CIK: 0000315080
申报总市值
US$19.1亿
仅显示前 200 大持股（共 310 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 | 14.84% | -0.10% | +14.07% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.56% | -1.33% | +9.89% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.21% | +0.02% | -0.08% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 4.78% | — | -0.67% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.70% | — | -1.73% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 4.56% | +0.40% | +2.11% | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 4.20% | -0.45% | -2.11% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.41% | +0.20% | -6.28% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.14% | -0.61% | +1.70% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.95% | -0.01% | +5.69% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.26% | — | -4.15% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.18% | -0.06% | +1.50% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.05% | — | -12.33% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.02% | — | -11.59% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.02% | +0.16% | — | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.98% | +0.07% | +0.77% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.97% | — | -11.60% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.88% | -0.04% | +2.43% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.82% | -0.04% | +6.34% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.81% | — | +5.95% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.81% | +0.13% | +1.25% | |
| 22 | BND | Vanguard Total Bond Market | ETF-其他 | 0.80% | — | +3.68% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | -0.07% | +6.63% | |
| 24 | HON | Honeywell International INC | 股票-工业 | 0.74% | +0.06% | +9.53% | |
| 25 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.74% | — | +2.06% | |
| 26 | PFE | Pfizer INC | 股票-医疗保健 | 0.69% | — | +1.50% | |
| 27 | VZ | Verizon Communications INC | 股票-通信服务 | 0.69% | — | -1.31% | |
| 28 | ABBV | Abbvie INC | 股票-医疗保健 | 0.64% | -0.03% | -0.11% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | -0.03% | -4.38% | |
| 30 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.60% | — | +128.85% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.60% | — | -1.60% | |
| 32 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.59% | — | -2.40% | |
| 33 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.58% | -0.04% | -9.29% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.57% | — | +0.34% | |
| 35 | MA | Mastercard INC - A | 股票-金融 | 0.57% | — | +3.15% | |
| 36 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.56% | — | -4.90% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.53% | — | -4.86% | |
| 38 | PEP | Pepsico INC | 股票-非周期性消费 | 0.49% | — | +1.22% | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.46% | — | +1.40% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.46% | +0.13% | +0.61% | |
| 41 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.46% | — | +1.69% | |
| 42 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.44% | — | -0.53% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.38% | -0.12% | +4.06% | |
| 44 | MO | Altria Group INC | 股票-非周期性消费 | 0.38% | — | -8.53% | |
| 45 | BA | Boeing Co/the | 股票-工业 | 0.38% | — | -17.58% | |
| 46 | T | At&t INC | 股票-通信服务 | 0.37% | — | -4.26% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.36% | — | -1.65% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.35% | — | +14.71% | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.35% | -0.03% | -1.55% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.34% | — | +6.58% |