CIK: 0000044365
申報總市值
US$50.8億
僅顯示前 200 大持股（共 1353 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 7.21% | -0.43% | -1.89% | |
| 2 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 3.91% | -2.06% | +4.68% | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 3.15% | +0.26% | +9.00% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.64% | — | -7.86% | |
| 5 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 2.53% | +1.03% | +2.76% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.41% | -0.54% | -0.08% | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 2.22% | -0.32% | -2.07% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.21% | -0.15% | -3.46% | |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.92% | +0.33% | +12.31% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.76% | -0.10% | +47.06% | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.70% | — | -10.31% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.65% | +0.09% | -1.32% | |
| 13 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.62% | — | -1.53% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 1.49% | -0.35% | +0.06% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.48% | -0.07% | -0.31% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.37% | -0.12% | +0.49% | |
| 17 | ORLY | O'reilly Automotive INC | 股票-循環性消費 | 1.36% | -0.05% | +0.81% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.21% | -0.14% | +0.45% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.13% | +0.15% | -3.54% | |
| 20 | ABBV | Abbvie INC | 股票-醫療保健 | 1.07% | — | -1.29% | |
| 21 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.05% | — | +0.30% | |
| 22 | HD | Home Depot INC | 股票-循環性消費 | 1.05% | — | -3.36% | |
| 23 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股與成長 | 1.02% | — | -4.28% | |
| 24 | PEP | Pepsico INC | 股票-非循環性消費 | 1.02% | — | -0.61% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.99% | +0.40% | +7.15% | |
| 26 | UNP | Union Pacific CORP | 股票-工業 | 0.97% | — | -0.28% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.92% | +0.27% | +0.09% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.90% | — | -0.62% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | -0.12% | -0.23% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.87% | +0.12% | +5.47% | |
| 31 | WMT | Walmart INC | 股票-非循環性消費 | 0.86% | +0.14% | -0.30% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.85% | +0.17% | -1.07% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.82% | — | +6.50% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.81% | — | -0.67% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | -0.08% | +2.25% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.75% | +0.08% | -0.73% | |
| 37 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.73% | -0.13% | +0.90% | |
| 38 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-其他 | 0.70% | — | +10.73% | |
| 39 | HON | Honeywell International INC | 股票-工業 | 0.67% | +0.06% | -0.99% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.56% | — | -10.42% | |
| 41 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 0.56% | +0.05% | +8.72% | |
| 42 | PFE | Pfizer INC | 股票-醫療保健 | 0.51% | — | -3.75% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | -0.07% | +0.34% | |
| 44 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.50% | — | -0.61% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.49% | — | +8.47% | |
| 46 | MA | Mastercard INC - A | 股票-金融 | 0.47% | — | -2.62% | |
| 47 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.47% | -0.05% | +0.01% | |
| 48 | GUNR | Flexshares Global Upstream N | ETF-其他 | 0.47% | +0.16% | +9.90% | |
| 49 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.43% | — | +2.24% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.43% | -0.05% | +1.54% |