CIK: 0001007295
申報總市值
US$73.8億
僅顯示前 200 大持股（共 206 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 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 6.16% | -0.10% | -5.47% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.39% | -0.99% | -1.76% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.83% | -0.47% | -5.93% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.76% | +0.25% | +409.82% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.87% | -0.18% | -1.47% | |
| 6 | BRGIX | Bridges Investment Fund-i | 股票-其他 | 3.57% | — | -2.76% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.46% | -0.32% | -3.85% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.35% | +0.55% | -0.06% | |
| 9 | MA | Mastercard INC - A | 股票-金融 | 3.16% | -0.20% | -4.07% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.11% | -0.05% | -0.74% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 3.03% | -0.03% | -4.16% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.82% | +0.24% | -5.35% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.72% | +0.25% | -0.56% | |
| 14 | UNP | Union Pacific CORP | 股票-工業 | 1.89% | -0.10% | -5.24% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.81% | -0.08% | -1.23% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.80% | -0.16% | -3.75% | |
| 17 | ODFL | Old Dominion Freight Line | 股票-工業 | 1.79% | +0.32% | +92.72% | |
| 18 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.65% | — | -1.55% | |
| 19 | PANW | Palo Alto Networks INC | 股票-科技 | 1.59% | -0.15% | -0.03% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.51% | -0.06% | -1.19% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.36% | -0.11% | -2.35% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.34% | — | +2.05% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.34% | -0.08% | -6.63% | |
| 24 | PGR | Progressive CORP | 股票-金融 | 1.28% | -0.10% | -4.56% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.19% | — | -0.64% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.17% | -0.18% | -1.35% | |
| 27 | LOW | Lowe's Cos INC | 股票-循環性消費 | 1.13% | — | +7.60% | |
| 28 | NOW | Servicenow INC | 股票-科技 | 1.10% | -0.05% | +4.88% | |
| 29 | BLKCHF | Blackrock INC | 股票-其他 | 1.09% | — | -5.38% | |
| 30 | SPGI | S&p Global INC | 股票-金融 | 1.07% | -0.09% | +1.55% | |
| 31 | ADBE | Adobe INC | 股票-科技 | 1.05% | -0.20% | -1.57% | |
| 32 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.91% | -0.11% | -5.58% | |
| 33 | HD | Home Depot INC | 股票-循環性消費 | 0.89% | — | -34.38% | |
| 34 | CASY | Casey's General Stores INC | 股票-循環性消費 | 0.84% | +0.43% | -2.01% | |
| 35 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.83% | -0.17% | +4.44% | |
| 36 | ICE | Intercontinental Exchange In | 股票-金融 | 0.78% | — | +12.98% | |
| 37 | ALC | Alcon Inc. | 股票-醫療保健 | 0.73% | — | -4.73% | |
| 38 | LAD | Lithia Motors INC | 股票-循環性消費 | 0.69% | -0.24% | +40.35% | |
| 39 | CHE | Chemed CORP | 股票-醫療保健 | 0.67% | — | -3.60% | |
| 40 | BWXT | Bwx Technologies INC | 股票-工業 | 0.65% | -0.38% | -5.59% | |
| 41 | EOG | Eog Resources INC | 股票-能源 | 0.64% | +0.21% | -0.85% | |
| 42 | CPRT | Copart INC | 股票-工業 | 0.59% | +0.12% | -2.04% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.59% | — | — | |
| 44 | ULTA | Ulta Beauty INC | 股票-循環性消費 | 0.56% | -0.13% | -2.67% | |
| 45 | ZTS | Zoetis INC | 股票-醫療保健 | 0.55% | +0.12% | +64.27% | |
| 46 | ATR | Aptargroup INC | 股票-醫療保健 | 0.54% | — | -1.99% | |
| 47 | PEP | Pepsico INC | 股票-非循環性消費 | 0.52% | — | -6.47% | |
| 48 | CTAS | Cintas CORP | 股票-工業 | 0.50% | -0.02% | +12.82% | |
| 49 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.48% | — | -5.68% | |
| 50 | ABBV | Abbvie INC | 股票-醫療保健 | 0.46% | — | -2.36% |