CIK: 0000315080
申報總市值
US$19.1億
僅顯示前 200 大持股（共 256 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 | 21.00% | -0.10% | +0.59% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.08% | — | -0.60% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.03% | -1.33% | +7.82% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 5.63% | -0.45% | +10.52% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.38% | +0.02% | -2.63% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 4.34% | +0.40% | +11.47% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 3.73% | — | -0.15% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.51% | +0.13% | +1.67% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.83% | +0.20% | +0.07% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.41% | -0.61% | -13.04% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.09% | -0.01% | +1.05% | |
| 12 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 2.07% | — | +10.05% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.77% | -0.06% | -11.22% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.54% | +0.16% | +2.28% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.41% | — | +9.48% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.25% | — | -0.57% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.96% | — | — | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.92% | — | +36.29% | |
| 19 | BND | Vanguard Total Bond Market | ETF-其他 | 0.77% | — | -0.96% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.73% | — | +0.10% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.62% | -0.04% | -5.20% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.59% | -0.04% | -1.17% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.59% | -0.04% | +4.60% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.56% | +0.07% | -4.12% | |
| 25 | HON | Honeywell International INC | 股票-工業 | 0.55% | +0.06% | -0.78% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.55% | — | — | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | -0.03% | -0.13% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | -0.07% | -19.64% | |
| 29 | PFE | Pfizer INC | 股票-醫療保健 | 0.45% | — | -8.50% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.39% | -0.02% | -0.65% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.39% | — | — | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.37% | — | +30.27% | |
| 33 | QCOM | Qualcomm INC | 股票-科技 | 0.35% | — | +14.93% | |
| 34 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.32% | — | -8.21% | |
| 35 | ADBE | Adobe INC | 股票-科技 | 0.31% | — | -17.01% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.29% | -0.02% | +7.64% | |
| 37 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.29% | — | — | |
| 38 | AMAT | Applied Materials INC | 股票-科技 | 0.29% | — | -3.13% | |
| 39 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.28% | — | -5.41% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.28% | — | +11.72% | |
| 41 | ABBV | Abbvie INC | 股票-醫療保健 | 0.28% | -0.03% | -13.98% | |
| 42 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.26% | -0.03% | -14.39% | |
| 43 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.26% | — | -1.19% | |
| 44 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.25% | — | +34.19% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.25% | — | -0.06% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.24% | — | +2.54% | |
| 47 | CAT | Caterpillar INC | 股票-工業 | 0.24% | — | +0.09% | |
| 48 | DHR | Danaher CORP | 股票-醫療保健 | 0.24% | — | -0.79% | |
| 49 | UNP | Union Pacific CORP | 股票-工業 | 0.23% | — | -1.66% | |
| 50 | NEE | Nextera Energy INC | 股票-公用事業 | 0.21% | — | -1.79% |