CIK: 0001542153
申報總市值
US$899.1億
僅顯示前 200 大持股（共 981 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 | MSFT | Microsoft CORP | 股票-科技 | 3.84% | -0.26% | +73.79% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.76% | -0.12% | +10.61% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 2.97% | — | +1.72% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.59% | — | +76.50% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.12% | — | +1.48% | |
| 6 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 2.03% | — | +8.67% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.83% | -0.40% | +367.71% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.81% | — | +24.27% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.67% | — | +290.76% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.33% | — | +46.35% | |
| 11 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.28% | — | +15235.03% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.14% | — | +143.06% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.14% | — | +72.17% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.08% | — | +4.05% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.08% | +0.11% | +28.20% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.97% | — | -4.34% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | — | +37.09% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.93% | -0.20% | +159.34% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.87% | — | +81.36% | |
| 20 | ACN | Accenture plc | 股票-科技 | 0.86% | +0.06% | +130.83% | |
| 21 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.85% | — | +9.35% | |
| 22 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.85% | — | +52.00% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.83% | -0.21% | +100.68% | |
| 24 | PEP | Pepsico INC | 股票-非循環性消費 | 0.78% | +0.16% | +20.52% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.77% | — | +808.14% | |
| 26 | HYD | Vaneck High Yield Muni ETF | ETF-非投資等級債 | 0.77% | — | -1.50% | |
| 27 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.74% | — | +4.28% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.73% | — | +0.47% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | +0.16% | +308.45% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.63% | — | +492.57% | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.63% | -0.08% | +17.14% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.63% | — | +125.04% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.61% | +0.11% | +37.55% | |
| 34 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.59% | — | +21.22% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.58% | — | +1134.48% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.57% | — | +22.70% | |
| 37 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.57% | +0.05% | +108.00% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.56% | +0.07% | +141.97% | |
| 39 | HD | Home Depot INC | 股票-循環性消費 | 0.54% | — | +41.10% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.53% | — | +1876.58% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.52% | — | +238.49% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.52% | — | +132.65% | |
| 43 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.51% | -0.23% | +103.06% | |
| 44 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.49% | — | -2.96% | |
| 45 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.49% | +0.09% | +16.81% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.49% | — | +510.79% | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.48% | +0.08% | +197.33% | |
| 48 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.48% | — | -3.51% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.48% | — | +25.74% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.46% | — | +83.60% |