CIK: 0001120927
申報總市值
US$132.9億
僅顯示前 200 大持股（共 454 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 5.85% | -0.09% | +8.95% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 4.89% | +0.04% | +9.27% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.92% | — | +0.35% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 2.81% | -0.41% | +5.27% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.77% | — | +17.57% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.66% | -0.09% | +10.83% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 2.54% | +0.24% | +8.71% | |
| 8 | SCHH | Schwab US Reit ETF | ETF-其他 | 2.54% | — | +9.90% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.44% | +0.03% | +5.35% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.39% | -0.09% | -0.39% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.28% | -0.05% | +5.12% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.21% | +0.20% | +11.11% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.05% | — | -1.16% | |
| 14 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.96% | — | -2.97% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.94% | +0.19% | +8.70% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.85% | +0.12% | +7.43% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.53% | — | +2.54% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.37% | -0.89% | +31.89% | |
| 19 | IDV | Ishares International Select | ETF-其他 | 1.33% | — | -7.23% | |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 1.29% | — | -5.76% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.25% | — | +5.37% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.23% | -0.16% | -5.66% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.16% | +0.02% | +8.10% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.16% | -0.09% | +5.00% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.07% | -0.04% | +25.80% | |
| 26 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.02% | — | +27.21% | |
| 27 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.02% | — | +6.08% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.01% | — | -0.47% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.00% | +0.02% | +4.99% | |
| 30 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.00% | — | +1.44% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.98% | +0.01% | +9.41% | |
| 32 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.94% | +0.06% | +25.01% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.93% | — | +14.41% | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.84% | -0.03% | +18.33% | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.81% | +0.14% | +20.21% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.78% | — | +11.42% | |
| 37 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.75% | +0.10% | +17.99% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.71% | +0.05% | +31.06% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.70% | — | +18.11% | |
| 40 | CEQPUSD | Crestwood Equity Partners LP | 股票-其他 | 0.68% | — | +0.00% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.68% | — | +6.54% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.68% | — | +12.20% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.67% | — | +2.26% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.62% | +0.05% | +2.82% | |
| 45 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.62% | -0.03% | +4.25% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.58% | +0.06% | +15.43% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.55% | -0.06% | +8.60% | |
| 48 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.55% | — | +2.27% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.51% | -0.03% | -18.81% | |
| 50 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.48% | — | +13.58% |