CIK: 0001120927
申報總市值
US$132.9億
僅顯示前 200 大持股（共 234 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 | 9.98% | — | +10.45% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 8.38% | +0.04% | +5.59% | |
| 3 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 6.86% | — | +13.90% | |
| 4 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 5.45% | — | -5.36% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 4.80% | — | +10.75% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 4.33% | — | -19.36% | |
| 7 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 2.54% | — | +7.82% | |
| 8 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.44% | — | -0.48% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.21% | — | -0.55% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.20% | -0.09% | -79.91% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.06% | +0.03% | -30.47% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.05% | +0.12% | +18.82% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.86% | — | -26.28% | |
| 14 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.61% | — | +8.38% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.55% | — | -47.50% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.51% | — | -27.12% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 1.46% | +0.24% | +3.74% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.44% | -0.09% | +1.29% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 1.43% | -0.41% | -16.61% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.14% | — | -63.95% | |
| 21 | LNC | Lincoln National CORP | 股票-金融 | 1.07% | — | -1.36% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.05% | +0.03% | -85.11% | |
| 23 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.93% | — | -0.17% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.89% | +0.06% | +49.54% | |
| 25 | ON | On Semiconductor | 股票-科技 | 0.76% | — | -1.98% | |
| 26 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.74% | +0.14% | +51.56% | |
| 27 | PEP | Pepsico INC | 股票-非循環性消費 | 0.73% | — | -64.29% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.63% | -0.09% | -94.42% | |
| 29 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.57% | — | — | |
| 30 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 0.57% | — | +2652.39% | |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.57% | — | +3700.02% | |
| 32 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.57% | — | +476.69% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.56% | — | +30.77% | |
| 34 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.55% | — | — | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.55% | — | +1338.19% | |
| 36 | CBSH | Commerce Bancshares INC | 股票-金融 | 0.55% | +0.04% | -56.95% | |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.55% | — | +149.02% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.55% | +0.06% | -6.78% | |
| 39 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.54% | -0.03% | +51.92% | |
| 40 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 0.54% | — | — | |
| 41 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.47% | — | -67.32% | |
| 42 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.47% | — | +50.81% | |
| 43 | RHT1EUR | Red Hat INC | 股票-其他 | 0.44% | — | -5.47% | |
| 44 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.44% | — | +0.31% | |
| 45 | EFSC | Enterprise Financial Service | 股票-其他 | 0.42% | — | +5.19% | |
| 46 | MSFT | Microsoft CORP | 股票-科技 | 0.41% | -0.16% | -91.55% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.40% | -0.09% | +33.37% | |
| 48 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.40% | — | +474.95% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | +0.04% | -86.79% | |
| 50 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.38% | — | — |