CIK: 0000315080
申報總市值
US$19.1億
僅顯示前 200 大持股（共 252 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 | 20.98% | -0.10% | -0.33% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.09% | -1.33% | +0.33% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.05% | +0.02% | -9.17% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.89% | — | -5.02% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 4.60% | -0.45% | +3.55% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 4.10% | +0.40% | -3.00% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 3.76% | — | -0.54% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.89% | +0.20% | +1.02% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.52% | -0.61% | +1.87% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.21% | -0.06% | +281.29% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.10% | -0.01% | +0.50% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.33% | — | -4.06% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.20% | — | -3.07% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.02% | +0.13% | +27.37% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.00% | — | -13.46% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.99% | — | +6.09% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.98% | +0.16% | -0.17% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.87% | — | -3.14% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.82% | -0.04% | +56.36% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.81% | +0.07% | -6.70% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.78% | -0.04% | -11.09% | |
| 22 | BND | Vanguard Total Bond Market | ETF-其他 | 0.78% | — | +3.00% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | -0.07% | +15.78% | |
| 24 | HON | Honeywell International INC | 股票-工業 | 0.63% | +0.06% | -9.59% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.59% | -0.04% | -12.86% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.57% | — | +5.03% | |
| 27 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.53% | — | +1.75% | |
| 28 | PFE | Pfizer INC | 股票-醫療保健 | 0.50% | — | +0.82% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.48% | -0.12% | +9.59% | |
| 30 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.48% | — | -2.82% | |
| 31 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.48% | — | +52.25% | |
| 32 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.46% | — | -8.50% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | -0.03% | -11.37% | |
| 34 | ABBV | Abbvie INC | 股票-醫療保健 | 0.42% | -0.03% | -4.09% | |
| 35 | MA | Mastercard INC - A | 股票-金融 | 0.39% | — | -23.28% | |
| 36 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.38% | -0.03% | -1.19% | |
| 37 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.37% | — | +90.26% | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.36% | — | -1.31% | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.35% | — | -14.33% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.34% | — | -13.87% | |
| 41 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.34% | — | -14.60% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.34% | — | +1.22% | |
| 43 | ADBE | Adobe INC | 股票-科技 | 0.31% | — | +47.76% | |
| 44 | CRM | Salesforce INC | 股票-科技 | 0.30% | — | — | |
| 45 | PEP | Pepsico INC | 股票-非循環性消費 | 0.30% | — | -9.67% | |
| 46 | T | At&t INC | 股票-通訊服務 | 0.29% | — | -7.63% | |
| 47 | DHR | Danaher CORP | 股票-醫療保健 | 0.28% | — | +1419.92% | |
| 48 | WMT | Walmart INC | 股票-非循環性消費 | 0.28% | +0.07% | -3.28% | |
| 49 | PYPL | Paypal Holdings INC | 股票-金融 | 0.28% | — | +476.41% | |
| 50 | UNP | Union Pacific CORP | 股票-工業 | 0.28% | — | +23.62% |