CIK: 0000036104
申報總市值
US$823.9億
僅顯示前 200 大持股（共 3951 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 | 6.82% | — | +5.88% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.34% | +0.02% | +6.97% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.99% | +0.12% | +9.95% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.32% | -0.10% | -0.97% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.27% | -0.16% | -2.29% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.05% | +0.24% | +3.00% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.02% | -0.61% | -1.70% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.36% | — | +5.46% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.00% | -0.21% | +0.29% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.83% | +0.22% | +3.85% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.31% | -0.13% | -1.65% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.27% | — | +23754.05% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.20% | — | +6.24% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.18% | -0.07% | -2.02% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.03% | +0.37% | +3.73% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.01% | — | +0.02% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.96% | -0.09% | -1.61% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.93% | +0.09% | -32.57% | |
| 19 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.90% | -0.07% | +1.31% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.89% | — | -0.87% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.88% | — | +9.24% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.84% | — | +0.84% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.82% | — | -0.30% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.79% | — | -0.55% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | +0.14% | -2.39% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.75% | — | -2.72% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | +0.20% | -2.45% | |
| 28 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.71% | — | +3.74% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.70% | -0.05% | +3.27% | |
| 30 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.70% | — | +1.22% | |
| 31 | HD | Home Depot INC | 股票-循環性消費 | 0.69% | — | +0.33% | |
| 32 | ABBV | Abbvie INC | 股票-醫療保健 | 0.64% | — | +1.33% | |
| 33 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.63% | +0.15% | -4.06% | |
| 34 | MA | Mastercard INC - A | 股票-金融 | 0.63% | -0.07% | +1.04% | |
| 35 | WMT | Walmart INC | 股票-非循環性消費 | 0.58% | +0.10% | -0.62% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.58% | -0.08% | -0.30% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.57% | +0.14% | +0.34% | |
| 38 | PEP | Pepsico INC | 股票-非循環性消費 | 0.56% | — | -0.83% | |
| 39 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.54% | +0.10% | +1.04% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.54% | -0.05% | +6.03% | |
| 41 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.51% | -0.10% | -4.46% | |
| 42 | PCAR | Paccar INC | 股票-工業 | 0.50% | — | +0.12% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.50% | -0.05% | +1.85% | |
| 44 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.50% | -0.07% | -0.14% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.48% | -0.04% | -0.04% | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.47% | — | -2.51% | |
| 47 | USB | US Bancorp | 股票-金融 | 0.47% | — | -0.91% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.46% | -0.06% | -0.77% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | — | -3.28% | |
| 50 | PFE | Pfizer INC | 股票-醫療保健 | 0.42% | — | -2.37% |