CIK: 0000036104
申报总市值
US$823.9亿
仅显示前 200 大持股（共 4020 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 | 6.34% | -1.83% | -2.22% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.01% | +0.12% | +1.16% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.60% | +0.02% | -4.91% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.68% | +0.24% | -0.94% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.39% | -0.10% | -1.48% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.28% | -0.16% | -1.51% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.06% | -0.61% | -0.57% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.28% | +0.22% | +1.86% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.21% | -0.13% | -0.97% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.75% | -0.04% | -0.40% | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.73% | -0.21% | -0.28% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.72% | +0.17% | +9.40% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.56% | -0.07% | +0.39% | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.46% | — | -5.21% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.35% | -0.09% | -1.96% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.19% | — | +1.50% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.12% | -0.10% | +40.17% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.98% | -0.05% | -0.83% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.84% | +0.09% | -1.21% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.82% | — | -0.92% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.81% | — | -2.85% | |
| 22 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.80% | — | +2.10% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.78% | -0.06% | +6.32% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.76% | — | -4.56% | |
| 25 | WMT | Walmart INC | 股票-非周期性消费 | 0.73% | +0.10% | -2.42% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.70% | — | +6.64% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.70% | -0.06% | -1.91% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | — | -8.97% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.69% | — | -1.75% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.69% | — | -1.40% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.67% | +0.37% | -11.28% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.66% | — | -1.25% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.63% | — | -1.75% | |
| 34 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.61% | +0.09% | +7.32% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.60% | +0.14% | -1.66% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.60% | — | -3.24% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.59% | -0.07% | +0.27% | |
| 38 | HD | Home Depot INC | 股票-周期性消费 | 0.55% | — | -2.26% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.54% | -0.05% | +3.92% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.53% | — | -0.93% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.52% | +0.10% | +0.66% | |
| 42 | AVGO | Broadcom INC | 股票-科技 | 0.51% | -0.04% | +0.95% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | +0.20% | -1.42% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.47% | -0.05% | +0.41% | |
| 45 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.46% | — | +97.36% | |
| 46 | PCAR | Paccar INC | 股票-工业 | 0.46% | — | +0.04% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.46% | -0.04% | -2.18% | |
| 48 | USB | US Bancorp | 股票-金融 | 0.44% | — | -1.42% | |
| 49 | MMM | 3m Co | 股票-工业 | 0.42% | — | +4.46% | |
| 50 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.41% | -0.07% | -1.89% |