CIK: 0001399794
申報總市值
US$51.1億
僅顯示前 200 大持股（共 281 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 27.68% | +0.10% | -4.41% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 16.60% | — | +32.95% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 10.20% | — | +33.01% | |
| 4 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股與成長 | 7.15% | -0.16% | +3.49% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 5.11% | — | -5.62% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.84% | -0.23% | +303.88% | |
| 7 | CCFEUR | Chase CORP | 股票-其他 | 1.84% | — | — | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.78% | -0.74% | +18.81% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.71% | -0.07% | -0.04% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.88% | -0.22% | -0.23% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.77% | +0.11% | -0.85% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.76% | — | -0.60% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | — | +0.25% | |
| 14 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.65% | -0.14% | -0.63% | |
| 15 | HD | Home Depot INC | 股票-循環性消費 | 0.62% | -0.15% | +2.20% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | +0.05% | -1.42% | |
| 17 | INTC | Intel CORP | 股票-科技 | 0.50% | — | -11.21% | |
| 18 | ADI | Analog Devices INC | 股票-科技 | 0.46% | — | — | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.42% | -0.14% | -0.25% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.41% | — | — | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.41% | -0.17% | -0.25% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.40% | — | -28.73% | |
| 23 | EQAL | Invesco Russell 1000 Equal W | ETF-其他 | 0.37% | — | -49.13% | |
| 24 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.37% | — | -0.23% | |
| 25 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.37% | +0.04% | -2.91% | |
| 26 | LSXMKUSD | Liberty Media Cor-siriusxm C | 股票-其他 | 0.33% | — | — | |
| 27 | PFE | Pfizer INC | 股票-醫療保健 | 0.33% | — | -2.21% | |
| 28 | ABBV | Abbvie INC | 股票-醫療保健 | 0.32% | — | -0.51% | |
| 29 | GIS | General Mills INC | 股票-非循環性消費 | 0.31% | — | +0.44% | |
| 30 | ADP | Automatic Data Processing | 股票-科技 | 0.29% | -0.05% | -0.40% | |
| 31 | AMGN | Amgen INC | 股票-醫療保健 | 0.29% | — | -1.47% | |
| 32 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.28% | — | -10.78% | |
| 33 | AXP | American Express Co | 股票-金融 | 0.27% | -0.06% | -0.04% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.27% | — | -0.37% | |
| 35 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.26% | — | -1.15% | |
| 36 | ITW | Illinois Tool Works | 股票-工業 | 0.26% | — | -0.12% | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.25% | — | -2.39% | |
| 38 | PEP | Pepsico INC | 股票-非循環性消費 | 0.25% | — | -0.34% | |
| 39 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.22% | -0.05% | +0.79% | |
| 40 | SPGI | S&p Global INC | 股票-金融 | 0.22% | — | +4.48% | |
| 41 | GLDM1USD | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.22% | — | +311.28% | |
| 42 | MMM | 3m Co | 股票-工業 | 0.21% | — | -4.15% | |
| 43 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.21% | — | +8.98% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.20% | +0.13% | -8.00% | |
| 45 | PRGS | Progress Software CORP | 股票-其他 | 0.20% | — | — | |
| 46 | AMP | Ameriprise Financial INC | 股票-金融 | 0.20% | — | -1.40% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.19% | — | +9.84% | |
| 48 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.19% | — | -2.97% | |
| 49 | UNP | Union Pacific CORP | 股票-工業 | 0.19% | — | +1.36% | |
| 50 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.19% | — | -1.60% |