CIK: 0001138060
申報總市值
US$61.6億
僅顯示前 200 大持股（共 236 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 | MKL | Markel Group INC | 股票-金融 | 2.51% | — | -1.17% | |
| 2 | AAP | Advance Auto Parts INC | 股票-循環性消費 | 2.09% | — | +32.47% | |
| 3 | ORCL | Oracle CORP | 股票-科技 | 1.79% | — | +10.91% | |
| 4 | OMC | Omnicom Group | 股票-通訊服務 | 1.75% | — | -14.02% | |
| 5 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 1.59% | +0.09% | -2.53% | |
| 6 | ✓ | Directv | 股票-其他 | 1.58% | — | +5.64% | |
| 7 | CPRT | Copart INC | 股票-工業 | 1.54% | +0.02% | -0.72% | |
| 8 | ACN | Accenture plc | 股票-科技 | 1.51% | — | +11.73% | |
| 9 | QCOM | Qualcomm INC | 股票-科技 | 1.50% | — | -15.04% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.48% | — | +9.46% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.42% | — | -0.35% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.38% | -0.04% | +78.17% | |
| 13 | MSFT | Microsoft Corporation | 股票-科技 | 1.35% | — | -4.89% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.32% | — | -1.25% | |
| 15 | MTB | M & T Bank CORP | 股票-金融 | 1.31% | — | -2.78% | |
| 16 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 1.28% | — | -1.36% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.27% | — | +5.01% | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 1.26% | — | +1.80% | |
| 19 | USB | US Bancorp | 股票-金融 | 1.24% | +0.06% | -2.56% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.20% | -0.21% | -7.86% | |
| 21 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.19% | — | +7.76% | |
| 22 | DHR | Danaher CORP | 股票-醫療保健 | 1.10% | — | -18.54% | |
| 23 | MMM | 3m Co | 股票-工業 | 1.10% | — | -37.96% | |
| 24 | SLB | Slb LTD | 股票-能源 | 1.10% | — | -21.74% | |
| 25 | CHRW | C.h. Robinson Worldwide INC | 股票-工業 | 1.04% | — | -14.80% | |
| 26 | UPS | United Parcel Service-cl B | 股票-工業 | 1.04% | — | -15.30% | |
| 27 | JECUSD | Jacobs Engineering Group INC | 股票-其他 | 1.04% | — | +17.54% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.03% | — | +6.41% | |
| 29 | GOOG | Alphabet A | 股票-通訊服務 | 1.02% | — | -6.38% | |
| 30 | EBAY | Ebay INC | 股票-循環性消費 | 1.01% | — | +42.86% | |
| 31 | BAX | Baxter International INC | 股票-醫療保健 | 1.01% | — | +7981.21% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.99% | — | +155.85% | |
| 33 | PFE | Pfizer INC | 股票-醫療保健 | 0.96% | — | -0.74% | |
| 34 | UTXZ | United Tech CORP | 股票-其他 | 0.95% | — | +13.32% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.93% | -0.38% | -32.33% | |
| 36 | PKWUSD | Invesco Buyback Achievers Et | ETF-其他 | 0.93% | — | +10.05% | |
| 37 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 0.93% | +0.09% | -1.98% | |
| 38 | WRB | Wr Berkley CORP | 股票-金融 | 0.91% | — | -1.73% | |
| 39 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.88% | — | +28.24% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.87% | — | +2.06% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.86% | — | -28.25% | |
| 42 | EXPD | Expeditors Intl Wash INC | 股票-工業 | 0.86% | — | +9.34% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.86% | +0.30% | +7.19% | |
| 44 | AAPL | Apple INC | 股票-科技 | 0.86% | — | -2.51% | |
| 45 | DISCKUSD | Discovery Inc-c | 股票-其他 | 0.85% | -0.25% | -3.82% | |
| 46 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.85% | — | +0.86% | |
| 47 | ✓ | 股票-其他 | 0.84% | — | -2.89% | ||
| 48 | ROK | Rockwell Automation, Inc. | 股票-工業 | 0.82% | — | — | |
| 49 | XRAY | DENTSPLY SIRONA Inc. | 股票-醫療保健 | 0.80% | — | -2.67% | |
| 50 | CCK | Crown Holdings INC | 股票-循環性消費 | 0.80% | — | -2.48% |