CIK: 0001120927
申報總市值
US$132.9億
僅顯示前 200 大持股（共 273 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 | 7.98% | — | +3.43% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 7.80% | +0.04% | +1.02% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 5.55% | — | +3.82% | |
| 4 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 4.23% | — | -4.98% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.45% | -0.09% | +51.31% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.40% | — | -0.56% | |
| 7 | SCHH | Schwab US Reit ETF | ETF-其他 | 3.38% | — | +15.38% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 3.23% | — | -1.63% | |
| 9 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 2.92% | — | +9.20% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.38% | -0.09% | +0.20% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.12% | +0.03% | +7.37% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.05% | — | +0.70% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.90% | — | +4.40% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.66% | +0.12% | +5.71% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.64% | — | -0.63% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.61% | -0.05% | +18.77% | |
| 17 | BAX | Baxter International INC | 股票-醫療保健 | 1.56% | — | +89.19% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.36% | +0.24% | -7.40% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.33% | — | +0.98% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.26% | — | -5.45% | |
| 21 | VUG | Vanguard Growth ETF | ETF-其他 | 1.25% | -0.41% | -8.75% | |
| 22 | AAPL | Apple INC | 股票-科技 | 1.24% | -0.09% | -2.14% | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.22% | +0.20% | +41.45% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.22% | +0.02% | +20.09% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.04% | — | +3.73% | |
| 26 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.98% | — | +2.20% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.93% | -0.09% | +4.67% | |
| 28 | MRVL | Marvell Technology, Inc. | 股票-科技 | 0.93% | — | +2940.14% | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.92% | — | +50.69% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.85% | +0.06% | +0.04% | |
| 31 | ON | On Semiconductor | 股票-科技 | 0.83% | — | +0.09% | |
| 32 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.82% | +0.06% | +0.87% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.75% | — | +0.89% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.72% | +0.14% | +1.27% | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.71% | -0.03% | -2.77% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.65% | — | +59.32% | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 0.65% | -0.16% | -2.30% | |
| 38 | PEP | Pepsico INC | 股票-非循環性消費 | 0.57% | — | -0.99% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.56% | +0.19% | +19.19% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.47% | — | +11.72% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.45% | -0.04% | +29.84% | |
| 42 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.45% | — | +2.06% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.44% | — | +30.91% | |
| 44 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.44% | +0.10% | +13.09% | |
| 45 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.44% | — | +0.01% | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.44% | — | +0.37% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.42% | +0.01% | +9.89% | |
| 48 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.42% | -0.04% | +3.12% | |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.38% | — | +0.01% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.35% | -0.03% | -3.58% |