CIK: 0000312272
申報總市值
US$715.9億
僅顯示前 200 大持股（共 2948 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 | 4.23% | -0.32% | +1.28% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.03% | -0.47% | +9.55% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.99% | -0.17% | +1.92% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.88% | -0.08% | +1.95% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.77% | — | -3.39% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.67% | -0.11% | +4.72% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.64% | -0.20% | +5.93% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.47% | -0.13% | -3.28% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.29% | — | -5.46% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.18% | -0.16% | +3.49% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.02% | -0.04% | +6.79% | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 0.96% | -0.10% | -0.74% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | -0.19% | +1.81% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.88% | — | -5.72% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.83% | -0.02% | +3.68% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.82% | +0.07% | +6.53% | |
| 17 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.78% | — | +4.66% | |
| 18 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.78% | — | -3.36% | |
| 19 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.76% | — | +24.61% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.75% | -0.03% | +3.24% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.71% | -0.03% | -3.70% | |
| 22 | T | At&t INC | 股票-通訊服務 | 0.69% | — | +4.69% | |
| 23 | VTV | Vanguard Value ETF | ETF-其他 | 0.66% | — | -8.03% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.65% | — | +5.01% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.65% | — | +6.10% | |
| 26 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.64% | — | -3.39% | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.63% | — | +35.66% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.63% | — | -0.81% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.60% | — | -12.33% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.60% | — | +27.77% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.55% | — | +10.70% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | -0.06% | +9.84% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.55% | — | -1.80% | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.54% | — | +0.17% | |
| 35 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.54% | — | -6.41% | |
| 36 | HD | Home Depot INC | 股票-循環性消費 | 0.54% | — | +6.36% | |
| 37 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.52% | — | +10.39% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.49% | -0.08% | +9.02% | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.48% | — | +10.87% | |
| 40 | NEE | Nextera Energy INC | 股票-公用事業 | 0.48% | — | +2.60% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | -0.09% | +10.77% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.45% | -0.07% | +0.95% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.44% | — | -6.10% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.44% | — | -12.74% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | +0.14% | +4.86% | |
| 46 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.44% | — | +7.75% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.43% | -0.08% | +1.67% | |
| 48 | WPC | Wp Carey INC | 股票-房地產 | 0.40% | — | -6.32% | |
| 49 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.40% | — | +17.16% | |
| 50 | PFE | Pfizer INC | 股票-醫療保健 | 0.39% | — | +6.92% |