CIK: 0001462245
申報總市值
US$942.2億
僅顯示前 200 大持股（共 2979 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 | 3.82% | — | +2.03% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.88% | -0.66% | +1.40% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.22% | -0.19% | -1.17% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.85% | +0.43% | +10.75% | |
| 5 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.66% | +1.83% | +1.10% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.62% | +0.20% | +5.74% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.40% | -0.14% | +2.70% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.13% | -0.15% | +2174.28% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.04% | -0.18% | -0.72% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.01% | +0.23% | -3.64% | |
| 11 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.94% | — | +0.25% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.90% | — | +1.23% | |
| 13 | PEP | Pepsico INC | 股票-非循環性消費 | 0.86% | +0.07% | -4.44% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | -0.10% | +3.17% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.74% | — | +0.48% | |
| 16 | PXDEUR | Pioneer Natural Resources Co | 股票-其他 | 0.69% | — | -3.29% | |
| 17 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.67% | — | +0.86% | |
| 18 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.67% | — | -4.98% | |
| 19 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.67% | — | +2.56% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.64% | — | -5.75% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | -0.11% | +10.11% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.59% | -0.08% | -4.38% | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.56% | — | -3.32% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.56% | -0.08% | -2.01% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.54% | — | -2.11% | |
| 26 | SCL | Stepan Co | 股票-其他 | 0.52% | — | -0.03% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.52% | +0.21% | -1.59% | |
| 28 | ABBV | Abbvie INC | 股票-醫療保健 | 0.52% | — | -4.09% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.50% | +0.03% | +22.46% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.50% | -0.10% | +11.64% | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 0.49% | — | +34.39% | |
| 32 | PFE | Pfizer INC | 股票-醫療保健 | 0.48% | — | +0.03% | |
| 33 | HD | Home Depot INC | 股票-循環性消費 | 0.48% | — | -0.46% | |
| 34 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.48% | +0.04% | +6.38% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.47% | — | +3.04% | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.47% | -0.06% | +5.69% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.45% | — | -0.47% | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.44% | -0.14% | +4.99% | |
| 39 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.44% | +0.06% | +0.99% | |
| 40 | TSLA | Tesla INC | 股票-循環性消費 | 0.44% | -0.08% | +19.96% | |
| 41 | UPS | United Parcel Service-cl B | 股票-工業 | 0.43% | — | +3.01% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.42% | — | +5.33% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | -0.07% | +1.67% | |
| 44 | NEE | Nextera Energy INC | 股票-公用事業 | 0.41% | — | +34.45% | |
| 45 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.41% | -0.07% | -2.41% | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.41% | -0.11% | +7.03% | |
| 47 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.40% | — | +9.29% | |
| 48 | QCOM | Qualcomm INC | 股票-科技 | 0.40% | -0.07% | +8.07% | |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.40% | — | +13.61% | |
| 50 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.40% | — | -4.55% |