CIK: 0001462245
申報總市值
US$942.2億
僅顯示前 200 大持股（共 1989 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 | 2.45% | — | +21.57% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.84% | +0.43% | +42.41% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.72% | -0.66% | +4.14% | |
| 4 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.54% | +1.83% | +3.85% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 1.37% | +0.23% | +1.50% | |
| 6 | T | At&t INC | 股票-通訊服務 | 1.35% | — | +1.12% | |
| 7 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.16% | — | +1.12% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.16% | — | +23.46% | |
| 9 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.98% | — | +5.29% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.96% | — | +7.79% | |
| 11 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.92% | — | -4.06% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.91% | -0.14% | +4.98% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | -0.11% | +24.84% | |
| 14 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.83% | — | +3.19% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.82% | -0.08% | +8.06% | |
| 16 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.81% | +0.04% | -5.84% | |
| 17 | PFE | Pfizer INC | 股票-醫療保健 | 0.79% | — | +6.42% | |
| 18 | PEP | Pepsico INC | 股票-非循環性消費 | 0.76% | +0.07% | +7.48% | |
| 19 | UPS | United Parcel Service-cl B | 股票-工業 | 0.76% | — | +0.42% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 0.74% | -0.11% | +0.93% | |
| 21 | INTC | Intel CORP | 股票-科技 | 0.67% | — | -3.76% | |
| 22 | EPD | Enterprise Products Partners | 股票-能源 | 0.62% | — | +5.28% | |
| 23 | WEP | Magellan Midstream Partners | 股票-其他 | 0.60% | — | +13.65% | |
| 24 | WFC | Wells Fargo & Co | 股票-金融 | 0.59% | -0.08% | +9.22% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.58% | +0.21% | +15.76% | |
| 26 | DY | Dycom Industries INC | 股票-工業 | 0.55% | — | +85.79% | |
| 27 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.55% | — | +2408.52% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.54% | — | -50.93% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.54% | -0.18% | — | |
| 30 | PNC | Pnc Financial Services Group | 股票-金融 | 0.50% | — | +9.73% | |
| 31 | AWK | American Water Works Co INC | 股票-公用事業 | 0.50% | — | +3.32% | |
| 32 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.50% | — | +0.48% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.50% | -0.14% | +21.05% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.49% | — | +46.36% | |
| 35 | VUG | Vanguard Growth ETF | ETF-其他 | 0.48% | -0.10% | +8.39% | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.48% | — | +12.42% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.48% | — | +49.22% | |
| 38 | MO | Altria Group INC | 股票-非循環性消費 | 0.47% | — | -18.44% | |
| 39 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.46% | +0.04% | +12.41% | |
| 40 | ABBV | Abbvie INC | 股票-醫療保健 | 0.45% | — | +0.36% | |
| 41 | HD | Home Depot INC | 股票-循環性消費 | 0.45% | — | +7.99% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.45% | +0.20% | +46.86% | |
| 43 | BA | Boeing Co/the | 股票-工業 | 0.45% | — | +0.16% | |
| 44 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.43% | — | +0.94% | |
| 45 | PM | Philip Morris International | 股票-非循環性消費 | 0.40% | — | -8.99% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.39% | — | +63.18% | |
| 47 | AMGN | Amgen INC | 股票-醫療保健 | 0.38% | — | +17.14% | |
| 48 | WMT | Walmart INC | 股票-非循環性消費 | 0.38% | — | +30.98% | |
| 49 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.37% | — | +5.87% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.37% | — | +1717.44% |