CIK: 0001373442
申報總市值
US$856.5億
僅顯示前 200 大持股（共 3042 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 | 5.39% | -0.35% | -0.46% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.39% | -0.26% | +4.12% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.09% | -0.60% | +7.40% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.75% | +0.21% | +6.26% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.48% | +0.09% | +3.67% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.45% | — | +3.41% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.36% | -0.10% | +4.53% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.35% | -0.33% | +6.69% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.23% | — | +4.28% | |
| 10 | TSLA | Tesla INC | 股票-循環性消費 | 1.21% | -0.16% | -12.27% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 1.18% | — | +1.21% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.16% | +0.16% | +3.96% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.11% | — | +6.45% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 1.02% | -0.09% | +4.67% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.98% | +0.05% | +2.89% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | -0.10% | +14.67% | |
| 17 | AVGO | Broadcom INC | 股票-科技 | 0.90% | -0.31% | +3.41% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.84% | — | +4.14% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | — | +5.69% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.82% | — | +2.70% | |
| 21 | APO | Apollo Global Management INC | 股票-金融 | 0.81% | +0.18% | +0.09% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.76% | -0.11% | +4.98% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.72% | -0.11% | +1.53% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.67% | — | +4.80% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.67% | — | -2.36% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.64% | — | +6.27% | |
| 27 | HD | Home Depot INC | 股票-循環性消費 | 0.64% | — | +4.81% | |
| 28 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.60% | — | +3.33% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.59% | — | +9.94% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.56% | — | -8.99% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.55% | +0.10% | +0.23% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.55% | — | +17.52% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.54% | +0.08% | +9.25% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | +0.08% | -2.32% | |
| 35 | AMGN | Amgen INC | 股票-醫療保健 | 0.54% | — | +6.13% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.53% | +0.11% | +17.06% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.53% | — | -1.23% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.51% | — | +5.69% | |
| 39 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.51% | +0.13% | +24.39% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | — | +0.42% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.49% | — | -1.61% | |
| 42 | MA | Mastercard INC - A | 股票-金融 | 0.48% | -0.07% | +6.15% | |
| 43 | ADBE | Adobe INC | 股票-科技 | 0.47% | — | +8.50% | |
| 44 | NOW | Servicenow INC | 股票-科技 | 0.46% | -0.25% | +8.29% | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.45% | — | +2.05% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.45% | — | +0.35% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.44% | — | +2.99% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.42% | — | +0.02% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.42% | — | +2.65% | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.41% | — | +2.77% |