CIK: 0001082339
申報總市值
US$81.2億
僅顯示前 200 大持股（共 360 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 | MSFT | Microsoft CORP | 股票-科技 | 8.55% | +1.27% | -0.60% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 8.01% | -0.58% | +4.99% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-其他 | 7.47% | -0.21% | +0.97% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.98% | -0.14% | +9.79% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-其他 | 4.71% | — | +3.82% | |
| 6 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 3.73% | +0.08% | -4.62% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.37% | — | -0.29% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.25% | — | +4.85% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 1.83% | — | +3.36% | |
| 10 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-其他 | 1.76% | — | +1.07% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.76% | +0.02% | +2.39% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.45% | +0.42% | +3.52% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 1.37% | +0.07% | +0.49% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.32% | — | +3.26% | |
| 15 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 1.31% | — | +9.82% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.18% | — | -0.66% | |
| 17 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.09% | +0.09% | +4.81% | |
| 18 | BA | Boeing Co/the | 股票-工業 | 1.08% | — | +1.83% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.02% | — | -9.14% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.96% | — | +6.56% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.95% | — | +2.95% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.92% | — | +3.08% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.86% | — | +15.14% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.80% | — | -0.87% | |
| 25 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.72% | +0.09% | +2.62% | |
| 26 | SUB | Ishares Short-term National | ETF-其他 | 0.71% | — | -6.50% | |
| 27 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.63% | — | +3.36% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.62% | +0.03% | +8.16% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.62% | — | -24.69% | |
| 30 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.59% | +1.56% | +14.41% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.52% | — | -0.61% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.51% | — | -1.96% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.50% | — | +47.18% | |
| 34 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.48% | — | +3.09% | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.45% | — | +5.98% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | — | +7.93% | |
| 37 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.44% | — | +5.96% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.43% | — | +6.16% | |
| 39 | HD | Home Depot INC | 股票-循環性消費 | 0.42% | — | +7.44% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.42% | -0.03% | +7.42% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.42% | -0.05% | +7.03% | |
| 42 | PFE | Pfizer INC | 股票-醫療保健 | 0.41% | — | +6.21% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.41% | -0.03% | +5.69% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.40% | — | +0.13% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.40% | -0.07% | -0.94% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | +0.10% | +11.81% | |
| 47 | CSCO | Cisco Systems INC | 股票-科技 | 0.37% | — | +7.86% | |
| 48 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.37% | — | +7.80% | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.37% | — | +5.42% | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.35% | — | +7.08% |