CIK: 0001373442
申報總市值
US$856.5億
僅顯示前 200 大持股（共 2737 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 | 4.21% | -0.26% | +8.10% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.52% | -0.35% | +24.23% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.53% | +0.21% | +2.67% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.19% | -0.60% | +16.39% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.55% | — | +36.99% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.48% | +0.09% | +13.45% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 1.42% | — | +8.10% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.22% | — | +4.62% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.18% | +0.16% | +24.98% | |
| 10 | APO | Apollo Global Management INC | 股票-金融 | 1.17% | +0.18% | -0.10% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.02% | +0.05% | -6.77% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.96% | — | +12.49% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.89% | — | +4.71% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.87% | — | +7.10% | |
| 15 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.82% | — | +5.59% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | -0.10% | +5.44% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.78% | — | +53.54% | |
| 18 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.78% | -0.10% | +15.21% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.77% | +0.08% | +14.93% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.74% | — | +1.43% | |
| 21 | VUG | Vanguard Growth ETF | ETF-其他 | 0.74% | -0.09% | +4.85% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.72% | — | -1.25% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.66% | +0.11% | +13.86% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.66% | — | +58.63% | |
| 25 | HD | Home Depot INC | 股票-循環性消費 | 0.65% | — | +4.86% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.64% | — | +6.46% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.62% | -0.11% | +12.25% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.60% | — | +2.99% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.60% | -0.31% | +22.64% | |
| 30 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.56% | -0.11% | +6.59% | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.55% | — | +539.31% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.54% | — | +12.50% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | — | +12.60% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.54% | +0.08% | +12.28% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.53% | — | +2.38% | |
| 36 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.52% | — | +11.56% | |
| 37 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.51% | — | +6.54% | |
| 38 | MA | Mastercard INC - A | 股票-金融 | 0.51% | -0.07% | +13.32% | |
| 39 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.51% | — | +3.03% | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.50% | — | +8.87% | |
| 41 | WMT | Walmart INC | 股票-非循環性消費 | 0.50% | +0.09% | -1.38% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.49% | — | +4.26% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.48% | — | +13.56% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.48% | — | +5.84% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.47% | — | +111.43% | |
| 46 | NEE | Nextera Energy INC | 股票-公用事業 | 0.47% | — | +6.96% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.47% | — | +12.38% | |
| 48 | NVDA | Nvidia CORP | 股票-科技 | 0.47% | -0.33% | +18.12% | |
| 49 | PEP | Pepsico INC | 股票-非循環性消費 | 0.46% | — | +11.79% | |
| 50 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.46% | +0.10% | +1.21% |