CIK: 0001593600
申报总市值
US$8119.8万
仅显示前 200 大持股（共 820 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 | 9.98% | +0.62% | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.92% | -0.06% | -0.25% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-其他 | 4.33% | -0.19% | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.98% | -0.59% | -0.68% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.27% | — | — | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.19% | -0.07% | -1.47% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.10% | +0.18% | — | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.01% | -0.10% | -0.23% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.93% | — | +0.04% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.84% | -0.14% | -0.36% | |
| 11 | AVGO | Broadcom INC | 股票-科技 | 1.68% | -0.16% | — | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.62% | — | -0.01% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.61% | -0.18% | -1.11% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.35% | — | -0.03% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.34% | -0.05% | -13.97% | |
| 16 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.32% | — | +0.05% | |
| 17 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.24% | -0.08% | -4.42% | |
| 18 | ABBV | Abbvie INC | 股票-医疗保健 | 1.18% | -0.02% | -0.61% | |
| 19 | KLAC | Kla CORP | 股票-科技 | 0.98% | +0.52% | +0.24% | |
| 20 | DE | Deere & Co | 股票-工业 | 0.91% | +0.27% | — | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.90% | — | -3.94% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.86% | — | — | |
| 23 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.85% | — | — | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.84% | +0.16% | +0.10% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.79% | -0.04% | -45.15% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.79% | +0.15% | -3.83% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | -0.03% | +0.23% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.71% | — | — | |
| 29 | TSLA | Tesla INC | 股票-周期性消费 | 0.68% | — | -4.74% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.62% | — | — | |
| 31 | ITW | Illinois Tool Works | 股票-工业 | 0.61% | — | — | |
| 32 | BLK | Blackrock INC | 股票-金融 | 0.61% | -0.08% | — | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | -0.04% | +0.34% | |
| 34 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.54% | — | +0.13% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | — | +0.37% | |
| 36 | PFE | Pfizer INC | 股票-医疗保健 | 0.52% | — | -0.42% | |
| 37 | INTC | Intel CORP | 股票-科技 | 0.52% | — | +2.02% | |
| 38 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.52% | -0.04% | +3.03% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.50% | — | — | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.46% | — | +0.23% | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.45% | — | -0.16% | |
| 42 | PAYX | Paychex INC | 股票-科技 | 0.44% | -0.07% | — | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.43% | — | -2.42% | |
| 44 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.42% | — | — | |
| 45 | COF | Capital One Financial CORP | 股票-金融 | 0.41% | -0.15% | — | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.40% | — | +0.18% | |
| 47 | WMT | Walmart INC | 股票-非周期性消费 | 0.40% | — | +0.31% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工业 | 0.40% | +0.10% | -1.10% | |
| 49 | PEP | Pepsico INC | 股票-非周期性消费 | 0.39% | — | -11.74% | |
| 50 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.38% | -0.03% | — |