CIK: 0000771572
申报总市值
US$8.0亿
仅显示前 200 大持股（共 287 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.58% | +2.43% | NEW | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 3.98% | +1.52% | NEW | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.44% | -2.37% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.70% | — | — | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.60% | — | — | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.10% | — | — | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 2.04% | +0.81% | NEW | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.67% | — | — | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.60% | +0.75% | NEW | |
| 10 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 1.56% | — | — | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.54% | -0.01% | — | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.47% | — | — | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.47% | +1.13% | NEW | |
| 14 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.42% | — | — | |
| 15 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 1.36% | — | — | |
| 16 | MCK | Mckesson CORP | 股票-医疗保健 | 1.30% | — | — | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.28% | — | — | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.28% | +1.14% | NEW | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.20% | -0.75% | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.12% | — | — | |
| 21 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-其他 | 1.11% | -0.71% | — | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.03% | +2.20% | NEW | |
| 23 | MBB | Ishares Mbs ETF | ETF-其他 | 1.03% | — | — | |
| 24 | PZA | Invesco National Amt-free Mu | ETF-其他 | 1.00% | — | — | |
| 25 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.94% | — | — | |
| 26 | FISV | Fiserv INC | 股票-其他 | 0.91% | — | — | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.90% | +0.73% | NEW | |
| 28 | BN | Brookfield CORP | 股票-金融 | 0.87% | — | — | |
| 29 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.84% | — | — | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.83% | — | — | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.80% | -0.25% | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.70% | — | — | |
| 33 | MKL | Markel Group INC | 股票-金融 | 0.70% | — | — | |
| 34 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.70% | +0.44% | NEW | |
| 35 | TSLA | Tesla INC | 股票-周期性消费 | 0.70% | — | — | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.69% | — | — | |
| 37 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.69% | +0.31% | NEW | |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.66% | +0.70% | NEW | |
| 39 | NFLX | Netflix INC | 股票-通信服务 | 0.64% | — | — | |
| 40 | CNC | Centene CORP | 股票-医疗保健 | 0.62% | — | — | |
| 41 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.62% | — | — | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.61% | — | — | |
| 43 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.60% | +0.39% | NEW | |
| 44 | UNP | Union Pacific CORP | 股票-工业 | 0.59% | — | — | |
| 45 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.58% | — | — | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.58% | — | — | |
| 47 | O | Realty Income CORP | 股票-房地产 | 0.58% | — | — | |
| 48 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.55% | +0.24% | — | |
| 49 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.55% | — | — | |
| 50 | ILCV | Ishares Morningstar Value Et | ETF-其他 | 0.53% | +0.33% | NEW |