CIK: 0000315080
申报总市值
US$19.1亿
仅显示前 200 大持股（共 319 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 | 12.66% | -0.10% | +1.30% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.93% | -1.33% | +5.86% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.09% | — | +6.31% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.08% | +0.02% | -0.32% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 4.49% | +0.40% | +3.53% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 4.31% | -0.45% | +3.56% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 3.18% | — | +0.11% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.06% | -0.61% | +7.02% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.98% | +0.20% | +3.04% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.91% | -0.06% | +6.19% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.81% | -0.01% | +7.18% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.38% | — | +3.68% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.16% | — | -4.41% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.10% | — | +2.78% | |
| 15 | BND | Vanguard Total Bond Market | ETF-其他 | 1.07% | — | -11.34% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.05% | — | -1.74% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.03% | — | -8.06% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.03% | +0.16% | — | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.00% | +0.07% | -1.17% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.96% | — | +3.06% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.90% | -0.04% | +12.92% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | +0.13% | +9.05% | |
| 23 | ABBV | Abbvie INC | 股票-医疗保健 | 0.78% | -0.03% | -1.45% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | -0.03% | -0.37% | |
| 25 | HON | Honeywell International INC | 股票-工业 | 0.73% | +0.06% | -0.06% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | -0.07% | +17.77% | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.70% | -0.04% | +21.03% | |
| 28 | PFE | Pfizer INC | 股票-医疗保健 | 0.68% | — | +1.01% | |
| 29 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.64% | — | +0.01% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.63% | — | +2.61% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.62% | -0.04% | -4.55% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.58% | — | -5.36% | |
| 33 | VZ | Verizon Communications INC | 股票-通信服务 | 0.57% | — | -1.05% | |
| 34 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.56% | — | -10.68% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.52% | — | -18.84% | |
| 36 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.51% | — | -4.76% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.51% | — | +3.64% | |
| 38 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型股 | 0.50% | — | — | |
| 39 | T | At&t INC | 股票-通信服务 | 0.49% | — | -6.45% | |
| 40 | BA | Boeing Co/the | 股票-工业 | 0.48% | — | +7.96% | |
| 41 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.46% | — | +5.94% | |
| 42 | PEP | Pepsico INC | 股票-非周期性消费 | 0.46% | — | +1.99% | |
| 43 | CAT | Caterpillar INC | 股票-工业 | 0.45% | — | +2.33% | |
| 44 | MO | Altria Group INC | 股票-非周期性消费 | 0.43% | — | +1.28% | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.43% | — | +8.06% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.39% | +0.13% | +6.54% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.39% | -0.12% | -6.13% | |
| 48 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.38% | — | -1.86% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.35% | — | -4.99% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | — | -1.50% |