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 | 13.03% | -0.10% | +7.37% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.16% | -1.33% | +7.82% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.24% | +0.02% | +6.70% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 4.94% | — | +58.94% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.81% | — | -2.12% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 4.62% | +0.40% | +3.50% | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 4.18% | -0.45% | +3.48% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.65% | +0.20% | +38.69% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.06% | -0.61% | -0.03% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.88% | -0.01% | -0.63% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.29% | — | +2.22% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.19% | — | +7.58% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.17% | — | +9.06% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.13% | — | +7.14% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.13% | +0.16% | -2.94% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.10% | -0.06% | -27.04% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.02% | +0.07% | -2.68% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.86% | -0.04% | -1.31% | |
| 19 | BND | Vanguard Total Bond Market | ETF-其他 | 0.85% | — | -29.21% | |
| 20 | ABBV | Abbvie INC | 股票-医疗保健 | 0.83% | -0.03% | -3.75% | |
| 21 | PFE | Pfizer INC | 股票-医疗保健 | 0.80% | — | +5.20% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.79% | — | -16.14% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.78% | -0.04% | +0.38% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.77% | +0.13% | +3.83% | |
| 25 | VZ | Verizon Communications INC | 股票-通信服务 | 0.76% | — | +12.73% | |
| 26 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.75% | — | +10.56% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | -0.03% | -1.73% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | -0.07% | -1.15% | |
| 29 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.69% | — | -6.30% | |
| 30 | HON | Honeywell International INC | 股票-工业 | 0.64% | +0.06% | -0.88% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.62% | — | +2.35% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.62% | — | -1.73% | |
| 33 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.61% | -0.04% | +3.93% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.57% | — | +9.22% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.57% | — | -41.65% | |
| 36 | MA | Mastercard INC - A | 股票-金融 | 0.50% | — | +3.22% | |
| 37 | PEP | Pepsico INC | 股票-非周期性消费 | 0.50% | — | -2.43% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.47% | +0.13% | +19.90% | |
| 39 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.47% | — | +8.82% | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.45% | — | +17.18% | |
| 41 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.45% | — | +539.47% | |
| 42 | BA | Boeing Co/the | 股票-工业 | 0.44% | — | -6.60% | |
| 43 | MO | Altria Group INC | 股票-非周期性消费 | 0.41% | — | +2.82% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.41% | — | -31.70% | |
| 45 | T | At&t INC | 股票-通信服务 | 0.40% | — | -13.07% | |
| 46 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.36% | -0.03% | -1.11% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | — | -1.12% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.33% | -0.12% | -4.59% | |
| 49 | MMM | 3m Co | 股票-工业 | 0.32% | — | +1.40% | |
| 50 | CAT | Caterpillar INC | 股票-工业 | 0.32% | — | -25.06% |