CIK: 0001123812
申報總市值
US$6.5億
僅顯示前 200 大持股（共 210 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 16.98% | +0.24% | -2.82% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 10.22% | +0.66% | -7.48% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 7.98% | -0.81% | -1.23% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 7.39% | +0.45% | +1.67% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 7.14% | +0.41% | -1.30% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 3.76% | +0.12% | -1.36% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.61% | -0.03% | -0.45% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.45% | -5.17% | -1.88% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-其他 | 3.03% | — | -0.90% | |
| 10 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 2.96% | -0.17% | -1.42% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.58% | +0.48% | -2.62% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.49% | -0.04% | -1.61% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 2.47% | +0.40% | -1.47% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.82% | -0.09% | +82.90% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.71% | — | -1.44% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.35% | +0.11% | +4.76% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.24% | +1.66% | +19.72% | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.22% | — | -0.57% | |
| 19 | MBB | Ishares Mbs ETF | ETF-其他 | 0.83% | — | -1.90% | |
| 20 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.69% | — | +13.83% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 0.66% | +0.08% | +3.51% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.58% | — | +0.79% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.55% | — | +27.54% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.53% | -0.12% | +0.35% | |
| 25 | XLF | Ss Financial Select Sector | ETF-其他 | 0.50% | — | -0.83% | |
| 26 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.50% | -0.02% | -36.37% | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.49% | — | +19.98% | |
| 28 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.46% | — | -1.30% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.45% | — | +2.98% | |
| 30 | AAPL | Apple INC | 股票-科技 | 0.44% | +0.04% | -0.48% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.43% | — | -0.20% | |
| 32 | LDOS | Leidos Holdings INC | 股票-科技 | 0.40% | — | -23.57% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.38% | +0.01% | -0.14% | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.38% | — | -4.76% | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.35% | -0.01% | -1.09% | |
| 36 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.34% | -0.05% | -0.31% | |
| 37 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.34% | +0.41% | -0.33% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.31% | — | -2.76% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.31% | +0.06% | -0.28% | |
| 40 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.29% | — | -4.14% | |
| 41 | ICE | Intercontinental Exchange In | 股票-金融 | 0.28% | — | -2.83% | |
| 42 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.28% | — | -0.37% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.27% | — | — | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.26% | -0.01% | -1.97% | |
| 45 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.26% | — | — | |
| 46 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.25% | — | +2.60% | |
| 47 | WMT | Walmart INC | 股票-非循環性消費 | 0.25% | — | -0.52% | |
| 48 | UTXZ | United Tech CORP | 股票-其他 | 0.23% | — | — | |
| 49 | PFE | Pfizer INC | 股票-醫療保健 | 0.23% | — | -0.20% | |
| 50 | ADBE | Adobe INC | 股票-科技 | 0.22% | -0.11% | EXIT |