CIK: 0001373442
申報總市值
US$856.5億
僅顯示前 200 大持股（共 989 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 | 5.95% | -0.26% | +9.31% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.15% | -0.35% | +9.74% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.15% | +0.21% | +101.21% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.35% | -0.60% | +11.45% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.75% | — | +23.35% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.73% | +0.09% | +17.88% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 1.55% | — | +21.71% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.54% | — | +8.10% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.42% | +0.05% | +255.77% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.41% | — | +9.42% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.36% | +0.16% | +8.78% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.23% | -0.11% | -2.12% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.22% | — | +155.50% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 1.11% | -0.09% | +24.93% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.10% | — | +518.73% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.06% | -0.10% | +8.06% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.06% | — | +1.19% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.06% | — | +52.29% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.98% | — | +7.54% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | -0.10% | +10.43% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.79% | — | +29.36% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.78% | — | +8.49% | |
| 23 | HD | Home Depot INC | 股票-循環性消費 | 0.68% | — | +4.98% | |
| 24 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.68% | — | +1.60% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.68% | +0.08% | +8.51% | |
| 26 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.68% | — | +5.52% | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.68% | — | +4.65% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.67% | -0.33% | +348.05% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.65% | — | +35.43% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.65% | — | +13.53% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | — | -1.05% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.62% | — | +94.87% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.59% | — | -1.77% | |
| 34 | CRM | Salesforce INC | 股票-科技 | 0.58% | — | +8.55% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.56% | — | +18.00% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.56% | — | +5.83% | |
| 37 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.55% | — | +14.03% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.51% | +0.08% | +16.28% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.50% | — | +72.34% | |
| 40 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.49% | — | +10.48% | |
| 41 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.49% | — | +11.40% | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.48% | +0.10% | +7.22% | |
| 43 | SYK | Stryker CORP | 股票-醫療保健 | 0.48% | — | +9.51% | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.46% | — | +0.14% | |
| 45 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.45% | — | +2.87% | |
| 46 | FFIV | F5 INC | 股票-科技 | 0.45% | — | -2.27% | |
| 47 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.45% | -0.11% | +5.73% | |
| 48 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.44% | — | +6.29% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.44% | — | +11.23% | |
| 50 | TSLA | Tesla INC | 股票-循環性消費 | 0.44% | -0.16% | +5.71% |