CIK: 0001593600
申报总市值
US$8119.8万
仅显示前 200 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 16.65% | +0.62% | -0.51% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.87% | -0.06% | — | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 4.83% | — | — | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.75% | — | — | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.39% | -0.59% | +0.89% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.67% | -0.10% | — | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.54% | — | — | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.30% | -0.14% | — | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.28% | — | +1.67% | |
| 10 | INTC | Intel CORP | 股票-科技 | 2.25% | — | — | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.23% | -0.18% | — | |
| 12 | MRK | Merck & Co. INC. | 股票-医疗保健 | 2.00% | — | -3.20% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.98% | -0.05% | — | |
| 14 | TGT | Target CORP | 股票-周期性消费 | 1.79% | — | — | |
| 15 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.42% | -0.08% | — | |
| 16 | BLKCHF | Blackrock INC | 股票-其他 | 1.23% | — | — | |
| 17 | AMP | Ameriprise Financial INC | 股票-金融 | 1.19% | — | — | |
| 18 | CRM | Salesforce INC | 股票-科技 | 1.14% | — | — | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.08% | +0.15% | +1.60% | |
| 20 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 1.06% | — | — | |
| 21 | CSCO | Cisco Systems INC | 股票-科技 | 1.04% | — | -1.12% | |
| 22 | DE | Deere & Co | 股票-工业 | 1.00% | +0.27% | -1.05% | |
| 23 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.93% | — | — | |
| 24 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.93% | — | — | |
| 25 | T | At&t INC | 股票-通信服务 | 0.92% | — | — | |
| 26 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.87% | — | — | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.82% | — | — | |
| 28 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.82% | -0.04% | — | |
| 29 | ITW | Illinois Tool Works | 股票-工业 | 0.76% | — | — | |
| 30 | ABBV | Abbvie INC | 股票-医疗保健 | 0.73% | -0.02% | +13.33% | |
| 31 | CME | Cme Group INC | 股票-金融 | 0.69% | — | — | |
| 32 | PFE | Pfizer INC | 股票-医疗保健 | 0.69% | — | +1.67% | |
| 33 | KLAC | Kla CORP | 股票-科技 | 0.64% | +0.52% | — | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.61% | +0.16% | — | |
| 35 | SUB | Ishares Short-term National | ETF-其他 | 0.60% | — | — | |
| 36 | ALGN | Align Technology INC | 股票-医疗保健 | 0.57% | — | — | |
| 37 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.56% | — | — | |
| 38 | PAYX | Paychex INC | 股票-科技 | 0.55% | -0.07% | — | |
| 39 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.54% | — | — | |
| 40 | ETN | Eaton Corporation plc | 股票-工业 | 0.53% | — | — | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.48% | — | — | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.47% | — | +2.89% | |
| 43 | COF | Capital One Financial CORP | 股票-金融 | 0.47% | -0.15% | — | |
| 44 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.47% | +0.58% | — | |
| 45 | AVGO | Broadcom INC | 股票-科技 | 0.46% | -0.16% | +3.44% | |
| 46 | PEP | Pepsico INC | 股票-非周期性消费 | 0.42% | — | — | |
| 47 | FBIN | Fortune Brands Innovations I | 股票-工业 | 0.42% | — | — | |
| 48 | HD | Home Depot INC | 股票-周期性消费 | 0.41% | — | — | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.38% | -0.04% | — | |
| 50 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.38% | -0.05% | — |