CIK: 0001080628
申報總市值
US$66.6億
僅顯示前 200 大持股（共 686 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 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 4.48% | +0.16% | +55.27% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.55% | +0.25% | — | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.10% | -0.01% | +366.03% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.52% | -0.13% | -5.12% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.02% | +0.02% | +3.26% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.97% | — | +51.28% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.82% | — | -6.30% | |
| 8 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.48% | — | -0.13% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.44% | — | -0.19% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.43% | +0.03% | -2.23% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.32% | — | -3.07% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.29% | -0.25% | -11.65% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.29% | — | -4.36% | |
| 14 | PEP | Pepsico INC | 股票-非循環性消費 | 1.27% | -0.05% | -3.45% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.15% | — | +11.13% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.04% | +0.25% | -3.01% | |
| 17 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.04% | — | +4.01% | |
| 18 | MA | Mastercard INC - A | 股票-金融 | 0.99% | — | -5.90% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.97% | — | -0.32% | |
| 20 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 0.94% | — | +22.08% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.87% | +0.15% | -1.27% | |
| 22 | AMGN | Amgen INC | 股票-醫療保健 | 0.85% | — | -2.32% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.78% | — | +0.41% | |
| 24 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.78% | — | -29.11% | |
| 25 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.77% | — | -6.78% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.75% | — | +3.20% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.75% | — | +1295.50% | |
| 28 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.72% | — | -13.78% | |
| 29 | INTU | Intuit INC | 股票-科技 | 0.69% | +0.08% | -6.14% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.69% | — | -0.56% | |
| 31 | FISV | Fiserv INC | 股票-其他 | 0.68% | — | -6.16% | |
| 32 | ROST | Ross Stores INC | 股票-循環性消費 | 0.67% | — | +0.89% | |
| 33 | ICE | Intercontinental Exchange In | 股票-金融 | 0.65% | — | -2.79% | |
| 34 | CCI | Crown Castle INC | 股票-房地產 | 0.65% | — | -5.19% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.64% | — | +1.52% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.63% | — | -0.26% | |
| 37 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.63% | — | -22.43% | |
| 38 | BAX | Baxter International INC | 股票-醫療保健 | 0.62% | — | -2.18% | |
| 39 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.60% | -0.04% | -0.39% | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.58% | — | +4.80% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.57% | — | -1.98% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.55% | — | +98.08% | |
| 43 | JECUSD | Jacobs Engineering Group INC | 股票-其他 | 0.54% | — | -3.37% | |
| 44 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.54% | — | +2.23% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.53% | — | -5.45% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.53% | — | +95.55% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.52% | — | +2.67% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.51% | — | -43.64% | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.50% | — | -2.80% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.50% | — | +27.31% |