CIK: 0000036104
申報總市值
US$823.9億
僅顯示前 200 大持股（共 4143 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 | 6.35% | -1.83% | -4.97% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.49% | +0.12% | +29.13% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.61% | +0.02% | -3.44% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.61% | +0.24% | +0.70% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.46% | -0.61% | -2.01% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.43% | -0.10% | -0.75% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.76% | -0.16% | -2.24% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.09% | +0.22% | +2.37% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.61% | — | -27.98% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.59% | -0.07% | -0.09% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.59% | -0.04% | +0.94% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.49% | +0.17% | +2677.08% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.36% | -0.09% | -1.93% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.35% | -0.21% | -4.31% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.35% | -0.13% | -0.51% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.09% | — | +4.13% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.97% | — | +34.36% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.95% | -0.05% | +1.48% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.86% | -0.06% | +1.92% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.84% | — | -0.70% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.83% | +0.09% | -25.69% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.83% | — | — | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.82% | — | -3.26% | |
| 24 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.81% | — | +2.43% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | — | +0.25% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.77% | — | -1.80% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.72% | — | -1.92% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.72% | +0.37% | -32.88% | |
| 29 | WMT | Walmart INC | 股票-非循環性消費 | 0.72% | +0.10% | -2.86% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.69% | — | -2.56% | |
| 31 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.66% | -0.10% | -3.55% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.65% | +0.10% | -2.07% | |
| 33 | HD | Home Depot INC | 股票-循環性消費 | 0.65% | — | +0.06% | |
| 34 | MA | Mastercard INC - A | 股票-金融 | 0.63% | -0.07% | -1.02% | |
| 35 | ABBV | Abbvie INC | 股票-醫療保健 | 0.57% | — | -1.59% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.57% | — | +0.20% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.55% | -0.05% | -2.04% | |
| 38 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.50% | +0.09% | +36940.70% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.50% | +0.14% | -0.49% | |
| 40 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.49% | -0.07% | -1.71% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | +0.20% | -1.76% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.47% | -0.05% | +1.54% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.46% | -0.08% | +0.01% | |
| 44 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.45% | — | -0.81% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.45% | -0.06% | -0.87% | |
| 46 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.45% | — | +4.34% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.44% | -0.06% | -2.57% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.44% | -0.04% | -1.07% | |
| 49 | AVGO | Broadcom INC | 股票-科技 | 0.43% | -0.04% | +2.01% | |
| 50 | PCAR | Paccar INC | 股票-工業 | 0.43% | — | -0.53% |