Achievers Et | ETF-其他 | 0.80% | — | -3.98% | |
| 40 | EXPD | Expeditors Intl Wash INC | 股票-工业 | 0.78% | — | -0.81% | |
| 41 | PPG | Ppg Industries INC | 股票-原材料 | 0.78% | — | +10.55% | |
| 42 | DVA | Davita INC | 股票-医疗保健 | 0.77% | — | +11.14% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.76% | — | -0.60% | |
| 44 | VAREUR | Varian Medical Systems INC | 股票-其他 | 0.71% | +0.37% | +0.06% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | +0.05% | +0.47% | |
| 46 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.71% | — | +1.05% | |
| 47 | WRB | Wr Berkley CORP | 股票-金融 | 0.70% | — | -0.73% | |
| 48 | ✓ | Powershares | 股票-其他 | 0.68% | — | -7.81% | |
| 49 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 0.68% | +0.09% | -0.60% | |
| 50 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.68% | — | -0.84% |