CIK: 0000315080
申报总市值
US$19.1亿
仅显示前 200 大持股（共 236 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 | 16.52% | -0.10% | +2.62% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 12.51% | -1.33% | +4.26% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.64% | — | +0.50% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 5.19% | -0.45% | -2.69% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.08% | +0.02% | -0.40% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 4.38% | -0.04% | +62.22% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 4.13% | +0.40% | +0.26% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 3.85% | — | +0.07% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.80% | -0.01% | +8.77% | |
| 10 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.49% | — | -0.09% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.38% | -0.61% | -0.25% | |
| 12 | MBB | Ishares Mbs ETF | ETF-其他 | 2.13% | — | — | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.04% | +0.13% | -19.18% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.74% | +0.20% | +0.30% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.72% | -0.06% | -0.16% | |
| 16 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.47% | — | -15.91% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.18% | — | +1.02% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.06% | — | +3.80% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.04% | -0.02% | -1.02% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.93% | +0.16% | -29.45% | |
| 21 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.84% | — | -1.05% | |
| 22 | BND | Vanguard Total Bond Market | ETF-其他 | 0.73% | — | +7.49% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.71% | — | +0.49% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.66% | -0.04% | +0.58% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.59% | — | -7.70% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | -0.03% | +0.51% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.52% | -0.12% | +2.49% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.48% | — | — | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | -0.07% | -1.01% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.43% | -0.04% | +0.61% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.41% | — | -22.48% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.41% | -0.02% | -2.01% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.35% | -0.04% | -0.62% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.34% | +0.07% | -7.12% | |
| 35 | HON | Honeywell International INC | 股票-工业 | 0.34% | +0.06% | -19.33% | |
| 36 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.34% | -0.07% | +2.17% | |
| 37 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.31% | — | -0.27% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.31% | — | +1.15% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.31% | — | +1.72% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.30% | — | — | |
| 41 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 0.27% | — | +0.36% | |
| 42 | WMT | Walmart INC | 股票-非周期性消费 | 0.27% | +0.07% | -1.25% | |
| 43 | ABBV | Abbvie INC | 股票-医疗保健 | 0.26% | -0.03% | -2.50% | |
| 44 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.25% | — | +0.21% | |
| 45 | CAT | Caterpillar INC | 股票-工业 | 0.24% | — | -6.62% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.24% | +0.13% | -0.35% | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.23% | -0.02% | +1323.26% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.23% | — | -9.05% | |
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.21% | — | -4.76% | |
| 50 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.19% | +0.03% | +14.40% |