CIK: 0000036104
申报总市值
US$823.9亿
仅显示前 200 大持股（共 4109 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 | 6.65% | — | +650.36% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.20% | +0.02% | +5.54% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.86% | -0.10% | -0.93% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.43% | -0.16% | -1.42% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.11% | -0.61% | -0.87% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.47% | +0.24% | +6.84% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.42% | — | +2.49% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.32% | +0.12% | +3.54% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.59% | -0.07% | +2.95% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.59% | +0.22% | +3.15% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.25% | -0.13% | -0.37% | |
| 12 | MMM | 3m Co | 股票-工业 | 1.15% | — | -0.63% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.14% | — | +0.22% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.09% | — | +1.90% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.06% | -0.05% | -1.87% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.00% | — | +197137.55% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.97% | +0.37% | +6.29% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.95% | -0.09% | +0.49% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.94% | -0.21% | -0.20% | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.94% | — | -3.04% | |
| 21 | CPRT | Copart INC | 股票-工业 | 0.88% | — | +9.61% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.88% | +0.14% | -0.41% | |
| 23 | USB | US Bancorp | 股票-金融 | 0.85% | — | -1.52% | |
| 24 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.85% | -0.07% | -0.00% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.83% | — | -0.17% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.82% | — | +3.25% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.82% | — | -1.77% | |
| 28 | HD | Home Depot INC | 股票-周期性消费 | 0.80% | — | -1.12% | |
| 29 | ACN | Accenture plc | 股票-科技 | 0.77% | -0.08% | -1.14% | |
| 30 | PFE | Pfizer INC | 股票-医疗保健 | 0.75% | — | +0.45% | |
| 31 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.69% | — | +6.26% | |
| 32 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.66% | -0.07% | +0.43% | |
| 33 | TGT | Target CORP | 股票-周期性消费 | 0.64% | — | -1.12% | |
| 34 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.61% | — | +6.62% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.57% | — | +138.08% | |
| 36 | WMT | Walmart INC | 股票-非周期性消费 | 0.57% | +0.10% | -0.20% | |
| 37 | ABBV | Abbvie INC | 股票-医疗保健 | 0.56% | — | +0.16% | |
| 38 | PEP | Pepsico INC | 股票-非周期性消费 | 0.55% | — | -0.72% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.55% | -0.05% | -2.45% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.54% | -0.04% | -1.01% | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.53% | -0.07% | -1.56% | |
| 42 | AMT | American Tower CORP | 股票-房地产 | 0.53% | — | -0.17% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.52% | -0.06% | -0.18% | |
| 44 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.52% | — | +293.35% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.51% | -0.06% | -1.82% | |
| 46 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.50% | +0.10% | -5.13% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.50% | — | -11.22% | |
| 48 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.47% | -0.10% | +485.08% | |
| 49 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.45% | — | +8.09% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.45% | — | -0.91% |