CIK: 0001080628
申報總市值
US$66.6億
僅顯示前 200 大持股（共 721 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 | 3.90% | +0.16% | +9.73% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.41% | -0.01% | +49.44% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.35% | +0.25% | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.74% | -0.13% | -1.37% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.66% | — | +15.53% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.07% | +0.02% | +1.82% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.90% | -0.25% | +286.68% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.54% | +0.03% | -2.21% | |
| 9 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 1.50% | +0.36% | — | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.47% | — | -1.33% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.36% | — | -20.38% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.33% | — | -52.23% | |
| 13 | PEP | Pepsico INC | 股票-非循環性消費 | 1.20% | -0.05% | -1.48% | |
| 14 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.15% | — | -0.86% | |
| 15 | MA | Mastercard INC - A | 股票-金融 | 1.12% | — | -1.38% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.11% | +0.25% | -0.75% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.09% | — | +78.40% | |
| 18 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.07% | — | +2.84% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.04% | — | -2.30% | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.99% | — | -38.94% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.98% | — | +0.47% | |
| 22 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.94% | -0.04% | -1.50% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.91% | — | +1.29% | |
| 24 | AMGN | Amgen INC | 股票-醫療保健 | 0.91% | — | +3.18% | |
| 25 | SGOL | Abrdn Physical Gold Shares | ETF-避險與商品 | 0.87% | — | — | |
| 26 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 0.86% | — | -9.20% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.82% | — | +3.84% | |
| 28 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.81% | -0.05% | -0.51% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.76% | — | -3.73% | |
| 30 | INTU | Intuit INC | 股票-科技 | 0.76% | +0.08% | -2.96% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.74% | — | -3.51% | |
| 32 | ROST | Ross Stores INC | 股票-循環性消費 | 0.74% | — | +17.80% | |
| 33 | ACN | Accenture plc | 股票-科技 | 0.71% | — | +0.01% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.70% | — | +2.93% | |
| 35 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.69% | — | -2.83% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.67% | — | +4.39% | |
| 37 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.67% | — | +4.56% | |
| 38 | ICE | Intercontinental Exchange In | 股票-金融 | 0.67% | — | -0.91% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.67% | — | -30.28% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.66% | +0.15% | +2678.89% | |
| 41 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.62% | — | -9.71% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.61% | — | -0.73% | |
| 43 | CCI | Crown Castle INC | 股票-房地產 | 0.61% | — | -1.73% | |
| 44 | FISV | Fiserv INC | 股票-其他 | 0.60% | — | -1.40% | |
| 45 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.57% | — | +23.77% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.57% | — | +106.05% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.55% | — | +7.49% | |
| 48 | JECUSD | Jacobs Engineering Group INC | 股票-其他 | 0.53% | — | -0.94% | |
| 49 | BKNG | Booking Holdings INC | 股票-循環性消費 | 0.52% | -0.05% | +18.61% | |
| 50 | BAX | Baxter International INC | 股票-醫療保健 | 0.51% | — | -0.87% |