CIK: 0000036270
申报总市值
US$292.2亿
仅显示前 200 大持股（共 1574 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 | 4.52% | -0.15% | -2.46% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.83% | +0.16% | -1.11% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.42% | -0.65% | -0.78% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.61% | +0.03% | -0.84% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.57% | -0.01% | +1.83% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.35% | — | +1.35% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.30% | -0.07% | +1.15% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.14% | +0.03% | +2.03% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.77% | -0.02% | -4.78% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.75% | -0.12% | +9.76% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.41% | -0.08% | -5.78% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.33% | +0.24% | -1.14% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.21% | -0.09% | +7.07% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.19% | -0.10% | -1.86% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.17% | — | -3.36% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | -0.11% | -0.42% | |
| 17 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.05% | — | -3.90% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.97% | -0.11% | -0.22% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.95% | — | -0.09% | |
| 20 | PEP | Pepsico INC | 股票-非周期性消费 | 0.94% | — | -1.66% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | +0.31% | -1.42% | |
| 22 | HD | Home Depot INC | 股票-周期性消费 | 0.83% | — | -5.05% | |
| 23 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.82% | -0.21% | +49.63% | |
| 24 | MTB | M & T Bank CORP | 股票-金融 | 0.81% | -0.53% | -1.25% | |
| 25 | AVGO | Broadcom INC | 股票-科技 | 0.78% | -0.16% | -5.81% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.74% | — | +1.85% | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 0.71% | -0.06% | -4.30% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.69% | -0.05% | +0.15% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.69% | — | -11.50% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.68% | — | -3.50% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.68% | +0.21% | -1.18% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.67% | — | -2.10% | |
| 33 | BND | Vanguard Total Bond Market | ETF-其他 | 0.64% | — | +4.52% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.63% | -0.03% | -1.19% | |
| 35 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.63% | — | -3.48% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.60% | — | -2.38% | |
| 37 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.55% | +0.11% | -0.91% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.54% | — | -1.38% | |
| 39 | COP | Conocophillips | 股票-能源 | 0.54% | +0.15% | -5.57% | |
| 40 | DOW | Dow INC | 股票-原材料 | 0.51% | +0.08% | -3.03% | |
| 41 | 6D8 | Dupont De Nemours INC | 股票-其他 | 0.48% | — | -3.62% | |
| 42 | ABBV | Abbvie INC | 股票-医疗保健 | 0.48% | — | +17.02% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.48% | -0.12% | +0.36% | |
| 44 | CTVA | Corteva INC | 股票-原材料 | 0.46% | +0.12% | -5.10% | |
| 45 | DHR | Danaher CORP | 股票-医疗保健 | 0.46% | — | -2.74% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.44% | — | -7.83% | |
| 47 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.44% | — | +0.80% | |
| 48 | BLKCHF | Blackrock INC | 股票-其他 | 0.43% | — | -0.27% | |
| 49 | LMT | Lockheed Martin CORP | 股票-工业 | 0.42% | — | -1.41% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | — | -15.01% |