CIK: 0001373442
申報總市值
US$856.5億
僅顯示前 200 大持股（共 701 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.62% | -0.26% | +12.08% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.81% | -0.35% | +12.84% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.19% | — | +11.30% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.16% | -0.60% | +11.68% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.11% | — | -2.80% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.80% | — | -4.92% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.64% | +0.16% | +2.14% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.53% | — | -1.36% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.49% | — | +8.53% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.41% | — | +6.94% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.41% | -0.11% | +13.66% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.40% | +0.21% | +10.46% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 1.17% | — | +21.19% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.07% | — | -8.17% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.04% | +0.08% | +2.38% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.04% | — | -5.82% | |
| 17 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.03% | — | +8.21% | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 1.02% | -0.09% | +12.68% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.02% | -0.10% | +7.71% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.81% | — | +1.10% | |
| 21 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.80% | — | +3.79% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.76% | — | +6.79% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.75% | — | +24.06% | |
| 24 | PEP | Pepsico INC | 股票-非循環性消費 | 0.74% | — | -0.78% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.71% | — | -0.19% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.69% | — | -6.82% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.67% | — | +12.82% | |
| 28 | HD | Home Depot INC | 股票-循環性消費 | 0.67% | — | +4.66% | |
| 29 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.65% | — | -5.79% | |
| 30 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.64% | — | +5.35% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.62% | — | +11.41% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | -0.10% | +7.34% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | — | +12.80% | |
| 34 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.59% | — | -2.38% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.58% | — | +9.32% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.58% | — | +0.06% | |
| 37 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-其他 | 0.58% | — | -0.79% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.57% | — | -26.39% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.56% | — | -1.21% | |
| 40 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.55% | — | -0.16% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.55% | — | +9.44% | |
| 42 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.54% | — | +2.30% | |
| 43 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.54% | — | +1.11% | |
| 44 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.54% | +0.21% | — | |
| 45 | CRM | Salesforce INC | 股票-科技 | 0.51% | — | +1.43% | |
| 46 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 0.50% | — | -0.70% | |
| 47 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.50% | — | +3.37% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.49% | — | -2.52% | |
| 49 | ABBV | Abbvie INC | 股票-醫療保健 | 0.49% | — | +171.29% | |
| 50 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.48% | — | +49.99% |