CIK: 0001373442
申報總市值
US$856.5億
僅顯示前 200 大持股（共 856 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 | 6.50% | -0.26% | +0.34% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.19% | -0.35% | +4.86% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.20% | -0.60% | +12.07% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.77% | — | +3.47% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.73% | +0.21% | +33.05% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.69% | — | +26.48% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.66% | — | +15.04% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.62% | +0.09% | +99.57% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 1.58% | — | +4.12% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.56% | +0.16% | -4.90% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.55% | -0.11% | -8.90% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.31% | — | +0.70% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.13% | -0.10% | +3.21% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.12% | — | -3.31% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.02% | -0.09% | -1.60% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.95% | — | +2.00% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | -0.10% | -1.09% | |
| 18 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.86% | — | -4.59% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.86% | — | -34.37% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.84% | — | -3.80% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.84% | +0.08% | -0.24% | |
| 22 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.80% | — | -0.77% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | — | -6.91% | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 0.76% | — | +5.63% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.72% | — | +4.81% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.72% | — | +2.21% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.67% | — | -8.36% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.64% | — | +6.17% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.63% | — | +0.07% | |
| 30 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.62% | — | +13.41% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.60% | — | +19.54% | |
| 32 | FFIV | F5 INC | 股票-科技 | 0.59% | — | +8.35% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.57% | — | +3.04% | |
| 34 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.56% | — | +0.33% | |
| 35 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.56% | — | +7.60% | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.56% | — | +0.85% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.56% | — | +18.39% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.54% | +0.08% | +14.89% | |
| 39 | MCHP | Microchip Technology INC | 股票-科技 | 0.52% | — | -11.45% | |
| 40 | TGT | Target CORP | 股票-循環性消費 | 0.52% | +0.07% | -1.51% | |
| 41 | PEP | Pepsico INC | 股票-非循環性消費 | 0.51% | — | -8.21% | |
| 42 | SYK | Stryker CORP | 股票-醫療保健 | 0.51% | — | +7.22% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | — | +4.93% | |
| 44 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.50% | — | +1.31% | |
| 45 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 0.50% | — | +9.67% | |
| 46 | MA | Mastercard INC - A | 股票-金融 | 0.50% | -0.07% | +6.67% | |
| 47 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.50% | — | +59.66% | |
| 48 | CRM | Salesforce INC | 股票-科技 | 0.50% | — | +9.53% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.50% | — | +0.82% | |
| 50 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-其他 | 0.49% | — | -0.55% |