CIK: 0000035527
申報總市值
US$547.2億
僅顯示前 200 大持股（共 2644 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 | 4.14% | -0.91% | -1.39% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.60% | -0.32% | +4.32% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.46% | -1.32% | +1.51% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.22% | -0.22% | -1.43% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.78% | -1.18% | +3.30% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.58% | — | +7.65% | |
| 7 | HD | Home Depot INC | 股票-循環性消費 | 1.55% | -0.12% | +0.95% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.55% | -0.07% | +8.12% | |
| 9 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.52% | — | +1.73% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.47% | -0.53% | +0.21% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.40% | +0.10% | -3.09% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.38% | -0.71% | -3.56% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.35% | — | -0.04% | |
| 14 | ABBV | Abbvie INC | 股票-醫療保健 | 1.31% | -0.21% | +3.11% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.30% | -0.06% | +9.68% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.25% | +0.11% | +0.96% | |
| 17 | MA | Mastercard INC - A | 股票-金融 | 1.24% | — | +2.10% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.20% | -0.12% | -9.52% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.10% | — | -8.72% | |
| 20 | BAC | Bank Of America CORP | 股票-金融 | 1.00% | — | +2.14% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.98% | — | -0.53% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.94% | +0.23% | +1.82% | |
| 23 | NEE | Nextera Energy INC | 股票-公用事業 | 0.92% | -0.01% | +1.48% | |
| 24 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.87% | — | +10.97% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.86% | -1.51% | -4.14% | |
| 26 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.84% | — | +191.43% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | +0.26% | +4.71% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.82% | -0.03% | -23.32% | |
| 29 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.82% | — | -5.56% | |
| 30 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.80% | — | +1.36% | |
| 31 | MS | Morgan Stanley | 股票-金融 | 0.78% | — | +0.04% | |
| 32 | AVGO | Broadcom INC | 股票-科技 | 0.76% | -0.92% | -3.69% | |
| 33 | PFE | Pfizer INC | 股票-醫療保健 | 0.76% | — | +1.13% | |
| 34 | PEP | Pepsico INC | 股票-非循環性消費 | 0.71% | — | +2.17% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.70% | +0.06% | +11.33% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.69% | -0.03% | -0.74% | |
| 37 | DHR | Danaher CORP | 股票-醫療保健 | 0.67% | — | -0.67% | |
| 38 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.66% | — | -41.45% | |
| 39 | UNP | Union Pacific CORP | 股票-工業 | 0.63% | — | -7.18% | |
| 40 | HON | Honeywell International INC | 股票-工業 | 0.63% | — | +0.77% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | -0.11% | +2.97% | |
| 42 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.62% | — | -0.48% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.62% | +0.30% | +2.72% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.62% | — | +7.37% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.61% | -0.07% | -3.35% | |
| 46 | WMT | Walmart INC | 股票-非循環性消費 | 0.58% | — | +4.72% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.56% | — | +28.55% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.54% | +0.28% | +32.98% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.54% | -0.01% | +1.22% | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.54% | — | -1.62% |