CIK: 0000036270
申報總市值
US$292.2億
僅顯示前 200 大持股（共 1598 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 | 4.65% | -0.15% | -0.18% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.71% | -0.01% | -2.60% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.35% | +0.16% | +1.22% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.34% | -0.65% | -1.18% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.33% | +0.03% | -0.80% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.67% | -0.07% | -4.38% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.31% | +0.03% | +4.88% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.27% | -0.12% | -6.04% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.06% | -0.02% | -8.62% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.92% | — | +0.03% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.84% | -0.09% | +3.23% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.74% | -0.05% | +0.22% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.65% | -0.11% | -1.14% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.58% | -0.08% | -0.79% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.47% | -0.11% | -0.55% | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 1.40% | -0.16% | -1.02% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.05% | -0.10% | -3.54% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.04% | -0.09% | +1.62% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.97% | — | +1.10% | |
| 20 | MTB | M & T Bank CORP | 股票-金融 | 0.94% | -0.53% | -12.27% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.85% | — | -0.86% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.84% | — | +0.66% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.83% | +0.24% | -6.99% | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 0.83% | — | -1.11% | |
| 25 | BND | Vanguard Total Bond Market | ETF-其他 | 0.78% | — | +5.78% | |
| 26 | MA | Mastercard INC - A | 股票-金融 | 0.76% | -0.06% | -2.72% | |
| 27 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.72% | — | -2.57% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | +0.31% | -1.38% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.71% | -0.03% | +0.68% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.68% | +0.11% | -1.63% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.67% | -0.10% | -2.25% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.62% | -0.21% | -19.34% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.61% | — | -1.98% | |
| 34 | PEP | Pepsico INC | 股票-非循環性消費 | 0.61% | — | -2.08% | |
| 35 | ABBV | Abbvie INC | 股票-醫療保健 | 0.58% | — | -1.90% | |
| 36 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.58% | — | -9.44% | |
| 37 | BLK | Blackrock INC | 股票-金融 | 0.56% | -0.04% | — | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.56% | — | -1.21% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.55% | — | +704997.62% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.53% | -0.07% | +4.06% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.53% | -0.12% | +0.49% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.53% | — | +3.60% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.51% | +0.21% | -1.11% | |
| 44 | TSLA | Tesla INC | 股票-循環性消費 | 0.48% | -0.07% | +4.38% | |
| 45 | QCOM | Qualcomm INC | 股票-科技 | 0.47% | -0.11% | -0.27% | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.45% | — | -0.95% | |
| 47 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.44% | — | -19.80% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.44% | — | +0.62% | |
| 49 | 6D8 | Dupont De Nemours INC | 股票-其他 | 0.44% | — | -0.58% | |
| 50 | UNP | Union Pacific CORP | 股票-工業 | 0.41% | — | -1.42% |