CIK: 0001593600
申报总市值
US$8119.8万
仅显示前 200 大持股（共 275 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 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 13.10% | — | +0.06% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 12.62% | +0.62% | -0.56% | |
| 3 | JCTC | Jewett-cameron Trading LTD | 股票-其他 | 6.68% | — | +5.32% | |
| 4 | REET | Ishares Global Reit ETF | ETF-其他 | 4.06% | — | -0.06% | |
| 5 | SUB | Ishares Short-term National | ETF-其他 | 2.95% | — | — | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.91% | — | — | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.91% | — | — | |
| 8 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.76% | — | — | |
| 9 | MRK | Merck & Co. INC. | 股票-医疗保健 | 2.11% | — | -0.14% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.04% | -0.06% | -0.09% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.71% | -0.59% | — | |
| 12 | INTC | Intel CORP | 股票-科技 | 1.65% | — | -10.10% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.55% | — | -0.16% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.35% | -0.10% | -0.15% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.34% | -0.05% | — | |
| 16 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.18% | -0.08% | -0.16% | |
| 17 | CSCO | Cisco Systems INC | 股票-科技 | 0.93% | — | -0.02% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.91% | -0.18% | — | |
| 19 | T | At&t INC | 股票-通信服务 | 0.91% | — | -0.22% | |
| 20 | BA | Boeing Co/the | 股票-工业 | 0.84% | — | — | |
| 21 | CME | Cme Group INC | 股票-金融 | 0.78% | — | — | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.77% | +0.15% | -24.11% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.69% | -0.14% | — | |
| 24 | ITW | Illinois Tool Works | 股票-工业 | 0.65% | — | — | |
| 25 | CRM | Salesforce INC | 股票-科技 | 0.65% | — | — | |
| 26 | BLKCHF | Blackrock INC | 股票-其他 | 0.64% | — | -0.58% | |
| 27 | SYY | Sysco CORP | 股票-非周期性消费 | 0.62% | — | -0.37% | |
| 28 | TXN | Texas Instruments INC | 股票-科技 | 0.57% | — | — | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.57% | +0.16% | — | |
| 30 | ABBV | Abbvie INC | 股票-医疗保健 | 0.57% | -0.02% | -31.55% | |
| 31 | ADSK | Autodesk INC | 股票-科技 | 0.56% | — | — | |
| 32 | TGT | Target CORP | 股票-周期性消费 | 0.56% | — | — | |
| 33 | PFE | Pfizer INC | 股票-医疗保健 | 0.56% | — | — | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.52% | — | -0.32% | |
| 35 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.52% | -0.05% | -0.30% | |
| 36 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.51% | — | — | |
| 37 | DHR | Danaher CORP | 股票-医疗保健 | 0.50% | — | — | |
| 38 | PEP | Pepsico INC | 股票-非周期性消费 | 0.49% | — | -1.96% | |
| 39 | ADBE | Adobe INC | 股票-科技 | 0.48% | — | -0.56% | |
| 40 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.47% | -0.04% | — | |
| 41 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.45% | — | — | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | -0.04% | -10.15% | |
| 43 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.44% | — | — | |
| 44 | AMP | Ameriprise Financial INC | 股票-金融 | 0.44% | — | — | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.43% | — | — | |
| 46 | D | Dominion Energy INC | 股票-公用事业 | 0.43% | — | -0.61% | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.41% | — | — | |
| 48 | DE | Deere & Co | 股票-工业 | 0.40% | +0.27% | -0.63% | |
| 49 | MFC | Manulife Financial CORP | 股票-金融 | 0.39% | — | — | |
| 50 | AVGO | Broadcom INC | 股票-科技 | 0.37% | -0.16% | — |