CIK: 0001091860
申報總市值
US$2.1億
僅顯示前 200 大持股（共 385 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 5.48% | — | -2.34% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 5.17% | +0.35% | +49.35% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 4.29% | — | -7.20% | |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 2.77% | — | +75.18% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.65% | — | -4.99% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.30% | -0.09% | +2.99% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.29% | — | -0.86% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.28% | +0.17% | +8.33% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.76% | — | -2.56% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.73% | — | +11.38% | |
| 11 | BND | Vanguard Total Bond Market | ETF-其他 | 1.63% | +0.08% | -10.00% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.23% | +0.30% | -17.74% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.17% | — | +45.22% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.06% | +0.11% | NEW | |
| 15 | AVGO | Broadcom INC | 股票-科技 | 1.03% | +0.19% | NEW | |
| 16 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.98% | -0.08% | EXIT | |
| 17 | ELV | Elevance Health INC | 股票-醫療保健 | 0.92% | — | — | |
| 18 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.89% | — | -6.13% | |
| 19 | KDP | Keurig Dr Pepper INC | 股票-非循環性消費 | 0.89% | — | — | |
| 20 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.84% | -0.25% | -1.35% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.82% | — | +8.60% | |
| 22 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.80% | +0.10% | -4.88% | |
| 23 | HDSUSD | Hd Supply Holdings INC | 股票-其他 | 0.76% | — | — | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.74% | -0.73% | +11.47% | |
| 25 | ODFL | Old Dominion Freight Line | 股票-工業 | 0.71% | — | -23.46% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.71% | — | -17.77% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.71% | -0.26% | -18.37% | |
| 28 | KO | The Coca-Cola Company | 股票-非循環性消費 | 0.69% | — | +40.91% | |
| 29 | UDR | Udr INC | 股票-房地產 | 0.69% | — | +247.93% | |
| 30 | TMUS | T-mobile US INC | 股票-通訊服務 | 0.68% | — | +102.57% | |
| 31 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.67% | — | -28.56% | |
| 32 | ADBE | Adobe INC | 股票-科技 | 0.67% | — | -35.38% | |
| 33 | VTV | Vanguard Value ETF | ETF-其他 | 0.65% | — | +69.62% | |
| 34 | ILMN | Illumina INC | 股票-醫療保健 | 0.63% | — | -6.71% | |
| 35 | NDAQ | Nasdaq INC | 股票-金融 | 0.63% | — | — | |
| 36 | LULU | Lululemon Athletica INC | 股票-循環性消費 | 0.61% | — | -1.07% | |
| 37 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.59% | — | — | |
| 38 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.58% | -0.18% | EXIT | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.56% | — | — | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.56% | — | — | |
| 41 | COF | Capital One Financial CORP | 股票-金融 | 0.55% | — | -3.92% | |
| 42 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.53% | — | +3.70% | |
| 43 | PGR | Progressive CORP | 股票-金融 | 0.53% | — | -49.01% | |
| 44 | CBOE | Cboe Global Markets INC | 股票-金融 | 0.53% | — | +115.33% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.52% | — | — | |
| 46 | STE | STERIS plc | 股票-醫療保健 | 0.52% | — | +98.67% | |
| 47 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.51% | — | -2.61% | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.50% | — | +9.67% | |
| 49 | OMC | Omnicom Group | 股票-通訊服務 | 0.50% | — | — | |
| 50 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.50% | — | — |