CIK: 0000315080
申報總市值
US$19.1億
僅顯示前 200 大持股（共 259 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 | 20.67% | -0.10% | -1.75% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.94% | -1.33% | +4.26% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.93% | — | -0.17% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.38% | +0.02% | -2.05% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 4.96% | -0.45% | +5.52% | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 4.03% | — | +0.62% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 3.86% | +0.40% | +6.46% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.43% | +0.13% | +1.61% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.02% | +0.20% | — | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.50% | -0.61% | -1.34% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.26% | -0.01% | +7.26% | |
| 12 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.99% | — | +39.69% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.71% | -0.06% | -0.75% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.63% | +0.16% | +6.05% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.35% | — | +2.71% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.34% | — | +10.27% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.03% | — | +48.78% | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 0.84% | — | +6.23% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.81% | — | -0.01% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.68% | — | — | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.65% | -0.04% | -0.39% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.64% | -0.07% | -1.52% | |
| 23 | HON | Honeywell International INC | 股票-工業 | 0.61% | +0.06% | -2.16% | |
| 24 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.59% | -0.04% | -10.50% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.59% | +0.07% | +0.02% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.56% | — | — | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.55% | -0.04% | -0.95% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | -0.03% | -0.58% | |
| 29 | ADBE | Adobe INC | 股票-科技 | 0.41% | — | +0.15% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.39% | — | — | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.39% | -0.02% | +18.91% | |
| 32 | PFE | Pfizer INC | 股票-醫療保健 | 0.39% | — | -3.72% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.35% | -0.12% | -11.18% | |
| 34 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.33% | — | -3.79% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.32% | — | -3.86% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.31% | — | +42.14% | |
| 37 | PYPL | Paypal Holdings INC | 股票-金融 | 0.29% | — | -10.74% | |
| 38 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.28% | — | — | |
| 39 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.28% | -0.03% | -0.90% | |
| 40 | ABBV | Abbvie INC | 股票-醫療保健 | 0.28% | -0.03% | -10.53% | |
| 41 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.27% | — | -6.44% | |
| 42 | AMAT | Applied Materials INC | 股票-科技 | 0.26% | — | -19.30% | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.26% | — | -0.05% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.24% | — | -0.53% | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.24% | — | -4.50% | |
| 46 | CAT | Caterpillar INC | 股票-工業 | 0.24% | — | +0.58% | |
| 47 | DHR | Danaher CORP | 股票-醫療保健 | 0.24% | — | +1.91% | |
| 48 | QCOM | Qualcomm INC | 股票-科技 | 0.23% | — | +11.26% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.22% | — | -11.61% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.21% | +0.13% | -14.52% |