CIK: 0000315080
申报总市值
US$19.1亿
仅显示前 200 大持股（共 280 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 | 20.29% | -0.10% | +1.55% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.03% | -1.33% | -7.21% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.43% | +0.02% | +14.05% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.98% | — | — | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 4.22% | +0.40% | +6.68% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 4.14% | -0.45% | -6.68% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 3.71% | — | -16.67% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.84% | +0.20% | +45.42% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.51% | -0.61% | -19.56% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.01% | -0.01% | -2.48% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.92% | -0.06% | -28.15% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.37% | — | +9.44% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.22% | — | +250.05% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.09% | — | -0.14% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.03% | +0.16% | -6.90% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.98% | — | — | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.94% | — | +14.15% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.86% | +0.07% | -4.03% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.85% | — | — | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.82% | +0.13% | -3.97% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 0.79% | — | -1.89% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.79% | -0.04% | -11.09% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | -0.04% | -29.36% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | -0.07% | -23.31% | |
| 25 | HON | Honeywell International INC | 股票-工业 | 0.65% | +0.06% | -6.50% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.55% | — | -1.66% | |
| 27 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.55% | — | +2.53% | |
| 28 | ABBV | Abbvie INC | 股票-医疗保健 | 0.52% | -0.03% | -8.19% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | -0.03% | -9.92% | |
| 30 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.49% | — | -17.96% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.49% | — | +1.16% | |
| 32 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.48% | -0.04% | -45.68% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.47% | — | -5.27% | |
| 34 | MA | Mastercard INC - A | 股票-金融 | 0.46% | — | -23.22% | |
| 35 | PFE | Pfizer INC | 股票-医疗保健 | 0.46% | — | +1.55% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.40% | -0.12% | -26.56% | |
| 37 | VZ | Verizon Communications INC | 股票-通信服务 | 0.39% | — | -14.48% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.35% | — | -6.44% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.35% | — | +18.60% | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.35% | — | -17.96% | |
| 41 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.35% | — | +5.98% | |
| 42 | T | At&t INC | 股票-通信服务 | 0.35% | — | -4.17% | |
| 43 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.34% | -0.03% | +4.02% | |
| 44 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.34% | — | -2.21% | |
| 45 | PEP | Pepsico INC | 股票-非周期性消费 | 0.33% | — | -21.54% | |
| 46 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.33% | — | +38.15% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | +0.13% | -8.82% | |
| 48 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.29% | — | -14.92% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.28% | — | — | |
| 50 | NEE | Nextera Energy INC | 股票-公用事业 | 0.28% | — | -13.01% |