CIK: 0000315080
申報總市值
US$19.1億
僅顯示前 200 大持股（共 226 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 11.62% | -1.33% | -0.56% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 8.37% | -0.45% | +1.84% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.50% | — | -0.32% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.68% | +0.02% | -0.37% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.44% | -0.10% | +0.61% | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 4.95% | — | -0.42% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 4.75% | +0.40% | -5.14% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.97% | -0.61% | +5.27% | |
| 9 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.83% | — | +0.18% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.48% | +0.20% | -0.00% | |
| 11 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 2.32% | -0.04% | +0.38% | |
| 12 | AAPL | Apple INC | 股票-科技 | 2.23% | -0.06% | +5.44% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.95% | -0.01% | +1.27% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.72% | +0.03% | +5.55% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.60% | -0.02% | -2.33% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.50% | +0.13% | +0.65% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.40% | — | +0.49% | |
| 18 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.26% | — | -1.90% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.23% | +0.16% | +0.71% | |
| 20 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.06% | -0.04% | +12.65% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 1.02% | — | +15.56% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.01% | — | -0.36% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.98% | -0.02% | +8.72% | |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.94% | — | -3.46% | |
| 25 | SUB | Ishares Short-term National | ETF-其他 | 0.80% | — | -6.77% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.73% | -0.12% | +8.97% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.69% | -0.04% | -0.76% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.61% | — | -3.76% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.54% | — | +0.22% | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 0.49% | -0.02% | +3.90% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | -0.03% | -16.98% | |
| 32 | WMT | Walmart INC | 股票-非循環性消費 | 0.41% | +0.07% | -1.04% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.41% | -0.07% | -29.69% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.40% | — | -5.05% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.38% | +0.07% | -7.14% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.37% | -0.07% | -5.95% | |
| 37 | TSLA | Tesla INC | 股票-循環性消費 | 0.37% | -0.05% | -1.36% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.33% | — | -4.41% | |
| 39 | ABBV | Abbvie INC | 股票-醫療保健 | 0.33% | -0.03% | -1.68% | |
| 40 | CAT | Caterpillar INC | 股票-工業 | 0.32% | — | +5.28% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | +0.13% | -1.71% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.31% | — | -14.78% | |
| 43 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.31% | — | +16.30% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.30% | — | +4.63% | |
| 45 | WDC | Western Digital CORP | 股票-科技 | 0.29% | — | -23.26% | |
| 46 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.27% | — | -1.10% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.27% | -0.04% | -14.44% | |
| 48 | HON | Honeywell International INC | 股票-工業 | 0.27% | +0.06% | -28.62% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.26% | — | -15.93% | |
| 50 | NFLX | Netflix INC | 股票-通訊服務 | 0.26% | -0.09% | +1081.85% |