CIK: 0000315080
申报总市值
US$19.1亿
仅显示前 200 大持股（共 232 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 11.33% | -1.33% | -1.20% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 8.16% | -0.45% | +5.86% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.43% | — | -0.81% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.62% | +0.02% | -2.38% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.35% | -0.10% | +0.35% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 4.94% | +0.40% | -0.98% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 4.90% | — | -1.46% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.05% | -0.61% | -7.15% | |
| 9 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.84% | — | -0.05% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.44% | +0.20% | -0.03% | |
| 11 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 2.33% | -0.04% | +1.55% | |
| 12 | AAPL | Apple INC | 股票-科技 | 2.01% | -0.06% | -5.49% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.96% | -0.01% | +0.56% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.71% | +0.03% | +2.49% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.66% | -0.02% | -8.54% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.48% | +0.13% | -7.41% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.39% | — | -0.57% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.24% | +0.16% | +0.97% | |
| 19 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.22% | — | +3.22% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.00% | — | -0.03% | |
| 21 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.99% | — | -0.97% | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.91% | -0.04% | +4.07% | |
| 23 | BND | Vanguard Total Bond Market | ETF-其他 | 0.90% | — | +4.96% | |
| 24 | SUB | Ishares Short-term National | ETF-其他 | 0.87% | — | +1325.55% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.75% | -0.12% | -1.14% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.70% | -0.02% | +5.72% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.64% | — | -54.02% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | -0.03% | -8.28% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | -0.07% | -3.21% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.54% | -0.04% | +11.34% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.53% | — | +2.98% | |
| 32 | AVGO | Broadcom INC | 股票-科技 | 0.46% | -0.02% | -12.55% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.41% | — | -5.14% | |
| 34 | HON | Honeywell International INC | 股票-工业 | 0.41% | +0.06% | -1.31% | |
| 35 | WMT | Walmart INC | 股票-非周期性消费 | 0.39% | +0.07% | -0.93% | |
| 36 | TSLA | Tesla INC | 股票-周期性消费 | 0.38% | -0.05% | -8.59% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.37% | +0.07% | -5.16% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.37% | — | — | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.34% | — | -15.82% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.34% | -0.04% | -5.73% | |
| 41 | ABBV | Abbvie INC | 股票-医疗保健 | 0.34% | -0.03% | -10.88% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.32% | — | -3.97% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.30% | +0.13% | -1.37% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.29% | — | +19.15% | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.28% | -0.07% | -21.50% | |
| 46 | NFLX | Netflix INC | 股票-通信服务 | 0.28% | -0.09% | -20.70% | |
| 47 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 0.28% | — | — | |
| 48 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.28% | — | -4.17% | |
| 49 | WDC | Western Digital CORP | 股票-科技 | 0.27% | — | — | |
| 50 | CAT | Caterpillar INC | 股票-工业 | 0.26% | — | -3.28% |