CIK: 0000315080
申报总市值
US$19.1亿
仅显示前 200 大持股（共 234 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 | 20.23% | -0.10% | +2.04% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.26% | -1.33% | +3.12% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.58% | — | +1.04% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.41% | +0.02% | -1.24% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 5.08% | -0.45% | +6.49% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 4.84% | +0.40% | +3.25% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 3.85% | — | +2.35% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.75% | +0.13% | -1.22% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.22% | +0.20% | +13.39% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.28% | -0.61% | +1.62% | |
| 11 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 2.28% | — | +2.58% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.08% | -0.01% | -6.27% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.63% | -0.06% | +1.19% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.56% | +0.16% | -7.90% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.39% | — | +3.38% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.17% | — | +6.35% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.07% | — | — | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.01% | — | +23.71% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.95% | — | -25.10% | |
| 20 | BND | Vanguard Total Bond Market | ETF-其他 | 0.83% | — | -1.31% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | +0.07% | -0.31% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.64% | -0.04% | +1.10% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.57% | — | — | |
| 24 | HON | Honeywell International INC | 股票-工业 | 0.56% | +0.06% | -0.77% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.54% | -0.04% | -0.53% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | -0.07% | +5.22% | |
| 27 | PFE | Pfizer INC | 股票-医疗保健 | 0.49% | — | +0.84% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.46% | — | -0.54% | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.46% | -0.04% | +1960.84% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | -0.03% | -0.32% | |
| 31 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.41% | — | -0.34% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.40% | -0.02% | +2.36% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.39% | — | +1.28% | |
| 34 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.39% | — | +10.12% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.39% | — | — | |
| 36 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.38% | — | +0.51% | |
| 37 | ABBV | Abbvie INC | 股票-医疗保健 | 0.37% | -0.03% | -1.54% | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.33% | — | +1.42% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.28% | — | -0.87% | |
| 40 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.28% | — | — | |
| 41 | CAT | Caterpillar INC | 股票-工业 | 0.26% | — | +0.63% | |
| 42 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.26% | — | +0.45% | |
| 43 | INTU | Intuit INC | 股票-科技 | 0.25% | — | +37.39% | |
| 44 | MCK | Mckesson CORP | 股票-医疗保健 | 0.24% | — | +161.21% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.24% | +0.13% | +14.56% | |
| 46 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.23% | -0.03% | -8.01% | |
| 47 | QCOM | Qualcomm INC | 股票-科技 | 0.22% | — | -15.13% | |
| 48 | NEE | Nextera Energy INC | 股票-公用事业 | 0.22% | — | +0.99% | |
| 49 | GIS | General Mills INC | 股票-非周期性消费 | 0.21% | — | -1.94% | |
| 50 | DHR | Danaher CORP | 股票-医疗保健 | 0.21% | — | -11.34% |