CIK: 0000036270
申報總市值
US$292.2億
僅顯示前 200 大持股（共 1537 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 | 4.06% | -0.15% | -4.75% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.95% | +0.16% | +1.19% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.27% | -0.65% | -3.43% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.74% | +0.03% | +1.73% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.62% | -0.01% | -1.13% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.41% | — | -0.49% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.27% | -0.07% | -3.93% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.20% | +0.03% | +0.08% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.90% | -0.12% | +3.59% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.77% | -0.02% | -0.58% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.44% | -0.08% | -1.71% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.30% | -0.09% | +3.10% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.29% | +0.24% | -3.61% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | -0.11% | -2.61% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.18% | -0.10% | -3.74% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.15% | — | -2.43% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.11% | -0.11% | -1.75% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.01% | +0.31% | -2.67% | |
| 19 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.98% | — | -2.76% | |
| 20 | PEP | Pepsico INC | 股票-非循環性消費 | 0.94% | — | +2.23% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.88% | — | -10.18% | |
| 22 | MTB | M & T Bank CORP | 股票-金融 | 0.87% | -0.53% | -2.08% | |
| 23 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.85% | -0.21% | -3.43% | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 0.83% | — | -4.01% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.81% | — | +6.43% | |
| 26 | AVGO | Broadcom INC | 股票-科技 | 0.77% | -0.16% | -3.39% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.76% | +0.21% | -2.25% | |
| 28 | BND | Vanguard Total Bond Market | ETF-其他 | 0.74% | — | +14.03% | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.73% | -0.06% | -3.22% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.70% | -0.03% | -5.73% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.68% | — | -2.37% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.68% | -0.05% | -10.70% | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 0.65% | — | -2.66% | |
| 34 | COP | Conocophillips | 股票-能源 | 0.65% | +0.15% | -2.68% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.62% | — | -8.56% | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.60% | — | -18.23% | |
| 37 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.60% | +0.11% | -2.62% | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.57% | — | +1.06% | |
| 39 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.57% | — | -3.53% | |
| 40 | 6D8 | Dupont De Nemours INC | 股票-其他 | 0.53% | — | -1.19% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.53% | — | -5.45% | |
| 42 | DOW | Dow INC | 股票-原物料 | 0.52% | +0.08% | -1.18% | |
| 43 | DHR | Danaher CORP | 股票-醫療保健 | 0.50% | — | -2.31% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.47% | -0.10% | -3.05% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.45% | -0.12% | -0.07% | |
| 46 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.44% | — | +0.13% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.44% | — | -2.12% | |
| 48 | CTVA | Corteva INC | 股票-原物料 | 0.43% | +0.12% | -1.26% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | — | -5.70% | |
| 50 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.43% | — | -6.18% |