CIK: 0000036104
申報總市值
US$823.9億
僅顯示前 200 大持股（共 4166 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 6.41% | -1.83% | +5.22% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.58% | +0.02% | +2.34% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.50% | +0.12% | +0.05% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.45% | +0.24% | +3.74% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.33% | -0.10% | -1.00% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.25% | -0.16% | -1.40% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.82% | -0.61% | -1.90% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.20% | — | +2.21% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.95% | +0.22% | +5.65% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.59% | -0.21% | -31.39% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.47% | -0.07% | -0.17% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.26% | -0.13% | -0.12% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.25% | -0.09% | -1.30% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.17% | — | +112.74% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.15% | -0.04% | +3.15% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.06% | +0.09% | -34.45% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.06% | +0.37% | +2.71% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.03% | — | +2.12% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.96% | — | -2.38% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.92% | — | -0.32% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.89% | — | -3.52% | |
| 22 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.86% | — | +4.82% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.85% | -0.05% | -4.15% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.82% | — | -0.13% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.81% | — | +0.46% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.77% | — | -1.96% | |
| 27 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.77% | -0.07% | -2.20% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.74% | — | -0.99% | |
| 29 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.73% | — | +2.45% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.72% | — | +0.10% | |
| 31 | WMT | Walmart INC | 股票-非循環性消費 | 0.71% | +0.10% | -2.97% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.70% | -0.06% | +3.06% | |
| 33 | ABBV | Abbvie INC | 股票-醫療保健 | 0.69% | — | -1.54% | |
| 34 | HD | Home Depot INC | 股票-循環性消費 | 0.68% | — | -0.26% | |
| 35 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.67% | +0.10% | -2.16% | |
| 36 | MA | Mastercard INC - A | 股票-金融 | 0.66% | -0.07% | -1.60% | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.66% | -0.10% | +10.98% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.61% | — | -11.00% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.58% | +0.14% | -2.21% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | +0.20% | -1.19% | |
| 41 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.52% | — | +1.48% | |
| 42 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.52% | -0.07% | -1.56% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | -0.05% | +0.62% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.50% | +0.14% | +0.57% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | -0.06% | -2.27% | |
| 46 | PCAR | Paccar INC | 股票-工業 | 0.47% | — | -0.07% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.46% | -0.08% | +0.19% | |
| 48 | MMM | 3m Co | 股票-工業 | 0.45% | — | -2.21% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.45% | -0.05% | +1.04% | |
| 50 | USB | US Bancorp | 股票-金融 | 0.43% | — | -2.55% |