CIK: 0000036104
申报总市值
US$823.9亿
仅显示前 200 大持股（共 4144 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 6.26% | -1.83% | +902.35% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.60% | +0.02% | -6.11% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.32% | +0.12% | -8.62% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.64% | -0.16% | -1.07% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.45% | -0.10% | -1.08% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.17% | -0.61% | +0.32% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.03% | +0.24% | +0.14% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.19% | — | -10.42% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.12% | -0.21% | -4.06% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.75% | +0.22% | +3.59% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.66% | -0.07% | +0.35% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.52% | -0.13% | +0.60% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.49% | +0.09% | +56.62% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.35% | -0.04% | +3.43% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | -0.09% | -1.17% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.12% | +0.37% | -0.38% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.94% | -0.05% | +3.39% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.89% | — | +1.41% | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.88% | — | +3.91% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.84% | — | -83.22% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.82% | — | -0.32% | |
| 22 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.78% | — | +3.08% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.78% | — | -1.69% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.78% | — | -18.70% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.78% | — | -0.18% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.77% | — | +77.79% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.74% | — | +0.03% | |
| 28 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.74% | -0.07% | +0.01% | |
| 29 | WMT | Walmart INC | 股票-非周期性消费 | 0.74% | +0.10% | -1.42% | |
| 30 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.72% | — | +1.73% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.71% | — | +1.06% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.68% | -0.06% | +4.35% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.66% | — | +11.53% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.65% | +0.10% | -1.48% | |
| 35 | MA | Mastercard INC - A | 股票-金融 | 0.63% | -0.07% | +0.08% | |
| 36 | ABBV | Abbvie INC | 股票-医疗保健 | 0.58% | — | -0.96% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.55% | -0.05% | -4.13% | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.55% | -0.10% | +49.54% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.51% | — | -50.14% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.51% | -0.06% | +0.59% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | +0.20% | -0.87% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.51% | -0.08% | -1.07% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.50% | +0.14% | -1.11% | |
| 44 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.50% | — | +6.28% | |
| 45 | PCAR | Paccar INC | 股票-工业 | 0.49% | — | -0.02% | |
| 46 | USB | US Bancorp | 股票-金融 | 0.49% | — | -2.54% | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.44% | -0.07% | -2.59% | |
| 48 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.44% | — | +0.25% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | -0.06% | -0.51% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.42% | -0.05% | -14.54% |