CIK: 0001120927
申報總市值
US$132.9億
僅顯示前 200 大持股（共 607 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 | 7.87% | -0.09% | +2.93% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 4.21% | +0.04% | +2.03% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 4.07% | -0.41% | +26.32% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-其他 | 4.00% | -0.05% | +3.30% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 3.94% | +0.24% | +26.27% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.76% | -0.09% | +18.98% | |
| 7 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 3.28% | +0.11% | -1.29% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.86% | +0.20% | +8.16% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.73% | -0.89% | -9.44% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.50% | +0.03% | -0.38% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.17% | +0.12% | +17.04% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.07% | +0.19% | +6.42% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.90% | +0.06% | +40.68% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.87% | +0.14% | +41.43% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.80% | — | +32.81% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.75% | +0.01% | +16.27% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.72% | -0.09% | +46.92% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.60% | -0.09% | +14.66% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.58% | -0.03% | +31.91% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.52% | -0.06% | +26.47% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.50% | -0.04% | +27.41% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.25% | +0.10% | +36.44% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.24% | — | +10.73% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.10% | +0.02% | +19.69% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 1.09% | -0.16% | +13.69% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.07% | +0.06% | +35.62% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.06% | +0.02% | +428.10% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.03% | — | +36.32% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.02% | — | +43.63% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.99% | — | +11.31% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | — | +5.14% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.92% | +0.05% | +26.40% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.82% | — | -11.85% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.80% | +0.05% | +25.52% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.74% | — | +9.06% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.63% | — | -8.56% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.57% | +0.03% | -1.34% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.55% | — | +20.78% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.55% | +0.02% | +16.56% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.54% | — | +25.89% | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.53% | — | -5.01% | |
| 42 | AMID | Argent Mid Cap ETF | ETF-其他 | 0.51% | — | +9.35% | |
| 43 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.49% | — | +16.27% | |
| 44 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.47% | — | -7.26% | |
| 45 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.44% | -0.03% | +19.83% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.41% | — | +11.86% | |
| 47 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.41% | — | +44.89% | |
| 48 | NUE | Nucor CORP | 股票-原物料 | 0.40% | — | +0.30% | |
| 49 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.39% | — | +4.06% | |
| 50 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.35% | — | +45.95% |