CIK: 0001080628
申報總市值
US$66.6億
僅顯示前 200 大持股（共 680 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 | 3.69% | +0.16% | -20.29% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.11% | +0.25% | — | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.99% | -0.13% | +3.40% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.60% | — | +107.98% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.36% | — | +12.03% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.31% | -0.01% | -26.11% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.08% | +0.02% | -5.00% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.81% | — | +4668.56% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.80% | — | -4.98% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.72% | -0.25% | +4.69% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.61% | +0.03% | +4.25% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.51% | — | +13.47% | |
| 13 | PEP | Pepsico INC | 股票-非循環性消費 | 1.29% | -0.05% | +3.47% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.21% | +0.25% | +6.93% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.19% | — | -1.08% | |
| 16 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.17% | — | +1332.34% | |
| 17 | MA | Mastercard INC - A | 股票-金融 | 1.10% | — | +2.47% | |
| 18 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.09% | — | -0.09% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.06% | — | +18.29% | |
| 20 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 0.99% | — | +0.82% | |
| 21 | AMGN | Amgen INC | 股票-醫療保健 | 0.91% | — | +3.62% | |
| 22 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.87% | -0.04% | +2.88% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.86% | — | +14.20% | |
| 24 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.84% | -0.05% | +101.37% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.83% | — | +2.28% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.81% | — | +0.08% | |
| 27 | INTU | Intuit INC | 股票-科技 | 0.79% | +0.08% | +0.29% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.78% | — | +0.26% | |
| 29 | ACN | Accenture plc | 股票-科技 | 0.75% | — | +11.53% | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.75% | — | +1.23% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.73% | — | +3.98% | |
| 32 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.70% | — | +2.71% | |
| 33 | CCI | Crown Castle INC | 股票-房地產 | 0.69% | — | +3.54% | |
| 34 | ICE | Intercontinental Exchange In | 股票-金融 | 0.69% | — | +3.74% | |
| 35 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.68% | — | -6.97% | |
| 36 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.68% | — | -54.73% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.66% | — | -3.79% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.65% | — | -49.66% | |
| 39 | FISV | Fiserv INC | 股票-其他 | 0.64% | — | +2.44% | |
| 40 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.64% | — | -11.67% | |
| 41 | ROST | Ross Stores INC | 股票-循環性消費 | 0.63% | — | +8.14% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.63% | — | +4.65% | |
| 43 | BAX | Baxter International INC | 股票-醫療保健 | 0.61% | — | +4.26% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.55% | — | -1.59% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.54% | — | +3.48% | |
| 46 | JECUSD | Jacobs Engineering Group INC | 股票-其他 | 0.54% | — | +5.44% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.53% | — | -2.25% | |
| 48 | EA | Electronic Arts INC | 股票-通訊服務 | 0.52% | -0.22% | +2.19% | |
| 49 | MDT | Medtronic plc | 股票-醫療保健 | 0.49% | — | +17.88% | |
| 50 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 0.49% | — | -6.33% |