CIK: 0001593600
申报总市值
US$8119.8万
仅显示前 200 大持股（共 706 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 | 10.29% | +0.62% | -1.95% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.00% | -0.06% | +6.81% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.62% | — | -56.24% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.75% | -0.59% | +1.74% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.56% | — | — | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.25% | — | +2276.95% | |
| 7 | MRK | Merck & Co. INC. | 股票-医疗保健 | 2.23% | — | +6.79% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.20% | -0.19% | +16963.95% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.06% | -0.14% | +7.98% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.76% | -0.10% | +9.11% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.72% | — | — | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.62% | -0.05% | -7.60% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.39% | +0.15% | +17.67% | |
| 14 | INTC | Intel CORP | 股票-科技 | 1.34% | — | -3.59% | |
| 15 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.28% | -0.08% | +5.37% | |
| 16 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.23% | -0.04% | +4.75% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.13% | -0.18% | +2.63% | |
| 18 | ABBV | Abbvie INC | 股票-医疗保健 | 1.09% | -0.02% | +3.14% | |
| 19 | PFE | Pfizer INC | 股票-医疗保健 | 1.05% | — | +21.54% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.03% | — | +10.18% | |
| 21 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.94% | — | — | |
| 22 | TGT | Target CORP | 股票-周期性消费 | 0.91% | — | -3.76% | |
| 23 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.89% | — | -1.99% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.81% | — | +57.65% | |
| 25 | AMP | Ameriprise Financial INC | 股票-金融 | 0.74% | — | -11.74% | |
| 26 | CSCO | Cisco Systems INC | 股票-科技 | 0.73% | — | -12.27% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.72% | — | +0.80% | |
| 28 | BLKCHF | Blackrock INC | 股票-其他 | 0.71% | — | -6.66% | |
| 29 | CME | Cme Group INC | 股票-金融 | 0.71% | — | +9.76% | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.69% | — | +44.41% | |
| 31 | DE | Deere & Co | 股票-工业 | 0.68% | +0.27% | +2.88% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.66% | +0.16% | — | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 0.65% | — | +34.85% | |
| 34 | CRM | Salesforce INC | 股票-科技 | 0.64% | — | -2.10% | |
| 35 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.63% | — | +4.30% | |
| 36 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.58% | — | -3.59% | |
| 37 | NEE | Nextera Energy INC | 股票-公用事业 | 0.55% | — | +78.92% | |
| 38 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.53% | -0.05% | +46.25% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | -0.04% | +10.23% | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.52% | — | -34.94% | |
| 41 | HD | Home Depot INC | 股票-周期性消费 | 0.50% | — | +9.65% | |
| 42 | ITW | Illinois Tool Works | 股票-工业 | 0.49% | — | -5.89% | |
| 43 | QCOM | Qualcomm INC | 股票-科技 | 0.49% | -0.10% | +67.80% | |
| 44 | AVGO | Broadcom INC | 股票-科技 | 0.48% | -0.16% | — | |
| 45 | SUB | Ishares Short-term National | ETF-其他 | 0.48% | — | — | |
| 46 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.45% | — | — | |
| 47 | EIX | Edison International | 股票-公用事业 | 0.44% | — | +1589.81% | |
| 48 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.44% | — | -30.83% | |
| 49 | KLAC | Kla CORP | 股票-科技 | 0.43% | +0.52% | -6.53% | |
| 50 | PAYX | Paychex INC | 股票-科技 | 0.42% | -0.07% | — |