CIK: 0000036104
申报总市值
US$823.9亿
仅显示前 200 大持股（共 4132 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 | 4.96% | — | -11.37% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.82% | +0.02% | -6.96% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.67% | -0.10% | -0.99% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.15% | -0.16% | -1.46% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.98% | +0.12% | +8.20% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.85% | -0.61% | -1.89% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.45% | +0.24% | -8.19% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.35% | — | -2.46% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.79% | +0.22% | +4.16% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.36% | -0.21% | +0.02% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.21% | — | +8.77% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.19% | -0.07% | +1846.07% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.18% | — | -3.65% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.16% | -0.13% | -0.07% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.09% | +0.14% | -1.64% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.09% | — | +0.01% | |
| 17 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.07% | -0.07% | +0.32% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.96% | +0.37% | +1.26% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.91% | — | -2.22% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.90% | — | +20.18% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.88% | — | -1.28% | |
| 22 | MMM | 3m Co | 股票-工业 | 0.87% | — | -11.23% | |
| 23 | USB | US Bancorp | 股票-金融 | 0.83% | — | -1.06% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.82% | — | -3.90% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | -0.09% | -0.33% | |
| 26 | PFE | Pfizer INC | 股票-医疗保健 | 0.78% | — | -1.32% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.78% | -0.05% | -10.77% | |
| 28 | ABBV | Abbvie INC | 股票-医疗保健 | 0.77% | — | -0.10% | |
| 29 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.74% | — | +11.56% | |
| 30 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.72% | — | +1.04% | |
| 31 | CPRT | Copart INC | 股票-工业 | 0.70% | — | -2.57% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.66% | — | +13.83% | |
| 33 | ACN | Accenture plc | 股票-科技 | 0.65% | -0.08% | -0.28% | |
| 34 | PEP | Pepsico INC | 股票-非周期性消费 | 0.65% | — | -0.25% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.65% | — | +1.01% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | +0.20% | -1.49% | |
| 37 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.63% | -0.07% | -0.32% | |
| 38 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.62% | — | +7.22% | |
| 39 | MA | Mastercard INC - A | 股票-金融 | 0.59% | -0.07% | -0.51% | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.57% | +0.10% | -2.59% | |
| 41 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.57% | — | +23.17% | |
| 42 | AMT | American Tower CORP | 股票-房地产 | 0.56% | — | -0.49% | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.55% | — | +776.59% | |
| 44 | MBB | Ishares Mbs ETF | ETF-其他 | 0.55% | — | +1273.09% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.54% | +0.09% | +15.48% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.51% | — | +36.26% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.51% | +0.10% | -0.69% | |
| 48 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.50% | +0.15% | -2.75% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.50% | — | -3.09% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.50% | — | -0.93% |