CIK: 0001456048
申报总市值
US$65.3亿
仅显示前 200 大持股（共 2225 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 18.86% | — | +6.55% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 7.97% | -1.13% | +7.09% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 7.85% | — | +8.15% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 5.82% | +2.39% | +5.74% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 5.74% | +0.45% | +11.61% | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 4.28% | -0.04% | +10.69% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.39% | +0.15% | +9.66% | |
| 8 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.48% | — | -1.56% | |
| 9 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 1.71% | — | +4313166.67% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.61% | -0.12% | +7.34% | |
| 11 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.29% | -0.08% | -1.78% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.17% | — | -4.10% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.86% | -0.04% | -4.82% | |
| 14 | UPS | United Parcel Service-cl B | 股票-工业 | 0.81% | — | -6.87% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 0.80% | -0.37% | +10.73% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.74% | -0.08% | +6.59% | |
| 17 | ROL | Rollins INC | 股票-周期性消费 | 0.71% | -0.04% | -0.23% | |
| 18 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.58% | — | +0.97% | |
| 19 | HD | Home Depot INC | 股票-周期性消费 | 0.58% | — | +4.11% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.52% | +0.06% | +1.81% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.46% | -0.06% | +8.13% | |
| 22 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.41% | — | -3.99% | |
| 23 | T | At&t INC | 股票-通信服务 | 0.39% | — | -13.63% | |
| 24 | LKQ | Lkq CORP | 股票-周期性消费 | 0.37% | — | -15.75% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.37% | -0.12% | +9.26% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.36% | — | +17.39% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.35% | — | +11.70% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.35% | +0.04% | +25.90% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.32% | -0.07% | +0.76% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.30% | — | +2.17% | |
| 31 | SO | Southern Co/the | 股票-公用事业 | 0.29% | — | -17.09% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.28% | +0.09% | +12.34% | |
| 33 | PFE | Pfizer INC | 股票-医疗保健 | 0.28% | — | +88.31% | |
| 34 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.28% | — | +100.35% | |
| 35 | INTC | Intel CORP | 股票-科技 | 0.26% | — | +36.93% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.26% | — | +7.39% | |
| 37 | VZ | Verizon Communications INC | 股票-通信服务 | 0.26% | — | +36.87% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.24% | — | +74.06% | |
| 39 | RWX | State Street Spdr Dow Jones | ETF-其他 | 0.22% | — | +1.66% | |
| 40 | AXS | AXIS Capital Holdings Limited | 股票-金融 | 0.22% | — | -10.60% | |
| 41 | ABBV | Abbvie INC | 股票-医疗保健 | 0.20% | — | +99.05% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.20% | — | +64.72% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.20% | — | +3.88% | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.19% | — | +75.25% | |
| 45 | PEP | Pepsico INC | 股票-非周期性消费 | 0.18% | — | +9.49% | |
| 46 | WMT | Walmart INC | 股票-非周期性消费 | 0.18% | +0.04% | +2.71% | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.18% | — | +60.66% | |
| 48 | TFC | Truist Financial CORP | 股票-金融 | 0.17% | — | — | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.17% | — | +6.72% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.17% | — | +1.81% |