CIK: 0001593600
申报总市值
US$8119.8万
仅显示前 200 大持股（共 224 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 16.80% | +0.62% | -1.78% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.84% | -0.06% | — | |
| 3 | JCTC | Jewett-cameron Trading LTD | 股票-其他 | 4.98% | — | — | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 4.21% | — | — | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.11% | — | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.77% | -0.59% | -19.49% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.63% | — | — | |
| 8 | MRK | Merck & Co. INC. | 股票-医疗保健 | 2.37% | — | -0.14% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.36% | — | -12.27% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.23% | -0.10% | -1.17% | |
| 11 | INTC | Intel CORP | 股票-科技 | 2.19% | — | -0.81% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.95% | -0.05% | +15.32% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.87% | -0.18% | — | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.58% | -0.14% | — | |
| 15 | TGT | Target CORP | 股票-周期性消费 | 1.44% | — | -2.07% | |
| 16 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.40% | -0.08% | -0.55% | |
| 17 | BLKCHF | Blackrock INC | 股票-其他 | 1.16% | — | -0.68% | |
| 18 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 1.15% | — | — | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.13% | +0.15% | -0.49% | |
| 20 | T | At&t INC | 股票-通信服务 | 1.03% | — | -1.91% | |
| 21 | CRM | Salesforce INC | 股票-科技 | 0.98% | — | — | |
| 22 | DE | Deere & Co | 股票-工业 | 0.94% | +0.27% | -1.65% | |
| 23 | AMP | Ameriprise Financial INC | 股票-金融 | 0.92% | — | — | |
| 24 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.91% | — | — | |
| 25 | CSCO | Cisco Systems INC | 股票-科技 | 0.90% | — | -2.78% | |
| 26 | ITW | Illinois Tool Works | 股票-工业 | 0.84% | — | -1.17% | |
| 27 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.79% | — | +18.39% | |
| 28 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.78% | — | -1.37% | |
| 29 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.77% | -0.04% | -15.60% | |
| 30 | ABBV | Abbvie INC | 股票-医疗保健 | 0.71% | -0.02% | -2.04% | |
| 31 | CME | Cme Group INC | 股票-金融 | 0.68% | — | -0.24% | |
| 32 | SUB | Ishares Short-term National | ETF-其他 | 0.63% | — | -4.00% | |
| 33 | PFE | Pfizer INC | 股票-医疗保健 | 0.61% | — | -0.51% | |
| 34 | KLAC | Kla CORP | 股票-科技 | 0.58% | +0.52% | — | |
| 35 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.58% | — | +14.13% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.56% | — | — | |
| 37 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.54% | +0.16% | -18.94% | |
| 38 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.53% | — | -12.58% | |
| 39 | PAYX | Paychex INC | 股票-科技 | 0.53% | -0.07% | -1.69% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.53% | — | -1.50% | |
| 41 | ALGN | Align Technology INC | 股票-医疗保健 | 0.48% | — | — | |
| 42 | PEP | Pepsico INC | 股票-非周期性消费 | 0.47% | — | -6.00% | |
| 43 | CAH | Cardinal Health INC | 股票-医疗保健 | 0.45% | — | — | |
| 44 | AVGO | Broadcom INC | 股票-科技 | 0.45% | -0.16% | -0.54% | |
| 45 | ETN | Eaton Corporation plc | 股票-工业 | 0.45% | — | — | |
| 46 | FBIN | Fortune Brands Innovations I | 股票-工业 | 0.42% | — | — | |
| 47 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.41% | — | — | |
| 48 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.41% | -0.05% | — | |
| 49 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.39% | — | — | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.39% | -0.04% | -19.80% |