CIK: 0000315080
申报总市值
US$19.1亿
仅显示前 200 大持股（共 314 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 8.68% | -0.10% | +87.77% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.98% | +0.02% | -16.57% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 4.50% | +0.40% | +1297.13% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 4.05% | -0.45% | +1323.16% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 3.69% | — | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.03% | -1.33% | +51.13% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.54% | -0.61% | -3.18% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.53% | +0.07% | -9.87% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.49% | -0.06% | -19.07% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.43% | -0.01% | -9.23% | |
| 11 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.40% | — | -11.84% | |
| 12 | PM | Philip Morris International | 股票-非周期性消费 | 1.36% | — | -6.81% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.34% | — | +3295.33% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.34% | +0.13% | -3.04% | |
| 15 | VZ | Verizon Communications INC | 股票-通信服务 | 1.30% | — | -6.05% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.27% | -0.04% | -5.90% | |
| 17 | MO | Altria Group INC | 股票-非周期性消费 | 1.16% | — | -11.00% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.15% | — | -11.48% | |
| 19 | BND | Vanguard Total Bond Market | ETF-其他 | 1.15% | — | +18.61% | |
| 20 | T | At&t INC | 股票-通信服务 | 1.14% | — | -12.72% | |
| 21 | REYN | Reynolds Consumer Products Inc. | 股票-其他 | 1.11% | — | -15.85% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.05% | — | -0.34% | |
| 23 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.03% | — | -11.32% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.00% | — | -3.50% | |
| 25 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.94% | — | -0.47% | |
| 26 | HON | Honeywell International INC | 股票-工业 | 0.93% | +0.06% | -3.83% | |
| 27 | NGG | National Grid plc | 股票-公用事业 | 0.92% | — | -6.92% | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.91% | — | -6.72% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.89% | — | -28.57% | |
| 30 | ABBV | Abbvie INC | 股票-医疗保健 | 0.85% | -0.03% | +4.94% | |
| 31 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.85% | — | -7.13% | |
| 32 | ALEX | Alexander & Baldwin INC | 股票-其他 | 0.79% | — | -0.21% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.75% | — | -19.80% | |
| 34 | DUK | Duke Energy CORP | 股票-公用事业 | 0.74% | — | -10.58% | |
| 35 | PFE | Pfizer INC | 股票-医疗保健 | 0.73% | — | -5.80% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | -0.04% | +51.24% | |
| 37 | GSK | GSK plc ADRhedged | 股票-医疗保健 | 0.69% | — | -6.48% | |
| 38 | SO | Southern Co/the | 股票-公用事业 | 0.66% | — | -8.01% | |
| 39 | GIS | General Mills INC | 股票-非周期性消费 | 0.64% | — | -3.31% | |
| 40 | BCE | Bce INC | 股票-通信服务 | 0.61% | — | -1.54% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.60% | — | +45.74% | |
| 42 | PEP | Pepsico INC | 股票-非周期性消费 | 0.59% | — | -4.02% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | -0.07% | -14.28% | |
| 44 | UL | Unilever PLC | 股票-非周期性消费 | 0.56% | — | -3.79% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | -0.03% | -10.74% | |
| 46 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 0.52% | — | +32.81% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.52% | — | -27.98% | |
| 48 | MMM | 3m Co | 股票-工业 | 0.52% | — | +3.50% | |
| 49 | PPL | Ppl CORP | 股票-公用事业 | 0.50% | — | -8.03% | |
| 50 | D | Dominion Energy INC | 股票-公用事业 | 0.48% | — | -6.87% |