CIK: 0001373442
申報總市值
US$856.5億
僅顯示前 200 大持股（共 2443 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 | 4.52% | -0.26% | +2.59% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.75% | -0.35% | +5.38% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.66% | +0.21% | +0.96% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.27% | -0.60% | +7.62% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.47% | +0.09% | +4.11% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 1.43% | — | +4.24% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.32% | — | +1.03% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.27% | +0.05% | +22.30% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.24% | — | +9.30% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.17% | +0.16% | +5.77% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.13% | -0.10% | +7.74% | |
| 12 | APO | Apollo Global Management INC | 股票-金融 | 1.06% | +0.18% | -0.57% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.99% | — | +2.28% | |
| 14 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.92% | — | +5.92% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.90% | — | -1.93% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 0.88% | -0.09% | +5.45% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.88% | — | +4.83% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.87% | — | +2.59% | |
| 19 | TSLA | Tesla INC | 股票-循環性消費 | 0.79% | -0.16% | +236.63% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.77% | +0.08% | +11.16% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.77% | — | -3.49% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | -0.10% | +11.49% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.70% | — | -4.27% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.69% | -0.11% | -0.91% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.69% | — | +2096.91% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.68% | — | +0.88% | |
| 27 | HD | Home Depot INC | 股票-循環性消費 | 0.68% | — | +9.15% | |
| 28 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.59% | +0.10% | +6.12% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.57% | +0.11% | +4.49% | |
| 30 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.57% | -0.11% | +3.81% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.57% | — | -1.46% | |
| 32 | WMT | Walmart INC | 股票-非循環性消費 | 0.57% | +0.09% | +7.04% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.57% | — | -0.39% | |
| 34 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.56% | — | +9.56% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.55% | +0.08% | +9.89% | |
| 36 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.53% | — | +2.21% | |
| 37 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.52% | — | +9.05% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.52% | — | -2.56% | |
| 39 | NEE | Nextera Energy INC | 股票-公用事業 | 0.51% | — | +7.22% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | — | +3.48% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.50% | — | +20.70% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.49% | — | +6.05% | |
| 43 | DHR | Danaher CORP | 股票-醫療保健 | 0.49% | — | +6.31% | |
| 44 | AVGO | Broadcom INC | 股票-科技 | 0.48% | -0.31% | +13.41% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.48% | — | +26.72% | |
| 46 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.48% | — | +11.52% | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.47% | — | +55.02% | |
| 48 | PEP | Pepsico INC | 股票-非循環性消費 | 0.47% | — | +8.89% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.46% | — | +5.74% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.46% | — | +1.00% |