CIK: 0000312272
申報總市值
US$715.9億
僅顯示前 200 大持股（共 3774 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 | 4.38% | -0.32% | +0.76% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.21% | -0.08% | +5.23% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.09% | -0.47% | +2.11% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.62% | -0.11% | +1.02% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.42% | -0.20% | +2.34% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.32% | — | +3.95% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.16% | -0.17% | +2.99% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.13% | -0.13% | +1.61% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.05% | -0.16% | -0.27% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.01% | -0.19% | +0.51% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 0.92% | — | +5.25% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.91% | -0.02% | +3.79% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 0.86% | -0.10% | +2.24% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.85% | -0.04% | +4.62% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.84% | — | +0.92% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 0.83% | -0.23% | -0.49% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.71% | — | -0.79% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.69% | -0.03% | -1.19% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.65% | — | +13.54% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.62% | +0.07% | +1.80% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.61% | — | +1.70% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.58% | -0.03% | +6.76% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | +0.14% | -1.02% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.56% | -0.08% | +3.05% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.56% | — | +2.28% | |
| 26 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.55% | — | +0.35% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | — | +1.33% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.53% | — | +6.67% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.52% | — | +11.33% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.51% | — | +0.86% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | -0.09% | +4.27% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.50% | — | -0.61% | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.48% | — | +11.33% | |
| 34 | NEE | Nextera Energy INC | 股票-公用事業 | 0.46% | — | +2.85% | |
| 35 | TSLA | Tesla INC | 股票-循環性消費 | 0.45% | -0.10% | +11.69% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.45% | -0.08% | -2.32% | |
| 37 | HD | Home Depot INC | 股票-循環性消費 | 0.44% | — | +0.70% | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.44% | — | -1.28% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.41% | +0.09% | +908.45% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.41% | — | -0.04% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.41% | — | -3.53% | |
| 42 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.40% | — | -3.07% | |
| 43 | PFE | Pfizer INC | 股票-醫療保健 | 0.40% | — | +1.99% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.40% | -0.06% | -0.66% | |
| 45 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.40% | +0.08% | +3.01% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.40% | — | -1.04% | |
| 47 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.39% | — | +7.27% | |
| 48 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.39% | — | +9.35% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.38% | — | +1.04% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.38% | — | -7.50% |