CIK: 0001303159
申報總市值
US$94.4億
僅顯示前 200 大持股（共 549 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 9.13% | -0.17% | +5.51% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 7.30% | -0.35% | -1.43% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 6.99% | +1.52% | -1.68% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.46% | — | -1.83% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.97% | -0.27% | +4.50% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.23% | -0.13% | +2.71% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.18% | +0.08% | -1.31% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.14% | -0.14% | +27.59% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.02% | -0.26% | +1.50% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.79% | — | -1.55% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.26% | — | -0.64% | |
| 12 | VTV | Vanguard Value ETF | ETF-其他 | 2.16% | — | -0.29% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.03% | +0.29% | -0.93% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.02% | — | -3.19% | |
| 15 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 1.97% | +0.07% | +0.71% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.94% | -0.08% | +2.41% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.51% | — | +2.11% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.11% | — | -12.93% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.86% | -0.05% | +6.79% | |
| 20 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.80% | -0.10% | -13.48% | |
| 21 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.77% | -0.12% | +32.59% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.73% | -0.05% | +5.22% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.69% | -0.15% | +67.07% | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.62% | +0.71% | +9.59% | |
| 25 | ALNY | Alnylam Pharmaceuticals INC | 股票-醫療保健 | 0.62% | -0.11% | -0.24% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.59% | — | -3.39% | |
| 27 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.58% | +0.47% | +2.65% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.53% | -0.08% | +6.93% | |
| 29 | XPEL | Xpel INC | 股票-其他 | 0.49% | -0.08% | -29.12% | |
| 30 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.49% | — | +5.99% | |
| 31 | NYT | New York Times Co-a | 股票-通訊服務 | 0.49% | +0.18% | +16.43% | |
| 32 | BND | Vanguard Total Bond Market | ETF-其他 | 0.46% | -0.11% | -3.63% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.46% | -0.05% | -18.05% | |
| 34 | VDE | Vanguard Energy ETF | ETF-其他 | 0.45% | +0.19% | +2.73% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.43% | — | +1.84% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | -0.06% | +123.48% | |
| 37 | AVGO | Broadcom INC | 股票-科技 | 0.39% | -0.06% | +191.98% | |
| 38 | IQLT | Ishares Msci International Q | ETF-其他 | 0.38% | — | +1.90% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.38% | — | -5.48% | |
| 40 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.37% | — | +119.82% | |
| 41 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.36% | — | -3.17% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.36% | -0.12% | +56.30% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.36% | — | -0.40% | |
| 44 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.36% | -0.35% | +1.42% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.36% | +0.27% | +23.57% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.35% | — | -9.69% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.34% | — | +0.11% | |
| 48 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 0.34% | — | +1.94% | |
| 49 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.33% | — | +6.56% | |
| 50 | RTX | Rtx CORP | 股票-工業 | 0.33% | -0.12% | +283.32% |