CIK: 0001393389
申报总市值
US$6.9亿
仅显示前 200 大持股（共 543 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 | UPS | United Parcel Service-cl B | 股票-工业 | 39.71% | +0.20% | -0.05% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 14.34% | +0.11% | -6.06% | |
| 3 | PFF | Ishares Preferred & Income S | ETF-其他 | 5.57% | — | +19.37% | |
| 4 | DBAUSD | Invesco Db Agriculture Fund | ETF-其他 | 2.50% | — | +47.91% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 2.05% | +0.02% | +64.84% | |
| 6 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.49% | — | — | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.17% | — | +8.38% | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.97% | -0.02% | +0.05% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.97% | -0.01% | -5.96% | |
| 10 | AAPL | Apple INC | 股票-科技 | 0.86% | +0.18% | -0.09% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.84% | — | — | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.82% | — | +30.41% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.80% | — | -7.01% | |
| 14 | VAW | Vanguard Materials ETF | ETF-其他 | 0.71% | — | — | |
| 15 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.70% | — | -81.69% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.67% | — | -14.32% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.64% | +0.06% | -22.94% | |
| 18 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.51% | — | -33.95% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.51% | +0.14% | -5.12% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.51% | — | -35.07% | |
| 21 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.50% | -0.03% | — | |
| 22 | RWX | State Street Spdr Dow Jones | ETF-其他 | 0.44% | — | -24.49% | |
| 23 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.43% | -0.07% | — | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.43% | — | -9.17% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.40% | — | -63.73% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.39% | -0.22% | -3.65% | |
| 27 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.39% | +0.11% | — | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.38% | -0.05% | -5.71% | |
| 29 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.36% | — | — | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.34% | — | -23.48% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.33% | — | -5.31% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.33% | — | -3.66% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.32% | — | +49.37% | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.32% | — | -4.53% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.29% | -0.10% | -2.63% | |
| 36 | QCOM | Qualcomm INC | 股票-科技 | 0.28% | -0.09% | -0.49% | |
| 37 | XLF | Ss Financial Select Sector | ETF-其他 | 0.26% | — | — | |
| 38 | HD | Home Depot INC | 股票-周期性消费 | 0.26% | — | — | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.24% | — | +0.01% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.23% | -0.14% | — | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.22% | — | — | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.21% | — | +1.83% | |
| 43 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.20% | -0.07% | — | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.20% | — | — | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.20% | — | +0.01% | |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.20% | — | -1.07% | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.20% | — | -2.07% | |
| 48 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.19% | — | -35.74% | |
| 49 | EWA | Ishares Msci Australia ETF | ETF-其他 | 0.19% | — | — | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.19% | — | — |