CIK: 0000312272
申报总市值
US$715.9亿
仅显示前 200 大持股（共 3701 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 | AAPL | Apple INC | 股票-科技 | 3.73% | -0.32% | -0.95% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.14% | -0.08% | +5.44% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | -0.47% | +0.95% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.64% | -0.11% | +1.84% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.29% | — | +0.65% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.25% | -0.20% | -2.81% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.09% | -0.19% | +0.98% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.08% | -0.16% | +8.34% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.06% | -0.13% | +3.20% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.00% | -0.17% | +0.97% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 0.97% | — | +2.94% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.91% | — | +9.31% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.89% | -0.02% | +5.64% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.87% | -0.04% | +4.68% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 0.79% | -0.10% | +4.65% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.78% | — | +1.88% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.75% | +0.07% | +1.50% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.74% | -0.03% | +3.47% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.64% | — | +23.39% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | +0.14% | -4.04% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.63% | — | +7.72% | |
| 22 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.59% | — | +1.27% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.59% | — | +0.64% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.57% | — | +7.85% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.57% | -0.03% | +4.92% | |
| 26 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.55% | — | +2.00% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.54% | — | +1.81% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | -0.09% | +2.18% | |
| 29 | PFE | Pfizer INC | 股票-医疗保健 | 0.54% | — | +0.68% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.53% | — | +5.82% | |
| 31 | NEE | Nextera Energy INC | 股票-公用事业 | 0.52% | — | +1.43% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.52% | — | -0.53% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.50% | -0.08% | +1.38% | |
| 34 | ABBV | Abbvie INC | 股票-医疗保健 | 0.50% | — | +0.36% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.49% | +0.09% | +1.44% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.49% | — | +4.12% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.48% | -0.23% | -0.24% | |
| 38 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.45% | — | +0.47% | |
| 39 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.45% | — | +15.60% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.44% | — | +4.85% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.43% | -0.08% | +0.24% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.42% | — | +12.06% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.42% | — | +1.03% | |
| 44 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.41% | — | +2.58% | |
| 45 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.41% | — | -2.25% | |
| 46 | VZ | Verizon Communications INC | 股票-通信服务 | 0.40% | — | +0.09% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.40% | -0.06% | -0.33% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.40% | — | -5.99% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.39% | — | +45.50% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.39% | +0.08% | +1.85% |