CIK: 0001080628
申報總市值
US$66.6億
僅顯示前 200 大持股（共 737 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 | 3.45% | +0.25% | +0.50% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 2.95% | +0.16% | +33.50% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.06% | -0.13% | +3.04% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.00% | — | +60.29% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.93% | +0.02% | +6888.00% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.43% | +0.03% | +1.46% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.39% | — | +0.12% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.31% | -0.25% | +2.68% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.27% | — | -3.06% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.26% | — | +440.47% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | — | +0.60% | |
| 12 | PEP | Pepsico INC | 股票-非循環性消費 | 1.16% | -0.05% | +4.29% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.11% | — | +11.48% | |
| 14 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 1.11% | — | -0.13% | |
| 15 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.11% | — | +89.62% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.03% | — | +23.97% | |
| 17 | MA | Mastercard INC - A | 股票-金融 | 1.01% | — | -1.99% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.96% | +0.25% | +0.72% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.95% | +0.15% | +2803.56% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.91% | — | -0.02% | |
| 21 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.91% | — | -0.02% | |
| 22 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.90% | -0.15% | +12.52% | |
| 23 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.89% | — | -11.25% | |
| 24 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.88% | — | +370.47% | |
| 25 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.81% | — | +1.67% | |
| 26 | AMGN | Amgen INC | 股票-醫療保健 | 0.80% | — | +3.81% | |
| 27 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 0.78% | — | +0.47% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.74% | — | -3.29% | |
| 29 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.72% | — | +0.42% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.71% | — | +11.02% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.71% | — | -1.47% | |
| 32 | ROST | Ross Stores INC | 股票-循環性消費 | 0.69% | — | -0.31% | |
| 33 | FISV | Fiserv INC | 股票-其他 | 0.69% | — | +12.77% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.68% | — | +3.79% | |
| 35 | BA | Boeing Co/the | 股票-工業 | 0.66% | — | -0.46% | |
| 36 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.65% | -0.04% | +2.66% | |
| 37 | INTU | Intuit INC | 股票-科技 | 0.65% | +0.08% | +2.02% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.62% | — | +1.37% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.62% | -0.01% | +206.23% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.62% | +0.10% | -1.36% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.62% | — | +18.00% | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.60% | — | +4.67% | |
| 43 | ICE | Intercontinental Exchange In | 股票-金融 | 0.60% | — | +2.27% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.58% | — | +2.51% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.56% | — | -0.52% | |
| 46 | PNC | Pnc Financial Services Group | 股票-金融 | 0.55% | — | +2.26% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.55% | — | +1.60% | |
| 48 | INTF | Ishares International Equity | ETF-其他 | 0.54% | — | +0.36% | |
| 49 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.52% | — | +0.19% | |
| 50 | CCI | Crown Castle INC | 股票-房地產 | 0.52% | — | +4.57% |