CIK: 0000036270
申報總市值
US$292.2億
僅顯示前 200 大持股（共 1585 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 | 4.25% | -0.15% | -4.10% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.60% | +0.16% | -7.63% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.49% | -0.01% | +1.11% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.38% | -0.65% | -1.57% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.21% | +0.03% | -1.67% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.68% | -0.07% | +0.41% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.39% | -0.12% | +0.70% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.21% | +0.03% | -2.71% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.21% | -0.02% | +1.87% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.07% | — | -4.01% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.54% | -0.05% | +5.08% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.48% | -0.09% | -3.95% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.47% | -0.08% | -3.16% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.44% | -0.11% | -2.43% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.27% | -0.11% | -1.57% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.04% | -0.10% | -6.05% | |
| 17 | AVGO | Broadcom INC | 股票-科技 | 1.04% | -0.16% | +878.50% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.04% | — | -2.00% | |
| 19 | MTB | M & T Bank CORP | 股票-金融 | 0.99% | -0.53% | -0.04% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.98% | +0.24% | -2.79% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.98% | -0.09% | +4.25% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.87% | — | +2.85% | |
| 23 | HD | Home Depot INC | 股票-循環性消費 | 0.85% | — | -0.01% | |
| 24 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.82% | — | -3.23% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.80% | — | -10.19% | |
| 26 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.78% | -0.10% | +0.70% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | +0.31% | -9.32% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.76% | -0.21% | +1.69% | |
| 29 | BND | Vanguard Total Bond Market | ETF-其他 | 0.75% | — | +0.79% | |
| 30 | MA | Mastercard INC - A | 股票-金融 | 0.72% | -0.06% | -3.99% | |
| 31 | PEP | Pepsico INC | 股票-非循環性消費 | 0.68% | — | -3.58% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.66% | +0.11% | -1.24% | |
| 33 | ABBV | Abbvie INC | 股票-醫療保健 | 0.65% | — | -4.14% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.63% | — | -3.63% | |
| 35 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.63% | — | +20.58% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.61% | -0.03% | -0.60% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.55% | — | -2.77% | |
| 38 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.54% | — | -0.43% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.53% | -0.12% | -1.67% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.52% | +0.21% | -7.45% | |
| 41 | BLKCHF | Blackrock INC | 股票-其他 | 0.51% | — | -1.60% | |
| 42 | 6D8 | Dupont De Nemours INC | 股票-其他 | 0.51% | — | +0.69% | |
| 43 | QCOM | Qualcomm INC | 股票-科技 | 0.51% | -0.11% | +1.28% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.50% | — | -2.07% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.49% | — | -3.42% | |
| 46 | DHR | Danaher CORP | 股票-醫療保健 | 0.46% | — | -0.19% | |
| 47 | LMT | Lockheed Martin CORP | 股票-工業 | 0.46% | — | -1.87% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.46% | -0.07% | -4.29% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | -0.29% | |
| 50 | DOW | Dow INC | 股票-原物料 | 0.44% | +0.08% | -0.84% |