CIK: 0001373442
申報總市值
US$856.5億
僅顯示前 200 大持股（共 2779 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 | AAPL | Apple INC | 股票-科技 | 5.54% | -0.35% | +37.34% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.16% | -0.26% | +2.19% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.68% | +0.21% | +8.91% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.51% | -0.60% | +5.79% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.46% | — | -2.61% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.45% | +0.09% | +4.82% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.33% | +0.16% | +21.59% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 1.27% | — | +0.54% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.26% | — | +5.19% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.04% | +0.05% | +9.28% | |
| 11 | TSLA | Tesla INC | 股票-循環性消費 | 1.03% | -0.16% | +106.64% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.97% | -0.10% | +12.80% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.90% | — | +5.93% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.90% | — | +7.84% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 0.84% | -0.09% | +7.11% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 0.83% | -0.33% | +3.48% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.83% | — | -3.61% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | — | +2.07% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.76% | — | +6.80% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.73% | — | -0.48% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | -0.10% | +3.49% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.68% | -0.11% | +2.87% | |
| 23 | APO | Apollo Global Management INC | 股票-金融 | 0.67% | +0.18% | -36.06% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.64% | — | +3.47% | |
| 25 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.63% | — | -4.46% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.63% | +0.08% | +2.26% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.60% | — | +16.04% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.59% | — | -2.10% | |
| 29 | HD | Home Depot INC | 股票-循環性消費 | 0.59% | — | +6.37% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.57% | +0.11% | +5.60% | |
| 31 | AVGO | Broadcom INC | 股票-科技 | 0.56% | -0.31% | -9.93% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.54% | — | -6.78% | |
| 33 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.53% | — | +5.62% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.53% | — | +1.59% | |
| 35 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.51% | -0.11% | +8.42% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.50% | — | +7.07% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.50% | +0.08% | -0.11% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.50% | — | +32.35% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.50% | — | -1.08% | |
| 40 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.49% | — | +2.93% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | — | -6.77% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.48% | — | +9.67% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.47% | — | +5.92% | |
| 44 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.47% | +0.10% | +3.49% | |
| 45 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.47% | — | +4.24% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.47% | — | +14.52% | |
| 47 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.45% | — | -3.00% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.44% | — | +4.18% | |
| 49 | PEP | Pepsico INC | 股票-非循環性消費 | 0.44% | — | +3.42% | |
| 50 | MA | Mastercard INC - A | 股票-金融 | 0.43% | -0.07% | -9.61% |