CIK: 0001082491
申報總市值
US$12.0億
僅顯示前 200 大持股（共 338 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 6.44% | +0.03% | +3.23% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 4.54% | +0.35% | +2.05% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 3.88% | -0.37% | -1.00% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.28% | -0.06% | -1.35% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.25% | +0.15% | +1.53% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.12% | -0.16% | -0.31% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.90% | — | +2.86% | |
| 8 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 2.64% | — | +2.27% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.27% | — | +0.82% | |
| 10 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.22% | -0.20% | +0.05% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.02% | — | -0.20% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.72% | — | +1.77% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.61% | -0.37% | +0.42% | |
| 14 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.44% | — | +3.74% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.42% | +1.06% | +3.10% | |
| 16 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 1.37% | -0.16% | +0.59% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.36% | +0.17% | +0.98% | |
| 18 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-其他 | 1.30% | — | -0.13% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.28% | +0.05% | +431.29% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.26% | — | -0.22% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.26% | -0.51% | -2.36% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.25% | -0.10% | +2.53% | |
| 23 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資等級公司債 | 1.18% | — | +4.30% | |
| 24 | PYPL | Paypal Holdings INC | 股票-金融 | 1.05% | — | +2.36% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.00% | — | -1.84% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.94% | -0.15% | -0.29% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.88% | — | -0.28% | |
| 28 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.83% | — | -1.01% | |
| 29 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.80% | — | +6.80% | |
| 30 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 0.79% | — | +6.08% | |
| 31 | ABBV | Abbvie INC | 股票-醫療保健 | 0.79% | — | -1.45% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.79% | — | -2.15% | |
| 33 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.78% | -0.08% | +2.66% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.78% | — | +5.88% | |
| 35 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.77% | — | +0.03% | |
| 36 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 0.75% | -0.23% | +1.79% | |
| 37 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.69% | -0.06% | +0.53% | |
| 38 | HD | Home Depot INC | 股票-循環性消費 | 0.66% | -0.06% | +1.74% | |
| 39 | ARCM | Arrow Reserve Cap Mgmt ETF | ETF-其他 | 0.64% | — | +413.11% | |
| 40 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.63% | — | +415.80% | |
| 41 | MMM | 3m Co | 股票-工業 | 0.62% | — | — | |
| 42 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.62% | — | +434.65% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.61% | -0.07% | +2.73% | |
| 44 | MA | Mastercard INC - A | 股票-金融 | 0.61% | -0.06% | +3.02% | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.60% | — | +3.11% | |
| 46 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.59% | — | -3.17% | |
| 47 | SUB | Ishares Short-term National | ETF-其他 | 0.58% | — | +5.21% | |
| 48 | SMB | Vaneck Short Muni ETF | ETF-其他 | 0.57% | — | +5.05% | |
| 49 | BIZD | Vaneck Bdc Income ETF | ETF-其他 | 0.56% | -0.13% | +7.32% | |
| 50 | DHR | Danaher CORP | 股票-醫療保健 | 0.54% | — | -0.95% |