CIK: 0001462245
申報總市值
US$942.2億
僅顯示前 200 大持股（共 2953 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 | 3.89% | — | +7.01% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.91% | -0.66% | +15.70% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.40% | -0.19% | +0.32% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.99% | +0.43% | -6.53% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.56% | +0.20% | +121.90% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.44% | -0.15% | +12.02% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.32% | -0.14% | +1.35% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.27% | +1.83% | +15.93% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.06% | -0.18% | +42.11% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.98% | — | +10.25% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | +0.23% | -3.62% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.78% | -0.08% | +0.36% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | -0.10% | +7.25% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | -0.11% | -0.37% | |
| 15 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.75% | — | +3.21% | |
| 16 | PEP | Pepsico INC | 股票-非循環性消費 | 0.71% | +0.07% | +26.88% | |
| 17 | PXDEUR | Pioneer Natural Resources Co | 股票-其他 | 0.70% | — | -2.28% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.67% | — | +3.60% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.65% | -0.08% | +16.81% | |
| 20 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.64% | — | +2.62% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | -0.07% | +2.74% | |
| 22 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.61% | -0.06% | +3.96% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.61% | -0.14% | +12.41% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 0.60% | -0.10% | +4.83% | |
| 25 | SCL | Stepan Co | 股票-其他 | 0.60% | — | — | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.59% | — | -3.82% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.57% | — | -9.43% | |
| 28 | HD | Home Depot INC | 股票-循環性消費 | 0.55% | — | +0.62% | |
| 29 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.54% | +0.04% | +2.89% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.52% | — | +4.60% | |
| 31 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.50% | — | +54.19% | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.50% | — | +3.68% | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.49% | — | -1.41% | |
| 34 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.49% | — | +3.15% | |
| 35 | CSCO | Cisco Systems INC | 股票-科技 | 0.49% | — | +3.19% | |
| 36 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.45% | — | +3.48% | |
| 37 | TSLA | Tesla INC | 股票-循環性消費 | 0.45% | -0.08% | +1.50% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.44% | — | +14.75% | |
| 39 | UPS | United Parcel Service-cl B | 股票-工業 | 0.43% | — | +3.07% | |
| 40 | PFE | Pfizer INC | 股票-醫療保健 | 0.42% | — | +10.50% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.42% | +0.03% | +13.82% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.42% | +0.21% | +8.72% | |
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.41% | +0.06% | -4.28% | |
| 44 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.40% | — | +6.05% | |
| 45 | WMT | Walmart INC | 股票-非循環性消費 | 0.40% | — | +3.12% | |
| 46 | MA | Mastercard INC - A | 股票-金融 | 0.40% | — | +68.76% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.40% | — | +333.76% | |
| 48 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.39% | — | +40.10% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.38% | — | +4.89% | |
| 50 | ABBV | Abbvie INC | 股票-醫療保健 | 0.37% | — | +2.02% |