CIK: 0000315080
申報總市值
US$19.1億
僅顯示前 200 大持股（共 246 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 | 18.53% | -0.10% | -8.09% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.56% | -1.33% | -2.62% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.70% | — | -0.70% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 5.47% | -0.45% | -0.85% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.38% | +0.02% | -0.58% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 4.72% | +0.40% | -0.05% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 4.51% | — | -1.33% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.00% | +0.13% | +1.21% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.67% | -0.01% | +39.40% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.33% | -0.61% | +0.01% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.07% | +0.20% | — | |
| 12 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 2.05% | — | +2.48% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.72% | -0.06% | -3.38% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.62% | +0.16% | -1.56% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.40% | — | -0.56% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.34% | -0.04% | +831.78% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.04% | — | -0.76% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.95% | — | — | |
| 19 | BND | Vanguard Total Bond Market | ETF-其他 | 0.83% | — | -1.12% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.75% | — | -1.98% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.75% | — | -3.20% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.60% | -0.04% | +0.21% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.57% | +0.07% | -0.05% | |
| 24 | HON | Honeywell International INC | 股票-工業 | 0.56% | +0.06% | -0.16% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | -0.07% | +0.09% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.55% | — | — | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.52% | — | -11.60% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | -0.03% | +9.74% | |
| 29 | ABBV | Abbvie INC | 股票-醫療保健 | 0.45% | -0.03% | -0.20% | |
| 30 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.44% | -0.04% | +1.50% | |
| 31 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.40% | — | +0.99% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.40% | — | -1.74% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.39% | — | — | |
| 34 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.36% | — | -0.40% | |
| 35 | PFE | Pfizer INC | 股票-醫療保健 | 0.34% | — | +1.67% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.34% | -0.04% | -13.14% | |
| 37 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.32% | — | -2.01% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.32% | -0.02% | -5.55% | |
| 39 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.31% | — | -4.53% | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.31% | — | -15.08% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.30% | -0.02% | +85.90% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.30% | +0.13% | +2.99% | |
| 43 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 0.30% | — | +587.86% | |
| 44 | IDV | Ishares International Select | ETF-其他 | 0.30% | — | -5.37% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.29% | — | -4.86% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.28% | — | -0.37% | |
| 47 | CAT | Caterpillar INC | 股票-工業 | 0.28% | — | -5.53% | |
| 48 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.24% | — | -1.02% | |
| 49 | TDG | Transdigm Group INC | 股票-工業 | 0.24% | — | +12.16% | |
| 50 | WMT | Walmart INC | 股票-非循環性消費 | 0.24% | +0.07% | +1.92% |