CIK: 0001424717
申报总市值
US$15.5亿
仅显示前 200 大持股（共 947 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 19.28% | +0.53% | +27.67% | |
| 2 | PEP | Pepsico INC | 股票-非周期性消费 | 11.35% | — | -2.17% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.88% | +0.53% | +27.48% | |
| 4 | SYK | Stryker CORP | 股票-医疗保健 | 6.49% | -0.11% | -0.46% | |
| 5 | YUM | Yum! Brands INC | 股票-周期性消费 | 4.28% | -0.03% | -4.74% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-其他 | 3.23% | +0.94% | +29.48% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.10% | -0.14% | +4.47% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.56% | — | -1.45% | |
| 9 | YUMC | Yum China Holdings INC | 股票-周期性消费 | 2.03% | -0.02% | -3.62% | |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.92% | — | — | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | -0.13% | +7.58% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.50% | -0.02% | +11.20% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.12% | -0.16% | +4.47% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.98% | — | +3.33% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 0.69% | -0.04% | -5.53% | |
| 16 | GNTX | Gentex CORP | 股票-周期性消费 | 0.63% | — | +441.47% | |
| 17 | NOC | Northrop Grumman CORP | 股票-工业 | 0.60% | — | — | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.60% | -0.12% | +24.94% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | +0.02% | -0.31% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.49% | -0.09% | -4.89% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.48% | — | +1.06% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | -0.03% | +19.55% | |
| 23 | ABBV | Abbvie INC | 股票-医疗保健 | 0.46% | — | +30.58% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.46% | +0.01% | -27.31% | |
| 25 | F | Ford Motor Co | 股票-周期性消费 | 0.41% | — | +63.84% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.39% | -0.04% | -13.65% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.39% | -0.03% | +2.29% | |
| 28 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.37% | — | +21.65% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.36% | -0.08% | +7.30% | |
| 30 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.35% | — | -35.25% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.34% | — | +5.75% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.33% | — | +18.03% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.32% | — | +4.16% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.31% | -0.03% | +5.06% | |
| 35 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.31% | — | -0.46% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.31% | — | +12.12% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.30% | — | +431.92% | |
| 38 | BF-B | Brown-forman Corp-class B | 股票-其他 | 0.29% | — | -3.91% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.29% | -0.02% | -2.60% | |
| 40 | DTE | Dte Energy Company | 股票-公用事业 | 0.29% | — | +15.78% | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.26% | — | +2.66% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.26% | — | — | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.26% | — | +19.58% | |
| 44 | ADP | Automatic Data Processing | 股票-科技 | 0.25% | — | +8.05% | |
| 45 | JBLU | Jetblue Airways CORP | 股票-工业 | 0.25% | — | — | |
| 46 | RTX | Rtx CORP | 股票-工业 | 0.25% | — | +108.52% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.24% | -0.02% | +5.09% | |
| 48 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.23% | — | — | |
| 49 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.22% | — | -10.40% | |
| 50 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.22% | — | -1.06% |