CIK: 0001120927
申報總市值
US$132.9億
僅顯示前 200 大持股（共 272 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 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 6.70% | +0.04% | +3.08% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 5.96% | -0.09% | +2.87% | |
| 3 | IDV | Ishares International Select | ETF-其他 | 3.55% | — | -0.80% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.09% | — | -0.40% | |
| 5 | SCHH | Schwab US Reit ETF | ETF-其他 | 2.81% | — | +7.46% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.76% | -0.09% | +10.26% | |
| 7 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 2.50% | — | -0.85% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.47% | — | +16.16% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.39% | -0.05% | -4.31% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.27% | +0.12% | -12.57% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.26% | -0.09% | +315.12% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.25% | — | +2.24% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.24% | +0.03% | -5.64% | |
| 14 | MRVL | Marvell Technology, Inc. | 股票-科技 | 2.24% | — | +52.73% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.20% | — | +4.57% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.15% | — | -1.43% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.04% | +0.20% | +5.77% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.74% | +0.24% | +0.48% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 1.68% | -0.41% | -0.29% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.60% | — | -0.24% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.56% | +0.19% | +2.67% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.43% | — | +7.14% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.40% | -0.09% | +308.32% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.37% | — | -2.64% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.14% | +0.02% | +6.68% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 1.11% | -0.16% | +3.65% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.04% | — | +8.53% | |
| 28 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.98% | — | +7.42% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.96% | — | +336.52% | |
| 30 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.94% | +0.06% | -7.47% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.92% | -0.03% | -6.14% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.90% | — | -14.37% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.82% | — | +2.54% | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.81% | — | +8.15% | |
| 35 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.72% | — | +9.72% | |
| 36 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.71% | +0.14% | -4.28% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.71% | — | -8.57% | |
| 38 | BAX | Baxter International INC | 股票-醫療保健 | 0.71% | — | -54.75% | |
| 39 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.58% | -0.04% | +4.15% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.58% | +0.10% | +6.56% | |
| 41 | CBSH | Commerce Bancshares INC | 股票-金融 | 0.57% | +0.04% | +1.83% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.56% | +0.01% | +5.21% | |
| 43 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.55% | — | +6.56% | |
| 44 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.54% | — | +4.37% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.53% | -0.04% | +2.77% | |
| 46 | CNC | Centene CORP | 股票-醫療保健 | 0.51% | — | -2.78% | |
| 47 | PEP | Pepsico INC | 股票-非循環性消費 | 0.49% | — | +0.27% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.49% | — | -0.48% | |
| 49 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.48% | — | -1.73% | |
| 50 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.47% | — | -0.01% |