CIK: 0001238990
申报总市值
US$17.3亿
仅显示前 38 大持股（共 238 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 | GL | Globe Life INC | 股票-金融 | 0.03% | — | — | |
| 2 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.03% | — | — | |
| 3 | WFC | Wells Fargo & Co | 股票-金融 | 0.02% | — | — | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.02% | — | — | |
| 5 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.02% | — | — | |
| 6 | BAC | Bank Of America CORP | 股票-金融 | 0.02% | — | — | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.02% | — | — | |
| 8 | ABBV | Abbvie INC | 股票-医疗保健 | 0.02% | — | -1.84% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.02% | — | — | |
| 10 | MDT | Medtronic plc | 股票-医疗保健 | 0.02% | — | — | |
| 11 | SYK | Stryker CORP | 股票-医疗保健 | 0.02% | — | +8.10% | |
| 12 | VNT | Vontier CORP | 股票-科技 | 0.02% | — | — | |
| 13 | ✓ | Alta Equipment Group INC | 股票-其他 | 0.02% | — | -14.00% | |
| 14 | PM | Philip Morris International | 股票-非周期性消费 | 0.02% | — | — | |
| 15 | AMGN | Amgen INC | 股票-医疗保健 | 0.02% | — | — | |
| 16 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.01% | — | — | |
| 17 | EMR | Emerson Electric Co | 股票-工业 | 0.01% | — | — | |
| 18 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.01% | — | — | |
| 19 | CVX | Chevron CORP | 股票-能源 | 0.01% | — | — | |
| 20 | BX | Blackstone INC | 股票-金融 | 0.01% | — | — | |
| 21 | DLB | Dolby Laboratories Inc-cl A | 股票-工业 | 0.01% | — | — | |
| 22 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.01% | — | — | |
| 23 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.01% | — | — | |
| 24 | XVMMX | Delaware Inv Minn Muni Ii | 股票-其他 | 0.01% | — | -26.11% | |
| 25 | SUNSUSD | Solar Senior Capital LTD | 股票-其他 | 0.01% | — | +9.93% | |
| 26 | WMCUSD | Western Asset Mortgage Capit | 股票-其他 | 0.01% | — | +22.33% | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.01% | — | — | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.01% | — | — | |
| 29 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.01% | — | -22.77% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.01% | — | +8.77% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.01% | — | — | |
| 32 | IWC | Ishares Micro-cap ETF | ETF-其他 | — | — | — | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | — | — | +53.25% | |
| 34 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | — | — | -4.02% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | — | — | +2.86% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-其他 | — | — | — | |
| 37 | XLK | Ss Technology Select Sector | ETF-科技型 | — | — | — | |
| 38 | IEZ | Ishares U.s. Oil Equipment & | ETF-其他 | — | — | — |