CIK: 0000714562
申報總市值
US$2.9億
僅顯示前 200 大持股（共 316 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 | THFF | First Financial CORP | 股票-其他 | 13.69% | +1.01% | +5.55% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 12.41% | -0.20% | -0.06% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 6.18% | +0.90% | -9.02% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.48% | — | -2.98% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.25% | +0.03% | +5036.93% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.25% | -0.05% | -0.88% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.08% | -0.03% | -1.50% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.04% | -0.01% | -3.43% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.82% | +0.02% | -0.45% | |
| 10 | VFH | Vanguard Financials ETF | ETF-其他 | 1.52% | -0.07% | -1.46% | |
| 11 | VOX | Vanguard Communication Servi | ETF-其他 | 1.49% | — | -5.52% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.38% | +0.20% | -2.89% | |
| 13 | AVGO | Broadcom INC | 股票-科技 | 1.33% | +0.09% | — | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.33% | -0.03% | -3.73% | |
| 15 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.32% | -0.06% | -4.67% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.28% | — | -13.15% | |
| 17 | IQDF | Flexshares-int Qual Dvd Inde | ETF-其他 | 1.17% | -0.05% | — | |
| 18 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.09% | -0.01% | -5.47% | |
| 19 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.04% | -0.05% | +0.63% | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.01% | +0.10% | +73430.77% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.92% | -0.03% | +800.29% | |
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.88% | — | -5.52% | |
| 23 | ABBV | Abbvie INC | 股票-醫療保健 | 0.85% | +0.02% | -0.94% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.85% | — | -7.42% | |
| 25 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.84% | -0.18% | -2.18% | |
| 26 | QDF | Flexshares Quality Dividend | ETF-其他 | 0.83% | — | +1116.40% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.75% | +0.08% | — | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.74% | +0.11% | +1.09% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | -0.28% | -12.49% | |
| 30 | WCN | Waste Connections INC | 股票-工業 | 0.67% | — | — | |
| 31 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.67% | -0.03% | +0.55% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.66% | +0.01% | — | |
| 33 | HD | Home Depot INC | 股票-循環性消費 | 0.66% | — | -5.60% | |
| 34 | LMT | Lockheed Martin CORP | 股票-工業 | 0.62% | -0.18% | +2.25% | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.62% | +0.04% | — | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | — | +0.49% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.59% | +0.02% | -0.12% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | — | -21.94% | |
| 39 | PANW | Palo Alto Networks INC | 股票-科技 | 0.52% | +0.32% | -2.01% | |
| 40 | NEE | Nextera Energy INC | 股票-公用事業 | 0.49% | — | +0.71% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.48% | — | +6.81% | |
| 42 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.48% | — | +2.42% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.45% | — | -10.88% | |
| 44 | GUNR | Flexshares Global Upstream N | ETF-其他 | 0.45% | — | +1648.48% | |
| 45 | WMT | Walmart INC | 股票-非循環性消費 | 0.44% | — | -10.74% | |
| 46 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.43% | — | -7.03% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.42% | -0.11% | -0.86% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.42% | +0.03% | +5134.52% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.41% | -0.10% | -1.06% | |
| 50 | ICE | Intercontinental Exchange In | 股票-金融 | 0.40% | -0.11% | +3.79% |