CIK: 0000757657
申报总市值
US$79.9亿
仅显示前 200 大持股（共 1170 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.93% | -0.17% | +63.04% | |
| 2 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 2.55% | -0.23% | -0.15% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.18% | -0.07% | -3.20% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.77% | -0.10% | -6.54% | |
| 5 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.70% | -0.10% | +0.02% | |
| 6 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.52% | — | -1.90% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.39% | — | +3.23% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.18% | -0.24% | +3.24% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.15% | -0.41% | +6.32% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.00% | — | +6.20% | |
| 11 | T | At&t INC | 股票-通信服务 | 0.93% | — | +15.42% | |
| 12 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.87% | — | +0.54% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.81% | — | +1.32% | |
| 14 | WMT | Walmart INC | 股票-非周期性消费 | 0.80% | +0.40% | +2.73% | |
| 15 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.80% | — | +1.92% | |
| 16 | VZ | Verizon Communications INC | 股票-通信服务 | 0.72% | — | -2.92% | |
| 17 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.69% | — | -2.24% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.68% | — | +1.81% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.68% | +0.13% | +6.75% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | -0.11% | +10.88% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 0.62% | — | +108.86% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.61% | — | +2.67% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 0.60% | — | +3.58% | |
| 24 | ET | Energy Transfer LP | 股票-能源 | 0.59% | — | +6.33% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.59% | +0.20% | +6.30% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.58% | — | -1.75% | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.58% | — | +3.46% | |
| 28 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.57% | — | +1.17% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.57% | — | +3.92% | |
| 30 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.57% | — | +9222.62% | |
| 31 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.56% | — | -1.01% | |
| 32 | DXPE | Dxp Enterprises INC | 股票-其他 | 0.55% | — | -0.07% | |
| 33 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.55% | — | +1.53% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.53% | — | -2.37% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.53% | — | -2.26% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | -0.08% | +13.16% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.50% | -0.31% | -39.67% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.50% | — | -7.38% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.50% | — | -4.22% | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.49% | — | +3.30% | |
| 41 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.48% | — | +1.66% | |
| 42 | PEP | Pepsico INC | 股票-非周期性消费 | 0.48% | +0.10% | +5.87% | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.48% | — | +0.34% | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.46% | — | +0.44% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.45% | — | -0.36% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.45% | -0.17% | +9.39% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.44% | — | +7.14% | |
| 48 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.44% | — | -0.85% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.44% | — | +11.90% | |
| 50 | MO | Altria Group INC | 股票-非周期性消费 | 0.43% | — | -1.80% |