CIK: 0001278573
申報總市值
US$38.5億
僅顯示前 200 大持股（共 700 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 7.48% | +0.19% | +28.01% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.19% | -0.22% | -6.47% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 4.17% | — | -0.26% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 3.67% | -0.25% | -2.46% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.11% | +0.07% | +3.73% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.92% | -0.49% | +1.27% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 2.73% | +0.08% | +22.90% | |
| 8 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 2.67% | -0.20% | -1.56% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.63% | — | +14.60% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.43% | +0.29% | +3.02% | |
| 11 | IDU | Ishares US Utilities ETF | ETF-其他 | 2.37% | +0.11% | +0.48% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.01% | +0.06% | +1.91% | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 1.83% | -0.17% | -3.21% | |
| 14 | DHR | Danaher CORP | 股票-醫療保健 | 1.74% | -0.06% | -4.93% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.72% | +0.26% | -1.56% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.67% | +0.61% | +8.23% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.64% | +0.22% | +1.17% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.62% | — | +39.61% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.61% | +0.05% | -1.14% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.60% | — | -0.11% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.59% | — | +9.74% | |
| 22 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.59% | -0.14% | +0.60% | |
| 23 | SYK | Stryker CORP | 股票-醫療保健 | 1.58% | — | -4.77% | |
| 24 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.55% | +0.11% | +22.16% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.54% | -0.29% | -0.36% | |
| 26 | FTV | Fortive CORP | 股票-科技 | 1.50% | — | -0.41% | |
| 27 | AFL | Aflac INC | 股票-金融 | 1.47% | — | -1.77% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 1.46% | — | -2.18% | |
| 29 | ABBV | Abbvie INC | 股票-醫療保健 | 1.40% | — | +4.58% | |
| 30 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.26% | — | +2.35% | |
| 31 | PFE | Pfizer INC | 股票-醫療保健 | 1.13% | +0.16% | -3.34% | |
| 32 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.11% | -0.11% | -3.60% | |
| 33 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 1.02% | — | +28.05% | |
| 34 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.99% | — | -1.32% | |
| 35 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.91% | +0.15% | -1.46% | |
| 36 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.90% | — | -3.92% | |
| 37 | BAX | Baxter International INC | 股票-醫療保健 | 0.87% | — | -1.71% | |
| 38 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.83% | -0.25% | -88.79% | |
| 39 | QCOM | Qualcomm INC | 股票-科技 | 0.81% | -0.18% | +2.37% | |
| 40 | ECL | Ecolab INC | 股票-原物料 | 0.80% | — | -0.64% | |
| 41 | T | At&t INC | 股票-通訊服務 | 0.77% | — | +24.15% | |
| 42 | IMTB | Ishares Core 5-10 Year Usd | ETF-其他 | 0.76% | — | +31.10% | |
| 43 | GBF | Ishares Government/credit Bo | ETF-政府公債 | 0.75% | — | +31.64% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.72% | — | -1.40% | |
| 45 | HACKUSD | Etfmg Prime Cyber Security E | ETF-其他 | 0.69% | — | +0.49% | |
| 46 | WMT | Walmart INC | 股票-非循環性消費 | 0.66% | +0.08% | +5231.57% | |
| 47 | C | Citigroup INC | 股票-金融 | 0.66% | — | +2.01% | |
| 48 | IDV | Ishares International Select | ETF-其他 | 0.64% | — | +1.48% | |
| 49 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.60% | — | -1.46% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | -0.19% | +1424.09% |