CIK: 0000036104
申報總市值
US$823.9億
僅顯示前 200 大持股（共 3622 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.66% | -0.10% | -0.49% | |
| 2 | MMM | 3m Co | 股票-工業 | 2.80% | — | -3.96% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.19% | -0.61% | +1.38% | |
| 4 | USB | US Bancorp | 股票-金融 | 1.89% | — | -2.02% | |
| 5 | AAPL | Apple INC | 股票-科技 | 1.88% | -0.16% | -1.11% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.86% | — | -0.31% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.67% | +0.12% | +10.79% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.64% | +0.24% | +2.59% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.56% | — | -1.53% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.48% | +0.14% | -0.92% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.39% | +0.20% | -0.83% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.34% | -0.07% | +4.13% | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.32% | — | -1.70% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.26% | — | -0.54% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.18% | — | +0.15% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.14% | — | +2.92% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.08% | — | +7.28% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.02% | -0.09% | +0.77% | |
| 19 | PFE | Pfizer INC | 股票-醫療保健 | 0.95% | — | -1.84% | |
| 20 | CPRT | Copart INC | 股票-工業 | 0.90% | — | -2.15% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.89% | +0.22% | +18.84% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.89% | — | -2.47% | |
| 23 | INTC | Intel CORP | 股票-科技 | 0.87% | — | -1.97% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.86% | -0.13% | +2.41% | |
| 25 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.85% | -0.21% | -1.06% | |
| 26 | PEP | Pepsico INC | 股票-非循環性消費 | 0.84% | — | -1.68% | |
| 27 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.82% | -0.07% | +2.51% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.81% | +0.14% | -1.43% | |
| 29 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.74% | -0.07% | -3.08% | |
| 30 | ABBV | Abbvie INC | 股票-醫療保健 | 0.73% | — | -2.29% | |
| 31 | WMT | Walmart INC | 股票-非循環性消費 | 0.69% | +0.10% | +4.36% | |
| 32 | MA | Mastercard INC - A | 股票-金融 | 0.69% | -0.07% | -1.23% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.68% | — | +11.96% | |
| 34 | ACN | Accenture plc | 股票-科技 | 0.67% | -0.08% | -0.08% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.67% | — | -1.36% | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.66% | — | -1.67% | |
| 37 | HD | Home Depot INC | 股票-循環性消費 | 0.66% | — | +0.74% | |
| 38 | BA | Boeing Co/the | 股票-工業 | 0.64% | — | -1.46% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.62% | — | +1.78% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.62% | -0.05% | -3.71% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.60% | — | +5.59% | |
| 42 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.59% | -0.07% | +2.59% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.59% | +0.02% | +1.94% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.59% | -0.05% | -1.74% | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.58% | — | -1.17% | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.57% | — | -3.11% | |
| 47 | EMR | Emerson Electric Co | 股票-工業 | 0.56% | — | -1.31% | |
| 48 | AMT | American Tower CORP | 股票-房地產 | 0.54% | — | -1.41% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.54% | — | -1.63% | |
| 50 | PCAR | Paccar INC | 股票-工業 | 0.52% | — | -0.15% |