CIK: 0001373442
申報總市值
US$856.5億
僅顯示前 200 大持股（共 1151 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 | 5.65% | -0.26% | +5.79% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.79% | -0.35% | +18.24% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.01% | +0.21% | +16.54% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.60% | -0.60% | +14.51% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.69% | +0.09% | +11.81% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.55% | — | +12.36% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.51% | — | +6.01% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 1.45% | — | +5.70% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.29% | — | +20.19% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.26% | — | +9.48% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.25% | +0.05% | +9.68% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.20% | — | +23.32% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.15% | +0.16% | +5.03% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.10% | — | +11.18% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.09% | -0.11% | -0.86% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.04% | — | +12.09% | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 1.04% | -0.09% | +4.77% | |
| 18 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.01% | -0.10% | +15.35% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.94% | — | +0.10% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 0.85% | -0.33% | +10.06% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.82% | — | +11.87% | |
| 22 | HD | Home Depot INC | 股票-循環性消費 | 0.79% | — | +12.29% | |
| 23 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.78% | — | +10.42% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | -0.10% | +17.55% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.68% | +0.08% | +17.41% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.66% | — | +3.07% | |
| 27 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.63% | — | +51.57% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.63% | — | +16.60% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.61% | — | +4.38% | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.61% | — | +2.45% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.58% | — | +4.39% | |
| 32 | TSLA | Tesla INC | 股票-循環性消費 | 0.57% | -0.16% | +18.27% | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.54% | +0.10% | +10.45% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.54% | — | +6.93% | |
| 35 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.52% | — | -4.40% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.52% | — | -1.96% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | — | +4.13% | |
| 38 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.51% | -0.18% | +25.81% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.51% | — | +31.66% | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.48% | -0.11% | +10.96% | |
| 41 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.48% | — | +11.25% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.48% | +0.08% | +10.46% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.48% | — | +4.83% | |
| 44 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.47% | — | +29.80% | |
| 45 | CRM | Salesforce INC | 股票-科技 | 0.47% | — | +6.74% | |
| 46 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.47% | — | +10.05% | |
| 47 | DHR | Danaher CORP | 股票-醫療保健 | 0.47% | — | +31.39% | |
| 48 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.46% | — | +14.44% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.45% | — | +9.58% | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.44% | — | +102.64% |