CIK: 0001281761
申报总市值
US$154.0亿
仅显示前 200 大持股（共 799 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.64% | — | -4.85% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.83% | -0.91% | -0.53% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.34% | +0.24% | -0.86% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.99% | +0.16% | -0.17% | |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 2.67% | +0.29% | +29.18% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.66% | -0.09% | -0.50% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.20% | +0.18% | +15.13% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.99% | -0.57% | -0.96% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.92% | +0.53% | -0.61% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.87% | -0.15% | -1.32% | |
| 11 | SNA | Snap-on INC | 股票-工业 | 1.67% | +0.10% | -0.07% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.60% | — | +13.59% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.59% | -0.32% | -0.46% | |
| 14 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.35% | +0.17% | -0.64% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.26% | +0.28% | -1.14% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.24% | -0.13% | -2.45% | |
| 17 | GL | Globe Life INC | 股票-金融 | 1.19% | — | -12.04% | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.16% | — | +0.23% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.09% | -0.25% | +1.25% | |
| 20 | WMT | Walmart INC | 股票-非周期性消费 | 1.05% | +0.18% | -1.00% | |
| 21 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.02% | — | +0.21% | |
| 22 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.01% | — | -1.58% | |
| 23 | HD | Home Depot INC | 股票-周期性消费 | 1.00% | — | -0.51% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.96% | +0.13% | -0.85% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.95% | +0.86% | +0.64% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.95% | -0.11% | +0.18% | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.93% | -0.06% | +3.96% | |
| 28 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.87% | -0.10% | -1.25% | |
| 29 | NEE | Nextera Energy INC | 股票-公用事业 | 0.87% | +0.12% | -0.28% | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.84% | — | -0.11% | |
| 31 | WM | Waste Management INC | 股票-工业 | 0.80% | — | -0.86% | |
| 32 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.77% | — | -0.76% | |
| 33 | SYK | Stryker CORP | 股票-医疗保健 | 0.75% | — | +0.88% | |
| 34 | CB | Chubb Limited | 股票-金融 | 0.74% | — | -0.57% | |
| 35 | HON | Honeywell International INC | 股票-工业 | 0.74% | — | -0.40% | |
| 36 | BLKCHF | Blackrock INC | 股票-其他 | 0.72% | — | -0.65% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.66% | — | +16.01% | |
| 38 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.65% | -0.09% | -0.87% | |
| 39 | RY | Royal Bank Of Canada | 股票-金融 | 0.62% | — | +0.12% | |
| 40 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.61% | — | -1.35% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.61% | — | -1.32% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.60% | — | +1.98% | |
| 43 | COP | Conocophillips | 股票-能源 | 0.57% | +0.11% | -2.84% | |
| 44 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.54% | — | -0.84% | |
| 45 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.54% | — | +2.40% | |
| 46 | UNP | Union Pacific CORP | 股票-工业 | 0.52% | — | -0.89% | |
| 47 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.52% | — | -1.31% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.51% | — | -10.54% | |
| 49 | QCOM | Qualcomm INC | 股票-科技 | 0.51% | -0.08% | -1.03% | |
| 50 | TXN | Texas Instruments INC | 股票-科技 | 0.51% | +0.12% | -1.74% |