CIK: 0000036104
申報總市值
US$823.9億
僅顯示前 200 大持股（共 3937 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 | 6.66% | — | -3.49% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.81% | +0.02% | +9.90% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.26% | +0.12% | +11.84% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.32% | -0.10% | -0.62% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.28% | -0.16% | -1.58% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.25% | -0.61% | -0.16% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.18% | +0.24% | +5.33% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.45% | — | +1.81% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.86% | -0.21% | -5.93% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.81% | +0.22% | +2.98% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.28% | — | +16265.34% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.27% | -0.07% | +0.01% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.27% | -0.13% | +0.45% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.14% | — | -0.94% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.09% | +0.37% | +2.87% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.02% | +0.09% | +21.66% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.01% | -0.09% | -0.35% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.90% | — | -2.70% | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.87% | — | +3.42% | |
| 20 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.85% | -0.07% | -1.81% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.84% | — | +1.26% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.84% | — | +1.38% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.81% | — | -1.01% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.80% | — | -2.06% | |
| 25 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.77% | — | +2.47% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.74% | -0.05% | +1.84% | |
| 27 | HD | Home Depot INC | 股票-循環性消費 | 0.71% | — | +0.31% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.71% | — | -10.56% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.69% | +0.14% | -2.79% | |
| 30 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.68% | — | -2.75% | |
| 31 | ACN | Accenture plc | 股票-科技 | 0.61% | -0.08% | +1.80% | |
| 32 | MA | Mastercard INC - A | 股票-金融 | 0.60% | -0.07% | -3.90% | |
| 33 | ABBV | Abbvie INC | 股票-醫療保健 | 0.60% | — | -0.50% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.57% | +0.10% | -2.25% | |
| 35 | USB | US Bancorp | 股票-金融 | 0.55% | — | -1.96% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | +0.20% | -1.48% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.53% | -0.05% | +4.31% | |
| 38 | PCAR | Paccar INC | 股票-工業 | 0.52% | — | +0.03% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.52% | -0.04% | +6.48% | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.52% | -0.10% | +5.19% | |
| 41 | WMT | Walmart INC | 股票-非循環性消費 | 0.52% | +0.10% | +0.37% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | -0.05% | -1.96% | |
| 43 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.51% | -0.07% | -0.67% | |
| 44 | PEP | Pepsico INC | 股票-非循環性消費 | 0.50% | — | -1.17% | |
| 45 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.49% | +0.15% | -12.46% | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.48% | — | -1.17% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.47% | +0.14% | +0.21% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.44% | -0.06% | -0.65% | |
| 49 | MMM | 3m Co | 股票-工業 | 0.42% | — | -3.78% | |
| 50 | TGT | Target CORP | 股票-循環性消費 | 0.42% | — | -0.48% |