CIK: 0000036104
申报总市值
US$823.9亿
仅显示前 200 大持股（共 4055 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 | 4.78% | — | -2.15% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.75% | +0.12% | +11.08% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.71% | +0.02% | -2.09% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.35% | -0.16% | -0.77% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.35% | -0.10% | -1.23% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.29% | +0.24% | +2.04% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.16% | -0.61% | -0.56% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.48% | -0.21% | +1.22% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.39% | — | -0.67% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.82% | +0.22% | +1.10% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.79% | -1.83% | +43.83% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.38% | -0.07% | +1.46% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.30% | -0.13% | +0.19% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.16% | -0.04% | +3.55% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.10% | — | -0.32% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.10% | +0.37% | +1.09% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.05% | -0.09% | -0.93% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.03% | +0.09% | -3.29% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.96% | — | +37.23% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.91% | — | +4.68% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.89% | — | -1.64% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.85% | -0.05% | -0.57% | |
| 23 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.84% | -0.07% | -0.46% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.82% | — | -0.11% | |
| 25 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.82% | — | +1.17% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.81% | — | -0.40% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.78% | — | +1.11% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.78% | — | +0.38% | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.72% | — | -0.38% | |
| 30 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.71% | — | +2.25% | |
| 31 | WMT | Walmart INC | 股票-非周期性消费 | 0.66% | +0.10% | -0.86% | |
| 32 | ABBV | Abbvie INC | 股票-医疗保健 | 0.64% | — | -0.85% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.64% | — | +2.48% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.63% | +0.10% | -0.84% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.62% | -0.06% | +2.82% | |
| 36 | MA | Mastercard INC - A | 股票-金融 | 0.58% | -0.07% | -0.70% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.56% | +0.14% | -1.78% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | +0.20% | -0.97% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.53% | -0.05% | -4.16% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.52% | -0.05% | -2.78% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.51% | -0.08% | -1.13% | |
| 42 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.48% | — | -13.62% | |
| 43 | USB | US Bancorp | 股票-金融 | 0.47% | — | -2.50% | |
| 44 | PCAR | Paccar INC | 股票-工业 | 0.46% | — | -0.03% | |
| 45 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.45% | -0.07% | -0.71% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.44% | -0.06% | -1.61% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | — | -1.33% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.43% | -0.06% | -9.77% | |
| 49 | MMM | 3m Co | 股票-工业 | 0.42% | — | -2.36% | |
| 50 | PEP | Pepsico INC | 股票-非周期性消费 | 0.42% | — | -1.66% |