CIK: 0000036270
申報總市值
US$292.2億
僅顯示前 200 大持股（共 1611 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.30% | +0.16% | +1.55% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.63% | -0.15% | +0.45% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.03% | +0.03% | +2.18% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.48% | -0.01% | -3.09% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.48% | — | +8.78% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.36% | -0.02% | +1.52% | |
| 7 | PYPL | Paypal Holdings INC | 股票-金融 | 2.31% | — | +0.01% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.30% | -0.65% | +1.03% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.00% | -0.07% | +1.06% | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 1.86% | — | +6.92% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.79% | -0.08% | +288.08% | |
| 12 | EBAY | Ebay INC | 股票-循環性消費 | 1.62% | — | -24.51% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.52% | -0.12% | +0.20% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.42% | +0.24% | -0.96% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.41% | — | -1.75% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.40% | -0.09% | +1.89% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.09% | -0.10% | +1.67% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.09% | -0.11% | +0.68% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.02% | — | -0.96% | |
| 20 | MA | Mastercard INC - A | 股票-金融 | 0.89% | -0.06% | +1.39% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.88% | +0.03% | +0.75% | |
| 22 | PEP | Pepsico INC | 股票-非循環性消費 | 0.85% | — | -1.61% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.81% | — | -1.46% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.81% | — | +1.16% | |
| 25 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.80% | — | -1.63% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.77% | -0.11% | +0.37% | |
| 27 | DOW | Dow INC | 股票-原物料 | 0.70% | +0.08% | -1.96% | |
| 28 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.69% | — | -4.80% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.69% | — | -6.13% | |
| 30 | 6D8 | Dupont De Nemours INC | 股票-其他 | 0.69% | — | -1.81% | |
| 31 | QCOM | Qualcomm INC | 股票-科技 | 0.65% | -0.11% | -4.89% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.64% | — | -1.28% | |
| 33 | HD | Home Depot INC | 股票-循環性消費 | 0.63% | — | +0.29% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.62% | — | +2.08% | |
| 35 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.60% | — | +97.92% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.59% | — | -2.50% | |
| 37 | MTB | M & T Bank CORP | 股票-金融 | 0.56% | -0.53% | -3.30% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.56% | -0.09% | +3.04% | |
| 39 | BLKCHF | Blackrock INC | 股票-其他 | 0.54% | — | -0.35% | |
| 40 | TGT | Target CORP | 股票-循環性消費 | 0.52% | — | -1.62% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.51% | — | -1.21% | |
| 42 | PFE | Pfizer INC | 股票-醫療保健 | 0.51% | — | -1.97% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | +0.31% | -8.67% | |
| 44 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.47% | — | +1.02% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | -1.03% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.44% | — | -4.10% | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.43% | — | -1.41% | |
| 48 | T | At&t INC | 股票-通訊服務 | 0.43% | +0.08% | -2.61% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.43% | -0.03% | -18.87% | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.43% | — | -0.35% |