C000017169 Holdings — Balanced

All 411 reported holdings of Balanced (C000017169) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Vanguard Index Funds5.05%$10.46M
NVIDIA Corp.4.51%$9.35M
Apple Inc.2.95%$6.11M
Taiwan Semiconductor Manufacturing Co., Ltd.2.61%$5.41M
iShares Trust2.59%$5.36M
Microsoft Corp.2.11%$4.38M
Howmet Aerospace Inc2.09%$4.33M
Alphabet Inc.1.98%$4.11M
Alphabet Inc.1.80%$3.73M
Applied Materials Inc.1.79%$3.70M
Amazon.com, Inc.1.72%$3.56M
Costco Wholesale Corporation1.60%$3.31M
Eaton Corporation PLC1.59%$3.29M
CME Group Inc.1.50%$3.11M
Broadcom Inc1.50%$3.11M
Cummins Inc.1.47%$3.05M
Seagate Technology Holdings PLC1.47%$3.04M
BAE Systems PLC1.20%$2.48M
Autozone, Inc.1.20%$2.48M
JPMorgan Chase & Co.1.18%$2.45M
Airbus SE1.16%$2.40M
Danaher Corporation1.12%$2.31M
MasterCard Incorporated1.10%$2.28M
Federal National Mortgage Association1.08%$2.23M
NextEra Energy Inc1.05%$2.17M
Entergy Corporation1.04%$2.15M
PNC Financial Services Group Inc.1.00%$2.07M
Cboe Global Markets Inc0.98%$2.02M
Carrier Global Corporation0.97%$2.00M
Ferguson Enterprises Inc0.95%$1.98M
Thermo Fisher Scientific Inc0.94%$1.94M
Meta Platforms Inc0.93%$1.93M
Gilead Sciences Inc.0.92%$1.90M
Ally Financial Inc.0.89%$1.85M
Morgan Stanley0.88%$1.83M
Intuit Inc0.88%$1.82M
United States Treasury Notes0.86%$1.77M
Aon PLC0.83%$1.72M
United States Treasury Notes0.83%$1.71M
AT&T Inc0.81%$1.67M
American Express Company0.78%$1.62M
Accenture PLC0.73%$1.51M
Crown Holdings Inc0.71%$1.48M
Abbott Laboratories0.62%$1.28M
Advanced Micro Devices Inc.0.61%$1.26M
Morgan Stanley Institutional Liquidity Funds0.60%$1.25M
Fidelity Colchester Street Trust0.60%$1.25M
Goldman Sachs Trust0.60%$1.25M
BlackRock Liquidity Funds0.60%$1.25M
Parker-Hannifin Corp.0.60%$1.24M
Vulcan Materials Company0.57%$1.18M
United States Treasury Bonds0.57%$1.17M
Blackstone Inc0.52%$1.08M
TE Connectivity PLC0.50%$1.05M
Nissan Master Owner Trust Receivables Series 2024-B0.49%$1.01M
Federal National Mortgage Association0.48%$994.51K
Vertex Pharmaceuticals Incorporated0.46%$961.85K
AbbVie Inc.0.45%$933.47K
Benchmark 2022-B32 Mortgage Trust0.43%$888.62K
Benchmark 2022-B33 Mortgage Trust0.40%$832.73K
United States Treasury Notes0.40%$829.61K
Bank 2017-Bnk40.38%$788.83K
Netflix, Inc.0.38%$780.45K
Federal National Mortgage Association0.37%$772.00K
Federal National Mortgage Association0.36%$742.89K
Federal National Mortgage Association0.35%$728.51K
United States Treasury Notes0.35%$715.22K
Federal National Mortgage Association0.34%$713.12K
Bank 2021-Bnk360.33%$675.76K
Benchmark 2021-B24 Mortgage Trust0.32%$672.33K
Bank 2021-Bnk320.32%$663.25K
Government National Mortgage Association0.32%$663.24K
HCA Healthcare Inc0.32%$663.01K
Booking Holdings Inc0.30%$618.92K
Federal National Mortgage Association0.30%$611.61K
Government National Mortgage Association0.29%$597.46K
TSMC Global Ltd.0.28%$571.74K
Federal Home Loan Mortgage Corp.0.26%$545.72K
Federal Home Loan Mortgage Corp.0.26%$531.25K
Federal National Mortgage Association0.25%$514.40K
Gmf Floorplan Owner Revolving Trust0.24%$504.37K
United States Treasury Notes0.24%$498.74K
Federal Home Loan Mortgage Corp.0.22%$464.33K
Government National Mortgage Association0.22%$462.62K
Bmo 2022-C1 Mortgage Trust0.22%$461.63K
Goldman Sachs Group, Inc.0.22%$459.01K
Federal Home Loan Mortgage Corp.0.22%$452.05K
Benchmark 2021-B25 Mortgage Trust0.22%$449.03K
United States Treasury Bonds0.22%$448.40K
Volkswagen Auto Lease Trust 2024-A0.21%$436.69K
Federal Home Loan Mortgage Corp.0.20%$416.52K
Federal National Mortgage Association0.20%$413.72K
Government National Mortgage Association0.20%$412.70K
Targa Resources Partners LP/Targa Resources Finance Corp.0.20%$409.94K
Freddie Mac Stacr Remic Trust 2025-Dna40.19%$399.75K
Freddie Mac Stacr Remic Trust 2021-Hqa20.18%$363.62K
Irv Trust 2025-200p0.17%$352.75K
Aoa Trust 2025-13010.17%$350.83K
Mad Commercial Mortgage Trust 2025-11md0.17%$348.41K
Government National Mortgage Association0.16%$339.92K
Government National Mortgage Association0.16%$338.85K
Federal National Mortgage Association0.16%$338.30K
Goldman Sachs Group, Inc.0.16%$323.91K
Goldman Sachs Group, Inc.0.15%$308.66K
Bbcms Mortgage Trust 2020-C70.15%$308.53K
Bank of America Corp.0.15%$308.28K
JPMorgan Chase & Co.0.15%$305.78K
Bank of America Corp.0.15%$301.10K
Federal Home Loan Mortgage Corp.0.14%$295.04K
Federal Home Loan Mortgage Corp.0.14%$292.40K
Cyrusone Data Centers Issuer I LLC0.14%$291.62K
Federal National Mortgage Association0.14%$290.86K
Federal National Mortgage Association0.14%$286.73K
Boeing Co.0.14%$286.38K
Spectrum Management Holding Company LLC0.14%$282.51K
T-Mobile USA, Inc.0.14%$282.50K
Government National Mortgage Association0.14%$281.81K
Federal National Mortgage Association0.14%$279.92K
Federal National Mortgage Association0.13%$264.57K
Rogers Communications Inc.0.13%$263.94K
Government National Mortgage Association0.13%$263.42K
Federal Home Loan Mortgage Corp.0.13%$263.06K
Citibank, N.A.0.13%$259.13K
Deutsche Bank AG New York Branch0.12%$257.29K
Government National Mortgage Association0.12%$253.99K
Federal National Mortgage Association0.12%$250.85K
Bank of America Corp.0.12%$247.92K
Federal National Mortgage Association0.12%$244.08K
Connecticut Avenue Securities Trust 2025-R060.12%$243.86K
Bpce SA0.12%$243.85K
Valero Energy Corp.0.12%$241.61K
Federal Home Loan Mortgage Corp.0.12%$241.23K
Caesars Entertainment Inc.0.11%$235.99K
United States Treasury Bonds0.11%$227.99K
Federal National Mortgage Association0.11%$227.58K
Connecticut Avenue Securities Trust 2026-R010.11%$219.99K
KKR & Co Inc.0.10%$212.92K
Bfld Commercial Mortgage Trust 2025-660f0.10%$209.74K
Freddie Mac Stacr Remic Trust0.10%$209.61K
Ford Motor Credit Company LLC0.10%$205.34K
Howden UK Refinance PLC0.10%$201.84K
Ford Motor Credit Company LLC0.10%$200.48K
SoftBank Corp0.10%$198.90K
Federal Home Loan Mortgage Corp.0.10%$198.26K
UBS Group AG0.10%$198.32K
SoftBank Corp0.10%$197.02K
Smbc Aviation Capital Finance0.09%$195.40K
Cco Holdings LLC0.09%$192.70K
Energy Transfer LP0.09%$187.27K
Venture Global Calcasieu Pass LLC0.09%$186.20K
ERAC USA Finance LLC0.09%$185.94K
ConocoPhillips Co.0.09%$185.72K
Bank of America Corp.0.09%$181.19K
Federal National Mortgage Association0.09%$177.97K
Federal National Mortgage Association0.09%$177.12K
Federal National Mortgage Association0.09%$176.31K
Gildan Activewear Inc.0.08%$173.22K
Goldman Sachs Group, Inc.0.08%$171.16K
Toyota Auto Receivables 2024-B Owner Trust0.08%$166.94K
Cyprium Corp./Cyprium Holdings Luxembourg S.a r.l.0.08%$167.03K
General Motors Financial Company Inc0.08%$166.79K
Brookfield Finance Inc.0.08%$166.53K
Government National Mortgage Association0.08%$166.19K
Olin Corporation0.08%$165.53K
Oracle Corp.0.08%$164.04K
JPMorgan Chase & Co.0.08%$162.20K
Abbott Laboratories0.08%$161.41K
Bath & Body Works Inc0.08%$160.53K
Sirius Xm Radio LLC0.08%$159.29K
Energy Transfer LP0.08%$155.93K
Leidos Inc0.07%$154.75K
FMG Resources (August 2006) Pty Ltd.0.07%$151.93K
Connecticut Avenue Securities Trust 2025-R040.07%$150.47K
Federal Home Loan Mortgage Corp.0.07%$150.45K
Goldman Sachs Group, Inc.0.07%$149.81K
Texas Water Development Board (tx)0.07%$148.62K
Deutsche Bank AG New York Branch0.07%$147.68K
Blackstone Private Credit Fund0.07%$145.99K
Hilcorp Energy I L.P/Hilcorp Finance Co0.07%$145.28K
Board Of Trade Of The City Of Chicago, Inc.0.07%$144.88K
Salesforce Inc.0.07%$144.83K
JPMorgan Chase & Co.0.07%$144.12K
Resideo Funding Inc.0.07%$143.05K
Diamondback Energy Inc0.07%$140.88K
Cleveland-Cliffs Inc0.07%$140.48K
Vistra Corp0.07%$140.28K
Pennymac Financial Services Inc0.07%$140.07K
Midcontinent Communications/Midcontinent Communications Finance Corp0.07%$139.90K
OneMain Financial Corporation0.07%$138.05K
AT&T Inc0.07%$137.07K
Cco Holdings LLC0.07%$136.50K
Federal National Mortgage Association0.07%$135.98K
Government National Mortgage Association0.07%$134.76K
Federal Home Ln Mtg Corp. Multiclass Mtg Partn Ctfs Gtd0.06%$134.43K
BP Capital Markets PLC0.06%$133.36K
U.S. Bancorp.0.06%$131.74K
Public Fin Auth Wis0.06%$131.04K
Standard Building Solutions Inc.0.06%$131.10K
Federal National Mortgage Association0.06%$130.90K
Henneman Trust0.06%$130.74K
Enbridge Inc.0.06%$129.53K
Freddie Mac Stacr Remic Trust 2023-Hqa30.06%$129.14K
Federal National Mortgage Association0.06%$128.57K
Energy Transfer LP0.06%$123.58K
Ford Credit Auto Owner Trust 2024-B0.06%$121.48K
Government National Mortgage Association0.06%$121.13K
Federal National Mortgage Association0.06%$121.17K
Federal Home Loan Mortgage Corp.0.06%$120.51K
Blue Owl Credit Income Corp.0.06%$120.60K
Ares Capital Corp.0.06%$120.26K
Oracle Corp.0.06%$120.24K
Morgan Stanley0.06%$119.88K
Energy Transfer LP0.06%$119.82K
Honeywell Aerospace Inc.0.06%$119.11K
Merck & Co., Inc0.06%$118.70K
Broadcom Inc0.06%$117.40K
Blue Owl Credit Income Corp.0.06%$116.74K
Sprint Capital Corporation0.06%$116.33K
HCA Inc.0.06%$116.11K
Federal National Mortgage Association0.05%$113.68K
AbbVie Inc.0.05%$113.36K
Union Pacific Corporation0.05%$112.79K
Boeing Co.0.05%$111.93K
Apollo Debt Solutions BDC0.05%$111.35K
Bank of America Corp.0.05%$110.39K
Connecticut Avenue Securities Trust 2026-R020.05%$110.48K
Novartis Capital Corporation0.05%$109.78K
Goldman Sachs Group, Inc.0.05%$107.88K
Florida Power & Light Co.0.05%$107.41K
Simon Property Group LP0.05%$107.08K
Goldman Sachs Group, Inc.0.05%$106.80K
Global Medical Response Incorporated0.05%$106.01K
VICI Properties LP0.05%$104.87K
Citigroup Inc.0.05%$103.83K
Mauser Packaging Solutions Holding Co.0.05%$103.07K
Blackstone Reg Finance Co LLC0.05%$102.84K
Popular, Inc.0.05%$102.63K
USA Compression Partners LP / USA Compression Finance Corp0.05%$102.38K
Santander Drive Auto Receivables Trust 2025-10.05%$101.07K
Oneok Inc.0.05%$100.44K
Federal Home Ln Mtg Corp. Multiclass Mtg Partn Ctfs Gtd0.05%$100.49K
Brookfield Asset Management Ltd0.05%$99.17K
Santander Drive Auto Receivables Trust 2013-A0.05%$99.28K
Bank of America Corp.0.05%$98.77K
Mars Inc.0.05%$95.94K
Benchmark 2022-B32 Mortgage Trust0.05%$94.66K
Bunge Ltd Finance Corp.0.05%$94.12K
Morgan Stanley0.05%$93.95K
Morgan Stanley0.05%$93.43K
Vistra Operations Co LLC0.04%$92.99K
Verizon Communications Inc.0.04%$93.07K
Northrop Grumman Corporation0.04%$92.22K
Royal Caribbean Cruises Ltd.0.04%$91.76K
JPMorgan Chase & Co.0.04%$91.65K
Morgan Stanley0.04%$90.33K
Freddie Mac Stacr Remic Trust0.04%$90.10K
Enbridge Inc.0.04%$89.88K
Davita Inc0.04%$89.59K
NRG Energy, Inc.0.04%$89.21K
Rogers Communications Inc.0.04%$89.08K
Verizon Communications Inc.0.04%$88.92K
T-Mobile USA, Inc.0.04%$87.82K
Bank 2022-Bnk390.04%$87.63K
Bank 2017-Bnk40.04%$87.34K
Federal National Mortgage Association0.04%$87.06K
SVB Financial Group0.04%$86.94K
JPMorgan Chase & Co.0.04%$86.05K
Novelis Corporation0.04%$85.21K
Amgen Inc.0.04%$83.55K
Benchmark 2022-B32 Mortgage Trust0.04%$83.55K
Eli Lilly & Co.0.04%$83.25K
Wells Fargo & Co.0.04%$82.31K
DTE Energy Co.0.04%$81.36K
The Bank of New York Mellon Corp.0.04%$81.07K
Enbridge Inc.0.04%$80.69K
Jbs NV0.04%$80.30K
Morgan Stanley0.04%$79.68K
AbbVie Inc.0.04%$78.52K
Jbs USA Holding Lux Sarl0.04%$78.52K
Abbott Laboratories0.04%$78.32K
Carnival Corporation0.04%$78.15K
Federal National Mortgage Association0.04%$78.02K
Avolon Holdings Funding Ltd.0.04%$76.68K
Federal National Mortgage Association0.04%$75.98K
CVS Health Corp0.04%$75.32K
Fedex Freight Holding Co. Inc.0.04%$73.17K
Mars Inc.0.04%$73.18K
Verizon Communications Inc.0.04%$73.00K
Aviation Capital Group LLC0.04%$72.47K
Dominion Energy Inc0.03%$72.09K
Enbridge Inc.0.03%$71.59K
Citigroup Inc.0.03%$71.50K
Freddie Mac Stacr Remic Trust 2025-Dna30.03%$70.16K
AT&T Inc0.03%$70.28K
Magnera Corp.0.03%$69.50K
Bank of Montreal0.03%$68.95K
Lowes Companies, Inc.0.03%$68.73K
Celanese US Holdings Llc0.03%$68.78K
NRG Energy, Inc.0.03%$68.71K
U.S. Bancorp.0.03%$68.33K
Federal National Mortgage Association0.03%$68.17K
Federal Home Loan Mortgage Corp.0.03%$67.74K
Federal National Mortgage Association0.03%$67.11K
Diamondback Energy Inc0.03%$66.25K
Novartis Capital Corporation0.03%$65.00K
Amazon.com, Inc.0.03%$64.99K
American Electric Power Co, Inc.0.03%$64.45K
Amazon.com, Inc.0.03%$64.27K
Mars Inc.0.03%$64.23K
Chubb INA Holdings LLC0.03%$64.03K
FedEx Corporation0.03%$64.10K
TPG Operating Group II LP0.03%$63.78K
Huntington Bancshares Incorporated0.03%$63.46K
Canadian Pacific Railway Company0.03%$62.27K
Ngl Energy Operating LLC0.03%$61.88K
PNC Financial Services Group Inc.0.03%$61.74K
Aon North America, Inc.0.03%$61.26K
Athene Holding Ltd0.03%$60.80K
Federal National Mortgage Association0.03%$60.19K
Eli Lilly & Co.0.03%$59.99K
Novartis Capital Corporation0.03%$59.76K
Pfizer Inc.0.03%$59.42K
Amazon.com, Inc.0.03%$59.48K
Cargill Inc.0.03%$59.15K
Fedex Freight Holding Co. Inc.0.03%$58.07K
Bank of America Corp.0.03%$56.42K
PNC Financial Services Group Inc.0.03%$56.17K
Jefferies Financial Group Inc0.03%$56.12K
CVS Health Corp0.03%$55.81K
Amcor Flexibles North America Inc0.03%$55.65K
Freddie Mac Stacr Remic Trust 2025-Dna20.03%$55.03K
Avolon Holdings Funding Ltd.0.03%$55.21K
Board Of Trade Of The City Of Chicago, Inc.0.03%$54.59K
Black Hills Corporation0.03%$54.44K
Cheniere Energy Partners LP0.03%$54.46K
Caterpillar Financial Services Corp.0.03%$54.51K
Eli Lilly & Co.0.03%$54.33K
Federal National Mortgage Association0.03%$54.25K
Vistra Operations Co LLC0.03%$54.15K
Constellation Energy Generation LLC0.03%$52.84K
AT&T Inc0.03%$52.11K
Blackstone Private Credit Fund0.03%$51.89K
Sysco Corporation0.02%$50.41K
Federal National Mortgage Association0.02%$50.42K
Apollo Global Management Inc0.02%$49.57K
Dominion Energy Inc0.02%$49.58K
Takeoff Merger Subordinated Inc.0.02%$49.39K
PNC Financial Services Group Inc.0.02%$49.00K
Citigroup Inc.0.02%$49.00K
Union Electric Company0.02%$48.29K
AT&T Inc0.02%$47.93K
Marriott International, Inc.0.02%$47.56K
Wells Fargo & Co.0.02%$47.75K
Blackstone Private Credit Fund0.02%$47.53K
Citigroup Inc.0.02%$46.34K
Oracle Corp.0.02%$46.44K
Enbridge Inc.0.02%$45.49K
Broadcom Inc0.02%$45.41K
PNC Financial Services Group Inc.0.02%$45.29K
Novartis Capital Corporation0.02%$45.35K
Citigroup Inc.0.02%$45.06K
CVS Health Corp0.02%$45.05K
Constellation Energy Generation LLC0.02%$44.66K
Merck & Co., Inc0.02%$44.68K
Huntington Bancshares Incorporated0.02%$44.36K
Uwm Holdings LLC0.02%$43.75K
Benchmark 2022-B33 Mortgage Trust0.02%$43.26K
HPS Corporate Lending Fund0.02%$41.57K
VICI Properties LP0.02%$39.83K
Federal Home Loan Banks0.02%$39.86K
Pfizer Inc.0.02%$39.73K
Benchmark 2022-B33 Mortgage Trust0.02%$39.58K
Air Lease Corporation0.02%$39.36K
Bank 2022-Bnk390.02%$38.39K
Merck & Co., Inc0.02%$36.76K
Fifth Third Bancorp0.02%$36.00K
Vistra Operations Co LLC0.02%$36.01K
NextEra Energy Capital Holdings Inc0.02%$36.13K
Qxo, Inc.0.02%$35.73K
San Diego Gas & Electric Company0.02%$34.92K
Union Electric Company0.02%$34.19K
JPMorgan Chase & Co.0.02%$34.26K
RTX Corp.0.02%$34.08K
Marriott International, Inc.0.02%$33.83K
Cdw Finance Corp.0.02%$33.64K
JPMorgan Chase & Co.0.01%$30.93K
Herc Holdings Inc0.01%$30.78K
T-Mobile USA, Inc.0.01%$30.44K
Intercontinental Exchange, Inc.0.01%$29.58K
Hasbro Inc0.01%$29.64K
Eli Lilly & Co.0.01%$28.02K
Boeing Co.0.01%$26.67K
Houston Tex0.01%$26.55K
Takeoff Merger Subordinated Inc.0.01%$24.64K
JPMorgan Chase & Co.0.01%$24.44K
Oracle Corp.0.01%$22.83K
Houston Tex0.01%$21.08K
Herc Holdings Inc0.01%$20.51K
Avolon Holdings Funding Ltd.0.01%$20.23K
Broadcom Inc0.01%$19.77K
Northrop Grumman Corporation0.01%$18.07K
Morgan Stanley0.00%$10.15K
Mnsn Holdings, Inc.0.00%$9.77K
Celanese US Holdings Llc0.00%$8.17K
Wells Fargo & Co.0.00%$5.09K
Oglethorpe Power Corp.0.00%$4.10K
United States Department of Veterans Affairs0.00%$1.39K
Board Of Trade Of The City Of Chicago, Inc.-0.00%$-9.23K
Board Of Trade Of The City Of Chicago, Inc.-0.02%$-39.40K
Board Of Trade Of The City Of Chicago, Inc.-0.05%$-108.08K
Board Of Trade Of The City Of Chicago, Inc.-0.06%$-127.49K

C000017169 overview: performance, fees, allocation and SEC filings