CIK: 0001120927
申報總市值
US$132.9億
僅顯示前 200 大持股（共 567 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 | IDV | Ishares International Select | ETF-其他 | 11.27% | — | +1.95% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 10.90% | +0.04% | +1.23% | |
| 3 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 7.22% | — | +0.67% | |
| 4 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 6.40% | — | -18.43% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 5.58% | — | +4.63% | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 4.66% | — | +0.36% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-其他 | 3.27% | — | -0.27% | |
| 8 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 3.19% | — | +4.25% | |
| 9 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 2.54% | — | +2.04% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.54% | — | +6.91% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.50% | — | +23.09% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.48% | -0.09% | +6.46% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.96% | — | -2.22% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.76% | -0.09% | -4.61% | |
| 15 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.74% | — | +1.33% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.59% | — | -6.92% | |
| 17 | PEP | Pepsico INC | 股票-非循環性消費 | 1.51% | — | -5.30% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.16% | +0.12% | -1.47% | |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.87% | — | +0.04% | |
| 20 | PFG | Principal Financial Group | 股票-金融 | 0.62% | — | +0.94% | |
| 21 | SWKS | Skyworks Solutions INC | 股票-科技 | 0.61% | — | -1.66% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.60% | -0.16% | -35.54% | |
| 23 | CBSH | Commerce Bancshares INC | 股票-金融 | 0.59% | +0.04% | +4.72% | |
| 24 | AAPL | Apple INC | 股票-科技 | 0.57% | -0.09% | +23.17% | |
| 25 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.57% | — | -68.45% | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.55% | — | — | |
| 27 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.53% | — | -8.89% | |
| 28 | EFSC | Enterprise Financial Service | 股票-其他 | 0.49% | — | — | |
| 29 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.48% | — | — | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.46% | +0.03% | +6.60% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.45% | — | -21.34% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.43% | +0.03% | -5.44% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.41% | +0.05% | — | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.38% | — | +3.61% | |
| 35 | ALL | Allstate CORP | 股票-金融 | 0.38% | — | — | |
| 36 | MA | Mastercard INC - A | 股票-金融 | 0.37% | — | -0.80% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | +0.04% | -7.30% | |
| 38 | T | At&t INC | 股票-通訊服務 | 0.35% | — | -22.96% | |
| 39 | UNUSD | Unilever N V -ny Shares | 股票-其他 | 0.35% | — | -26.92% | |
| 40 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.34% | — | +767.82% | |
| 41 | PFE | Pfizer INC | 股票-醫療保健 | 0.34% | — | -0.22% | |
| 42 | VTV | Vanguard Value ETF | ETF-其他 | 0.32% | +0.24% | +6.20% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.32% | — | -12.50% | |
| 44 | VUG | Vanguard Growth ETF | ETF-其他 | 0.31% | -0.41% | +2.10% | |
| 45 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.31% | — | -5.57% | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.29% | — | +19.19% | |
| 47 | EMR | Emerson Electric Co | 股票-工業 | 0.29% | — | +249.04% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.27% | — | +1.89% | |
| 49 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.26% | — | -14.79% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.25% | — | +1.13% |