CIK: 0000315080
申报总市值
US$19.1亿
仅显示前 200 大持股（共 316 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 | BND | Vanguard Total Bond Market | ETF-其他 | 11.34% | — | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 9.42% | +0.02% | — | |
| 3 | GLD | Spdr Gold Shares | ETF-避险与商品 | 3.81% | — | — | |
| 4 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.58% | +0.07% | — | |
| 5 | VZ | Verizon Communications INC | 股票-通信服务 | 1.56% | — | — | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 1.52% | +0.13% | — | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.47% | — | — | |
| 8 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.37% | — | — | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.32% | -1.33% | — | |
| 10 | T | At&t INC | 股票-通信服务 | 1.31% | — | — | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.22% | -0.04% | — | |
| 12 | COP | Conocophillips | 股票-能源 | 1.16% | — | — | |
| 13 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.16% | — | — | |
| 14 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.08% | — | — | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.05% | — | — | |
| 16 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.03% | — | — | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.00% | -0.61% | — | |
| 18 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.00% | — | — | |
| 19 | AAPL | Apple INC | 股票-科技 | 0.99% | -0.06% | — | |
| 20 | ABBV | Abbvie INC | 股票-医疗保健 | 0.97% | -0.03% | — | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.95% | -0.10% | — | |
| 22 | MO | Altria Group INC | 股票-非周期性消费 | 0.93% | — | — | |
| 23 | PM | Philip Morris International | 股票-非周期性消费 | 0.92% | — | — | |
| 24 | NGG | National Grid plc | 股票-公用事业 | 0.87% | — | — | |
| 25 | DUK | Duke Energy CORP | 股票-公用事业 | 0.85% | — | — | |
| 26 | SO | Southern Co/the | 股票-公用事业 | 0.84% | — | — | |
| 27 | GSK | GSK plc ADRhedged | 股票-医疗保健 | 0.84% | — | — | |
| 28 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.84% | -0.07% | — | |
| 29 | HON | Honeywell International INC | 股票-工业 | 0.84% | +0.06% | — | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.82% | -0.01% | — | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.80% | — | — | |
| 32 | VOD | Vodafone Group Public Limited Company | 股票-通信服务 | 0.79% | — | — | |
| 33 | PFE | Pfizer INC | 股票-医疗保健 | 0.78% | — | — | |
| 34 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.77% | -0.09% | EXIT | |
| 35 | REYN | Reynolds Consumer Products Inc. | 股票-其他 | 0.73% | — | — | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.72% | -0.07% | — | |
| 37 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 0.70% | — | — | |
| 38 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.66% | — | — | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.63% | — | — | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.63% | — | — | |
| 41 | GOOG | Alphabet A | 股票-通信服务 | 0.62% | — | — | |
| 42 | QCOM | Qualcomm INC | 股票-科技 | 0.58% | — | — | |
| 43 | MMM | 3m Co | 股票-工业 | 0.56% | — | — | |
| 44 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.52% | -0.03% | — | |
| 45 | KHC | The Kraft Heinz Company | 股票-非周期性消费 | 0.52% | — | — | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.52% | — | — | |
| 47 | BP | Bp Plc-spons Adr | 股票-能源 | 0.52% | — | — | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | -0.03% | — | |
| 49 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 0.50% | — | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | — | — |