CIK: 0000036104
申报总市值
US$823.9亿
仅显示前 200 大持股（共 3945 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 | 4.90% | — | -26.32% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.84% | +0.02% | +0.60% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.44% | +0.12% | +5.82% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.51% | -0.61% | -0.80% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.41% | -0.10% | -1.22% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.24% | -0.16% | +0.07% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.19% | +0.24% | +2.45% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.66% | -0.21% | +1.39% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.35% | — | +0.84% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.79% | +0.22% | +1.06% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.51% | -0.13% | +0.19% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.49% | -0.07% | +0.36% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.25% | -1.83% | +14533.94% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.21% | -0.04% | +912.22% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.09% | — | -8.57% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | -0.09% | -0.82% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.06% | +0.37% | +2.20% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.06% | +0.09% | +8.63% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.91% | — | -1.14% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.90% | -0.05% | +9.38% | |
| 21 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.88% | -0.10% | +80.93% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.85% | — | +2.23% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.81% | — | +0.14% | |
| 24 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.78% | -0.07% | +0.48% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.77% | — | — | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.77% | — | -1.57% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.75% | — | -1.54% | |
| 28 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.74% | — | +4.61% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.73% | — | -31.23% | |
| 30 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.67% | — | +0.21% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.65% | — | -0.01% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.65% | +0.10% | -1.43% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.60% | — | -1.51% | |
| 34 | WMT | Walmart INC | 股票-非周期性消费 | 0.59% | +0.10% | -1.89% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | +0.20% | +1.20% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.57% | -0.05% | +0.82% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.57% | — | -7.68% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.57% | -0.06% | +6.42% | |
| 39 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.56% | — | +34.89% | |
| 40 | MA | Mastercard INC - A | 股票-金融 | 0.55% | -0.07% | -1.25% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.55% | +0.14% | -2.48% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.52% | -0.05% | -0.23% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.52% | -0.06% | -0.64% | |
| 44 | PCAR | Paccar INC | 股票-工业 | 0.51% | — | +0.04% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.48% | -0.06% | +6.55% | |
| 46 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.47% | +0.15% | -1.99% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.47% | -0.08% | -2.40% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.47% | — | +2150.40% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.47% | +0.14% | +0.61% | |
| 50 | USB | US Bancorp | 股票-金融 | 0.44% | — | -0.65% |