CIK: 0000771572
申报总市值
US$8.0亿
仅显示前 200 大持股（共 259 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.60% | -2.37% | +5.92% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.16% | — | +26.46% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.83% | — | +10.77% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.07% | — | +2.39% | |
| 5 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 2.70% | — | +6.15% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.63% | -0.01% | +8.78% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.31% | — | +12.96% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.14% | — | +6.68% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 2.02% | — | +2.21% | |
| 10 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-其他 | 1.88% | -0.71% | +2.19% | |
| 11 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 1.82% | — | -3.25% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.70% | — | +4.38% | |
| 13 | FISV | Fiserv INC | 股票-其他 | 1.57% | — | +2.23% | |
| 14 | TSLA | Tesla INC | 股票-周期性消费 | 1.51% | — | +7.87% | |
| 15 | BN | Brookfield CORP | 股票-金融 | 1.45% | — | +1.89% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.45% | -0.75% | +3.08% | |
| 17 | MCK | Mckesson CORP | 股票-医疗保健 | 1.42% | — | -2.81% | |
| 18 | PZA | Invesco National Amt-free Mu | ETF-其他 | 1.22% | — | +13.25% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.16% | -0.25% | +7.98% | |
| 20 | NFLX | Netflix INC | 股票-通信服务 | 1.13% | — | +5.45% | |
| 21 | MBB | Ishares Mbs ETF | ETF-其他 | 1.13% | — | -1.07% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.12% | — | +804.04% | |
| 23 | MKL | Markel Group INC | 股票-金融 | 0.97% | — | +2.39% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 0.91% | — | -7.43% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.90% | — | +29.25% | |
| 26 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.89% | — | +3.00% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.79% | — | -5.40% | |
| 28 | UNP | Union Pacific CORP | 股票-工业 | 0.79% | — | +2.78% | |
| 29 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.79% | — | +0.04% | |
| 30 | GTO | Invesco Total Return Bond Et | ETF-其他 | 0.77% | — | +1.95% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.73% | — | +16.77% | |
| 32 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.70% | +0.24% | +9.43% | |
| 33 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.69% | — | +8.49% | |
| 34 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.69% | — | -0.98% | |
| 35 | CME | Cme Group INC | 股票-金融 | 0.65% | — | -2.96% | |
| 36 | LMT | Lockheed Martin CORP | 股票-工业 | 0.63% | — | +4.99% | |
| 37 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.63% | -0.51% | +0.66% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.63% | — | -5.89% | |
| 39 | CRM | Salesforce INC | 股票-科技 | 0.61% | — | +7.31% | |
| 40 | VIS | Vanguard Industrials ETF | ETF-其他 | 0.59% | — | — | |
| 41 | UHAL-B | U-haul Holding Co-non Voting | 股票-其他 | 0.59% | — | +2.24% | |
| 42 | VTV | Vanguard Value ETF | ETF-其他 | 0.59% | — | -2.93% | |
| 43 | BGC | Bgc Group Inc-a | 股票-金融 | 0.58% | — | — | |
| 44 | AVGO | Broadcom INC | 股票-科技 | 0.58% | — | +12.68% | |
| 45 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-其他 | 0.56% | — | +5.01% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | +0.12% | +13.76% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.54% | — | +16.57% | |
| 48 | PANW | Palo Alto Networks INC | 股票-科技 | 0.53% | — | +199.63% | |
| 49 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.53% | — | +8.02% | |
| 50 | XLF | Ss Financial Select Sector | ETF-其他 | 0.52% | — | +32.64% |