CIK: 0000312272
申报总市值
US$715.9亿
仅显示前 200 大持股（共 3823 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 | 4.26% | -0.32% | -0.65% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.43% | -0.08% | +6.71% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.19% | -0.47% | +0.97% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.72% | -0.20% | +5.19% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.58% | -0.11% | +2.69% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.35% | -0.17% | -1.29% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.34% | — | +7.10% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.14% | -0.13% | -0.98% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.13% | -0.19% | +3.07% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.08% | -0.23% | -2.31% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.05% | -0.16% | +1.31% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.98% | -0.02% | +2.28% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 0.94% | -0.10% | +2.94% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 0.89% | — | +2.78% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.85% | -0.04% | +2.40% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.72% | — | -5.17% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.69% | -0.03% | -4.81% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | -0.08% | +1.82% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.65% | — | +8.56% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.65% | — | -0.61% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.64% | — | +7.21% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | +0.14% | -1.40% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.58% | +0.07% | -3.70% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.55% | — | +3.24% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | -0.09% | +3.11% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.54% | -0.03% | +0.95% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.53% | — | +7.44% | |
| 28 | TSLA | Tesla INC | 股票-周期性消费 | 0.53% | -0.10% | -2.63% | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.53% | — | +1.22% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.53% | -0.08% | -0.64% | |
| 31 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.52% | — | +1.52% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.51% | — | +0.95% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.51% | — | +2.28% | |
| 34 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.49% | — | +67.01% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.46% | — | +0.24% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.44% | +0.08% | +1.21% | |
| 37 | HD | Home Depot INC | 股票-周期性消费 | 0.43% | — | +0.19% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.43% | +0.09% | +2.82% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.42% | — | -8.69% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.41% | — | +7.53% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.40% | — | +7.57% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.40% | — | +2.58% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.39% | -0.06% | +1.78% | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.38% | -0.06% | +2.20% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.37% | — | +1.21% | |
| 46 | ABBV | Abbvie INC | 股票-医疗保健 | 0.37% | — | -0.74% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.36% | — | +0.56% | |
| 48 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.36% | — | -6.94% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.36% | — | -0.39% | |
| 50 | NEE | Nextera Energy INC | 股票-公用事业 | 0.33% | — | +3.99% |