CIK: 0001080107
申報總市值
US$165.0億
僅顯示前 200 大持股（共 1393 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 | VTV | Vanguard Value ETF | ETF-其他 | 7.19% | +0.16% | +1.42% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 5.10% | -0.50% | -1.52% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 4.05% | +0.01% | +3.95% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.52% | +0.15% | +4.84% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.65% | -0.15% | -1.77% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.26% | -0.51% | +1.54% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.47% | — | +1.06% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.46% | +0.06% | +6.17% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.38% | +0.08% | +5.03% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.23% | -0.06% | +4.82% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.21% | — | +2.42% | |
| 12 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.17% | +0.14% | +0.61% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.06% | -0.08% | +3.78% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.05% | -0.07% | -1.68% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.01% | — | +3.61% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.99% | -0.09% | +1.20% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.94% | -0.06% | +3.63% | |
| 18 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.93% | — | +738.97% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 0.92% | -0.21% | -1.80% | |
| 20 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.89% | — | +2.75% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.87% | -0.10% | +1.57% | |
| 22 | RTX | Rtx CORP | 股票-工業 | 0.83% | — | +0.67% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | -0.10% | +1.81% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.77% | — | -2.40% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.75% | — | +7.78% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.74% | +0.07% | -0.54% | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.71% | +0.04% | +3.16% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.68% | +0.05% | +1.90% | |
| 29 | ADP | Automatic Data Processing | 股票-科技 | 0.64% | -0.06% | +1.00% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | -0.05% | -0.04% | |
| 31 | CB | Chubb Limited | 股票-金融 | 0.60% | — | +2.22% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.59% | — | +3.18% | |
| 33 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.58% | — | +3.80% | |
| 34 | AMGN | Amgen INC | 股票-醫療保健 | 0.58% | — | +3.65% | |
| 35 | CMI | Cummins INC | 股票-工業 | 0.57% | -0.06% | +0.02% | |
| 36 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.57% | — | +2.69% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.57% | — | +4.36% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.54% | -0.09% | +1.81% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.53% | +0.13% | +2.12% | |
| 40 | PEP | Pepsico INC | 股票-非循環性消費 | 0.53% | +0.04% | +0.93% | |
| 41 | QCOM | Qualcomm INC | 股票-科技 | 0.53% | -0.12% | -0.33% | |
| 42 | SPGI | S&p Global INC | 股票-金融 | 0.45% | -0.05% | -0.66% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.43% | — | +0.81% | |
| 44 | ABBV | Abbvie INC | 股票-醫療保健 | 0.43% | — | +1.12% | |
| 45 | FTHI | Fthi/first Trust Exchange-tr | ETF-其他 | 0.42% | — | +2124.11% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | +0.12% | +0.42% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.41% | — | -47.58% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.41% | — | +1.59% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.40% | -0.10% | -0.27% | |
| 50 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.40% | +0.05% | -2.49% |