CIK: 0000036104
申報總市值
US$823.9億
僅顯示前 200 大持股（共 3943 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 | 5.97% | — | -3.82% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.73% | +0.02% | -5.19% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.33% | +0.12% | +9.28% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.40% | -0.61% | -0.55% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.40% | -0.10% | -1.48% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.25% | +0.24% | +3.07% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.70% | -0.16% | -1.98% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.47% | — | -0.89% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.31% | -0.21% | -1.58% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.74% | +0.22% | +0.11% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.42% | -0.07% | -0.34% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.28% | -0.13% | -1.15% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.22% | — | -2.18% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | -0.09% | -1.36% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.10% | +0.37% | +2.42% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.09% | — | +2.63% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.01% | +0.09% | +1.03% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.93% | — | -0.50% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 0.89% | -0.04% | -0.74% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.87% | — | +2.08% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.84% | — | -0.35% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.83% | — | -1.17% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.82% | — | -7.21% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.80% | — | +0.01% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.78% | -0.05% | +2.84% | |
| 26 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.77% | -0.07% | +2.42% | |
| 27 | HD | Home Depot INC | 股票-循環性消費 | 0.74% | — | -0.12% | |
| 28 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.74% | — | +4.00% | |
| 29 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.71% | — | +2.93% | |
| 30 | ABBV | Abbvie INC | 股票-醫療保健 | 0.66% | — | -0.46% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.65% | — | -0.66% | |
| 32 | PCAR | Paccar INC | 股票-工業 | 0.63% | — | +0.03% | |
| 33 | MA | Mastercard INC - A | 股票-金融 | 0.62% | -0.07% | -2.17% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.62% | +0.14% | -5.27% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | +0.20% | -0.12% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.58% | +0.10% | -3.65% | |
| 37 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.57% | +0.15% | -9.32% | |
| 38 | ACN | Accenture plc | 股票-科技 | 0.56% | -0.08% | -1.42% | |
| 39 | WMT | Walmart INC | 股票-非循環性消費 | 0.55% | +0.10% | +192.47% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.53% | -0.05% | +0.10% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.52% | -0.06% | +3.74% | |
| 42 | USB | US Bancorp | 股票-金融 | 0.51% | — | -3.08% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.51% | -0.05% | +1.50% | |
| 44 | TGT | Target CORP | 股票-循環性消費 | 0.50% | — | +1.36% | |
| 45 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.50% | -0.10% | -2.77% | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.49% | -0.07% | -0.20% | |
| 47 | PEP | Pepsico INC | 股票-非循環性消費 | 0.48% | — | -1.16% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.48% | +0.14% | +2.74% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.44% | -0.06% | -2.26% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | — | -0.63% |