CIK: 0001462245
申報總市值
US$942.2億
僅顯示前 200 大持股（共 2260 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 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 4.10% | -0.19% | +701.33% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.55% | — | +1.78% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.42% | +0.43% | -22.11% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 2.23% | +0.23% | +4.22% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.95% | -0.66% | +0.61% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.53% | -0.14% | +56.37% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.16% | -0.08% | +6.50% | |
| 8 | SCL | Stepan Co | 股票-其他 | 1.04% | — | +1.86% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.02% | +1.83% | -0.66% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.97% | -0.15% | -9.96% | |
| 11 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.96% | — | +2.91% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.94% | -0.11% | +2.44% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.80% | -0.08% | -1.94% | |
| 14 | T | At&t INC | 股票-通訊服務 | 0.80% | — | +4.49% | |
| 15 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.78% | — | +1.81% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.77% | — | +0.46% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 0.76% | -0.07% | +186.95% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.71% | — | +7.64% | |
| 19 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.70% | +0.04% | +4.19% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.68% | — | -1.44% | |
| 21 | WFC | Wells Fargo & Co | 股票-金融 | 0.62% | -0.08% | +210.65% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.61% | — | -0.24% | |
| 23 | HD | Home Depot INC | 股票-循環性消費 | 0.60% | — | +1.80% | |
| 24 | INTC | Intel CORP | 股票-科技 | 0.58% | — | +0.72% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.57% | -0.18% | +5.35% | |
| 26 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.57% | — | +3.61% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.57% | +0.20% | +12.18% | |
| 28 | PEP | Pepsico INC | 股票-非循環性消費 | 0.56% | +0.07% | +0.88% | |
| 29 | UPS | United Parcel Service-cl B | 股票-工業 | 0.53% | — | -3.09% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.53% | +0.21% | +14.45% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.52% | -0.06% | +17.38% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.52% | +0.06% | +63.03% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.50% | -0.14% | +1.39% | |
| 34 | BA | Boeing Co/the | 股票-工業 | 0.50% | — | +0.73% | |
| 35 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.49% | — | +8.41% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.47% | — | +0.70% | |
| 37 | VUG | Vanguard Growth ETF | ETF-其他 | 0.47% | -0.10% | -3.67% | |
| 38 | EPD | Enterprise Products Partners | 股票-能源 | 0.47% | — | -0.02% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.46% | — | +3.38% | |
| 40 | AMGN | Amgen INC | 股票-醫療保健 | 0.46% | — | -0.37% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.46% | — | -1.79% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.45% | — | +39.20% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.45% | — | +9.80% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | -0.10% | +7.02% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.44% | — | +25.29% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.43% | -0.08% | +1.82% | |
| 47 | CSCO | Cisco Systems INC | 股票-科技 | 0.41% | — | +3.35% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.41% | -0.11% | +20.32% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.40% | — | +549.74% | |
| 50 | PNC | Pnc Financial Services Group | 股票-金融 | 0.40% | — | +0.25% |