CIK: 0000036104
申報總市值
US$823.9億
僅顯示前 200 大持股（共 3623 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 | 4.57% | -0.10% | -1.12% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.44% | +0.12% | +32.71% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.34% | -0.61% | -1.69% | |
| 4 | MMM | 3m Co | 股票-工業 | 2.08% | — | -0.51% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.07% | -0.16% | -0.61% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.96% | +0.24% | +7.42% | |
| 7 | USB | US Bancorp | 股票-金融 | 1.94% | — | -4.39% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.75% | — | -0.13% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.66% | — | -2.87% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.34% | — | +20.24% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.33% | — | +1.65% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.27% | +0.14% | -1.26% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.25% | +0.02% | +63.29% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.25% | -0.07% | +0.93% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.23% | — | +8.71% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.16% | +0.22% | +14.51% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.14% | — | +0.81% | |
| 18 | CPRT | Copart INC | 股票-工業 | 1.11% | — | -0.02% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | -0.09% | -0.34% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.10% | — | -4.49% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.09% | +0.20% | -2.56% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.01% | — | -10.61% | |
| 23 | PEP | Pepsico INC | 股票-非循環性消費 | 0.85% | — | -1.91% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.85% | -0.13% | +1.07% | |
| 25 | WMT | Walmart INC | 股票-非循環性消費 | 0.79% | +0.10% | -1.50% | |
| 26 | INTC | Intel CORP | 股票-科技 | 0.77% | — | -0.94% | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 0.73% | -0.07% | -1.29% | |
| 28 | HD | Home Depot INC | 股票-循環性消費 | 0.73% | — | -2.30% | |
| 29 | PFE | Pfizer INC | 股票-醫療保健 | 0.72% | — | -3.87% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.72% | +0.14% | -1.91% | |
| 31 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.71% | -0.07% | +0.41% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.70% | — | +6.97% | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.69% | — | -1.16% | |
| 34 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.68% | -0.07% | -4.67% | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.68% | — | +5.93% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.67% | -0.08% | -1.62% | |
| 37 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.66% | -0.21% | -0.55% | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.64% | — | -3.41% | |
| 39 | BA | Boeing Co/the | 股票-工業 | 0.61% | — | +1.08% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.59% | -0.05% | -6.46% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.58% | — | -2.17% | |
| 42 | AMT | American Tower CORP | 股票-房地產 | 0.58% | — | +0.12% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.58% | -0.05% | -3.46% | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.56% | — | +2.23% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.52% | — | +0.84% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | -0.06% | -1.38% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.52% | — | -5.26% | |
| 48 | WFC | Wells Fargo & Co | 股票-金融 | 0.52% | — | -4.51% | |
| 49 | PCAR | Paccar INC | 股票-工業 | 0.51% | — | +0.15% | |
| 50 | EMR | Emerson Electric Co | 股票-工業 | 0.50% | — | -1.74% |