CIK: 0000044365
申報總市值
US$50.8億
僅顯示前 200 大持股（共 1427 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 | 7.30% | -0.43% | -2.56% | |
| 2 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 4.49% | -2.06% | +0.82% | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 3.84% | +0.26% | +7.66% | |
| 4 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 3.00% | +1.03% | -0.36% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.48% | -0.54% | -1.90% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 2.33% | -0.32% | -3.66% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.33% | -0.15% | -1.30% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 2.31% | +0.33% | +3.59% | |
| 9 | AVGO | Broadcom INC | 股票-科技 | 2.26% | -0.35% | +863.57% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.85% | -0.10% | -0.03% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.79% | -0.12% | -5.48% | |
| 12 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.71% | — | -2.23% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.66% | +0.09% | -1.56% | |
| 14 | ORLY | O'reilly Automotive INC | 股票-循環性消費 | 1.62% | -0.05% | +10.14% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.55% | -0.07% | -1.63% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.55% | -0.12% | -2.67% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.20% | -0.14% | -2.25% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.14% | — | -12.19% | |
| 19 | HD | Home Depot INC | 股票-循環性消費 | 1.11% | — | -1.91% | |
| 20 | WMT | Walmart INC | 股票-非循環性消費 | 1.08% | +0.14% | +7.69% | |
| 21 | ABBV | Abbvie INC | 股票-醫療保健 | 1.06% | — | -2.01% | |
| 22 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股與成長 | 1.00% | — | -0.25% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.98% | +0.40% | -2.64% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.98% | +0.15% | -13.26% | |
| 25 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.97% | — | -1.53% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.95% | — | +1.37% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.94% | +0.12% | -11.07% | |
| 28 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.94% | -0.13% | +1.93% | |
| 29 | UNP | Union Pacific CORP | 股票-工業 | 0.92% | — | -0.98% | |
| 30 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.89% | — | -6.11% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | +0.27% | -2.75% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | -0.08% | -2.53% | |
| 33 | PEP | Pepsico INC | 股票-非循環性消費 | 0.78% | — | -3.28% | |
| 34 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-其他 | 0.78% | — | +0.91% | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.69% | — | -3.17% | |
| 36 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 0.63% | +0.05% | +16.87% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.60% | +0.17% | -0.32% | |
| 38 | HON | Honeywell International INC | 股票-工業 | 0.58% | +0.06% | -0.74% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.56% | — | -0.89% | |
| 40 | FTLS | First Trust Long/short Eqty | ETF-其他 | 0.56% | +0.06% | -5.91% | |
| 41 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 0.53% | +0.33% | +14.83% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | -0.07% | -0.09% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.51% | +0.08% | -4.63% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.49% | — | -2.27% | |
| 45 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.49% | +0.05% | -0.37% | |
| 46 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.49% | — | -12.55% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.48% | — | +2.86% | |
| 48 | BKAG | Bny Mellon Core Bond ETF | ETF-其他 | 0.47% | +0.05% | +31.89% | |
| 49 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 0.45% | — | -21.99% | |
| 50 | MA | Mastercard INC - A | 股票-金融 | 0.45% | — | -4.47% |