CIK: 0000036270
申报总市值
US$292.2亿
仅显示前 200 大持股（共 1589 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 | 4.08% | -0.15% | -1.27% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.98% | +0.16% | -3.72% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.02% | -0.65% | -1.23% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.53% | +0.03% | +58.98% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.38% | — | +0.65% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.32% | -0.01% | -3.44% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.17% | -0.07% | +51.25% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.10% | +0.03% | +2.20% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.83% | -0.02% | +1.35% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.52% | -0.12% | +65.68% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.41% | -0.08% | +173.43% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.31% | +0.24% | -0.83% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.22% | — | +95.35% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.16% | -0.10% | -8.10% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | -0.11% | +1.27% | |
| 16 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.05% | — | -0.93% | |
| 17 | PEP | Pepsico INC | 股票-非周期性消费 | 0.98% | — | +3.49% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.96% | — | -2.04% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | +0.31% | -4.69% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.93% | -0.09% | -11.36% | |
| 21 | HD | Home Depot INC | 股票-周期性消费 | 0.87% | — | -4.64% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.86% | -0.11% | -1.31% | |
| 23 | MTB | M & T Bank CORP | 股票-金融 | 0.82% | -0.53% | +78.61% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.80% | — | -20.82% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.73% | +0.21% | -1.99% | |
| 26 | MA | Mastercard INC - A | 股票-金融 | 0.71% | -0.06% | +7.06% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.70% | — | -11.44% | |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.70% | — | +0.13% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.69% | — | -33.25% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.69% | — | +77.19% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.65% | — | -0.24% | |
| 32 | BND | Vanguard Total Bond Market | ETF-其他 | 0.64% | — | +30.56% | |
| 33 | AVGO | Broadcom INC | 股票-科技 | 0.63% | -0.16% | -4.49% | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.63% | — | +0.59% | |
| 35 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.58% | -0.21% | +54.48% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.58% | -0.03% | -0.15% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.57% | — | -7.75% | |
| 38 | COP | Conocophillips | 股票-能源 | 0.57% | +0.15% | -5.19% | |
| 39 | DOW | Dow INC | 股票-原材料 | 0.56% | +0.08% | -3.12% | |
| 40 | CTVA | Corteva INC | 股票-原材料 | 0.53% | +0.12% | -1.65% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.53% | +0.11% | -3.26% | |
| 42 | 6D8 | Dupont De Nemours INC | 股票-其他 | 0.52% | — | +1685.70% | |
| 43 | DHR | Danaher CORP | 股票-医疗保健 | 0.51% | — | -6.09% | |
| 44 | ABBV | Abbvie INC | 股票-医疗保健 | 0.50% | — | +10.60% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.48% | — | +38.13% | |
| 46 | PFE | Pfizer INC | 股票-医疗保健 | 0.47% | — | -1.12% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.47% | -0.05% | +0.43% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.46% | — | -3.26% | |
| 49 | LMT | Lockheed Martin CORP | 股票-工业 | 0.46% | — | -5.83% | |
| 50 | QCOM | Qualcomm INC | 股票-科技 | 0.46% | -0.11% | -1.38% |