CIK: 0001462245
申報總市值
US$942.2億
僅顯示前 200 大持股（共 3022 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 | 4.30% | — | +4.36% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.15% | -0.66% | +7.80% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.16% | -0.19% | +0.14% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.97% | +0.43% | -2.05% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.58% | +0.20% | +11.83% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.30% | +1.83% | +18.50% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.30% | -0.15% | +6.73% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.25% | -0.14% | +5.66% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.18% | -0.18% | +24.53% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.95% | — | +6.83% | |
| 11 | PEP | Pepsico INC | 股票-非循環性消費 | 0.79% | +0.07% | +17.56% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.74% | -0.08% | +4.06% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | -0.10% | +15.99% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.69% | — | +21.79% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | +0.23% | -1.84% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | -0.11% | +11.69% | |
| 17 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.66% | — | +12.66% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.64% | -0.08% | +10.58% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.64% | — | +4.49% | |
| 20 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.63% | — | -1.83% | |
| 21 | TSLA | Tesla INC | 股票-循環性消費 | 0.61% | -0.08% | +8.34% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.60% | -0.14% | +16.32% | |
| 23 | HD | Home Depot INC | 股票-循環性消費 | 0.60% | — | +4.84% | |
| 24 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.59% | -0.06% | +28.67% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.58% | — | +35.74% | |
| 26 | PXDEUR | Pioneer Natural Resources Co | 股票-其他 | 0.56% | — | -9.99% | |
| 27 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.56% | — | +5.51% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.55% | -0.07% | +1.02% | |
| 29 | SCL | Stepan Co | 股票-其他 | 0.54% | — | +0.05% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.54% | -0.10% | -1.11% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.54% | — | +10.62% | |
| 32 | PFE | Pfizer INC | 股票-醫療保健 | 0.52% | — | +8.09% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.50% | — | +6.69% | |
| 34 | CSCO | Cisco Systems INC | 股票-科技 | 0.49% | — | +5.51% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.49% | — | +5.12% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.47% | — | +31.88% | |
| 37 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.46% | — | +12.13% | |
| 38 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.45% | -0.07% | +30.82% | |
| 39 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.44% | — | +61.20% | |
| 40 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.44% | — | -0.12% | |
| 41 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.44% | +0.06% | +3.62% | |
| 42 | UPS | United Parcel Service-cl B | 股票-工業 | 0.43% | — | +1.95% | |
| 43 | AVGO | Broadcom INC | 股票-科技 | 0.42% | -0.08% | +7.14% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.42% | +0.21% | +6.96% | |
| 45 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.42% | — | +5.45% | |
| 46 | ABBV | Abbvie INC | 股票-醫療保健 | 0.40% | — | +4.95% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.39% | — | +92.49% | |
| 48 | WMT | Walmart INC | 股票-非循環性消費 | 0.39% | — | +13.59% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.38% | +0.03% | +10.11% | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.38% | — | +13.40% |