CIK: 0001482880
申报总市值
US$206.9亿
仅显示前 200 大持股（共 301 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 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 14.99% | — | +10.31% | |
| 2 | VAC | Marriott Vacations World | 股票-周期性消费 | 3.32% | — | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.17% | — | +125.80% | |
| 4 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 3.14% | — | -2.23% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.11% | -0.59% | +0.88% | |
| 6 | MAR | Marriott International -cl A | 股票-周期性消费 | 2.11% | — | -65.10% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.07% | — | +893.66% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.06% | -0.11% | +0.35% | |
| 9 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.96% | — | +2.95% | |
| 10 | ✓ | CME Group Inc. | 股票-其他 | 1.88% | — | -11.79% | |
| 11 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.80% | — | -0.96% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.80% | -0.14% | +0.50% | |
| 13 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.77% | — | — | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.61% | — | +3.13% | |
| 15 | GXC | State Street Spdr S&p China | ETF-新兴市场 | 1.47% | — | -0.53% | |
| 16 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.32% | — | — | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.20% | -0.22% | +4.49% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.14% | — | — | |
| 19 | ABBV | Abbvie INC | 股票-医疗保健 | 1.09% | — | +0.18% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.99% | — | +4.54% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.96% | — | +0.04% | |
| 22 | DXCM | Dexcom INC | 股票-医疗保健 | 0.96% | — | — | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.93% | — | +4.84% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.91% | — | +0.28% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.84% | — | +0.06% | |
| 26 | WWD | Woodward INC | 股票-工业 | 0.80% | — | -1.19% | |
| 27 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.79% | — | -0.39% | |
| 28 | ✓ | SPDR S&P International Small C | 股票-其他 | 0.77% | — | +11.91% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | +0.02% | +0.99% | |
| 30 | VTV | Vanguard Value ETF | ETF-其他 | 0.75% | — | -0.71% | |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.75% | — | +7.06% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.74% | — | +829.93% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.74% | -0.17% | +3.11% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | +0.03% | -0.47% | |
| 35 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.61% | — | +2.61% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | -0.16% | +1.85% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.59% | — | +7.69% | |
| 38 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.58% | — | +0.83% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.57% | — | +0.35% | |
| 40 | BA | Boeing Co/the | 股票-工业 | 0.55% | — | +1.92% | |
| 41 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.55% | — | +11.86% | |
| 42 | ✓ | J P Morgan Chase And Co | 股票-其他 | 0.54% | — | — | |
| 43 | WM | Waste Management INC | 股票-工业 | 0.53% | — | +3.88% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.50% | — | +0.06% | |
| 45 | UTXZ | United Tech CORP | 股票-其他 | 0.49% | — | -0.38% | |
| 46 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.46% | — | +3.22% | |
| 47 | PFE | Pfizer INC | 股票-医疗保健 | 0.46% | — | +0.26% | |
| 48 | INTC | Intel CORP | 股票-科技 | 0.46% | — | +16.86% | |
| 49 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.46% | — | +0.12% | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | 0.45% | — | -0.84% |