CIK: 0000036104
申報總市值
US$823.9億
僅顯示前 200 大持股（共 4106 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.43% | — | -11.37% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.77% | +0.02% | +3.94% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.44% | -0.10% | +1.87% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.90% | -0.16% | +9.39% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.84% | +0.12% | +3.66% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.64% | -0.61% | +11.49% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.37% | +0.24% | +0.32% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.27% | — | +0.10% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.63% | +0.22% | +0.73% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.50% | -0.21% | +7.84% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.45% | +0.09% | +53.40% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.30% | — | +45.45% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.26% | — | +9.59% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.18% | — | +8.54% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.07% | — | +165.52% | |
| 16 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.06% | -0.07% | +5.90% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.02% | +0.14% | +6.30% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.02% | -0.09% | +16.22% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.01% | +0.37% | +8.91% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.00% | -0.13% | +17.70% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.97% | — | +6.67% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.91% | — | +16.78% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.90% | -0.07% | +7.04% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.88% | — | -7.53% | |
| 25 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.87% | — | +2.45% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.84% | — | +8.03% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.79% | — | +50.88% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.79% | — | +14.05% | |
| 29 | HD | Home Depot INC | 股票-循環性消費 | 0.78% | — | +16.68% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | +0.20% | +5.81% | |
| 31 | PFE | Pfizer INC | 股票-醫療保健 | 0.76% | — | +11.09% | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.74% | — | +3.60% | |
| 33 | ABBV | Abbvie INC | 股票-醫療保健 | 0.74% | — | +1.83% | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.70% | — | +9.20% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.69% | +0.14% | +29.65% | |
| 36 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.69% | — | +9.58% | |
| 37 | USB | US Bancorp | 股票-金融 | 0.69% | — | -1.07% | |
| 38 | PEP | Pepsico INC | 股票-非循環性消費 | 0.67% | — | +6.51% | |
| 39 | MMM | 3m Co | 股票-工業 | 0.65% | — | -6.96% | |
| 40 | MA | Mastercard INC - A | 股票-金融 | 0.63% | -0.07% | +9.23% | |
| 41 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.62% | -0.07% | +7.56% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.60% | -0.05% | -5.56% | |
| 43 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.58% | +0.15% | -4.89% | |
| 44 | WMT | Walmart INC | 股票-非循環性消費 | 0.58% | +0.10% | +1.27% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.57% | -0.08% | +0.32% | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.55% | — | +16.24% | |
| 47 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.54% | — | +82.86% | |
| 48 | TGT | Target CORP | 股票-循環性消費 | 0.53% | — | +8.10% | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.50% | +0.10% | +16.37% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.48% | -0.05% | +45.78% |