CIK: 0000036104
申報總市值
US$823.9億
僅顯示前 200 大持股（共 3634 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 | 4.62% | -0.10% | -0.85% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.50% | -0.16% | -1.85% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.47% | -0.61% | -1.03% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.34% | +0.12% | +3.07% | |
| 5 | MMM | 3m Co | 股票-工業 | 2.07% | — | -0.86% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.07% | +0.24% | +5.47% | |
| 7 | USB | US Bancorp | 股票-金融 | 1.83% | — | -6.41% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.75% | — | -0.14% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.54% | — | -1.26% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.46% | — | +9.01% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.38% | +0.02% | +8.14% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.32% | — | -0.77% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.32% | +0.14% | -1.87% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.29% | +0.22% | +7.54% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.27% | -0.07% | +2.00% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | -0.09% | -1.65% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.19% | — | +3.39% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.18% | — | +2.69% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.13% | — | -0.08% | |
| 20 | CPRT | Copart INC | 股票-工業 | 1.03% | — | -12.87% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.00% | — | -2.11% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | +0.20% | -2.84% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.89% | -0.13% | +2.12% | |
| 24 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.88% | -0.07% | -2.58% | |
| 25 | INTC | Intel CORP | 股票-科技 | 0.81% | — | -2.34% | |
| 26 | PEP | Pepsico INC | 股票-非循環性消費 | 0.78% | — | -1.34% | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 0.76% | -0.07% | -0.31% | |
| 28 | WMT | Walmart INC | 股票-非循環性消費 | 0.74% | +0.10% | -0.39% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.73% | -0.21% | -0.13% | |
| 30 | PFE | Pfizer INC | 股票-醫療保健 | 0.72% | — | -1.77% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.72% | — | +5.98% | |
| 32 | ACN | Accenture plc | 股票-科技 | 0.68% | -0.08% | -1.61% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.66% | +0.14% | -3.21% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.66% | — | -1.94% | |
| 35 | ABBV | Abbvie INC | 股票-醫療保健 | 0.65% | — | -6.63% | |
| 36 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.65% | -0.07% | -2.50% | |
| 37 | HD | Home Depot INC | 股票-循環性消費 | 0.63% | — | -1.86% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | -0.05% | -0.71% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.59% | -0.05% | -0.49% | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.59% | — | -1.14% | |
| 41 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.59% | — | -1.10% | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.59% | — | +3.19% | |
| 43 | AMT | American Tower CORP | 股票-房地產 | 0.57% | — | +0.89% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.56% | -0.04% | -0.64% | |
| 45 | PCAR | Paccar INC | 股票-工業 | 0.54% | — | -0.17% | |
| 46 | EMR | Emerson Electric Co | 股票-工業 | 0.52% | — | -1.85% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | -0.06% | -2.17% | |
| 48 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.51% | — | +0.66% | |
| 49 | WFC | Wells Fargo & Co | 股票-金融 | 0.50% | — | -2.69% | |
| 50 | TGT | Target CORP | 股票-循環性消費 | 0.50% | — | -1.60% |