CIK: 0001303159
申報總市值
US$94.4億
僅顯示前 200 大持股（共 493 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 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 10.62% | +1.52% | +12.10% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 9.02% | -0.17% | -1.00% | |
| 3 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 7.68% | -0.35% | +0.45% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.28% | — | -3.24% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.10% | -0.27% | +0.02% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.31% | -0.13% | -2.38% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.19% | +0.08% | -1.24% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.07% | -0.26% | +0.03% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.29% | — | -0.40% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.23% | +0.29% | +2.91% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 2.11% | — | -6.98% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.09% | -0.08% | -2.78% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.04% | — | -2.51% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.76% | -0.14% | -32.69% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.61% | — | +3.80% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.21% | +0.15% | +56.21% | |
| 17 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.10% | +0.71% | +36.52% | |
| 18 | VBIL | Vanguard 0-3m T-bill ETF | ETF-其他 | 1.10% | +0.09% | +8269.14% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.04% | — | -0.43% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.86% | -0.05% | -4.97% | |
| 21 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.80% | -0.12% | -0.14% | |
| 22 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.70% | -0.10% | -4.38% | |
| 23 | XPEL | Xpel INC | 股票-其他 | 0.66% | -0.08% | — | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.65% | -0.45% | +318.62% | |
| 25 | ALNY | Alnylam Pharmaceuticals INC | 股票-醫療保健 | 0.63% | -0.11% | -0.70% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.62% | -0.05% | -5.34% | |
| 27 | AAPL | Apple INC | 股票-科技 | 0.61% | -0.08% | -3.76% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.60% | — | -1.22% | |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.59% | +0.47% | +8.13% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.56% | -0.15% | -4.92% | |
| 31 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.53% | +0.07% | +8.36% | |
| 32 | NYT | New York Times Co-a | 股票-通訊服務 | 0.52% | +0.18% | -0.15% | |
| 33 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.50% | — | -3.16% | |
| 34 | VDE | Vanguard Energy ETF | ETF-其他 | 0.49% | +0.19% | +9.04% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.42% | — | +4.25% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.42% | -0.05% | -5.19% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.41% | — | +2.71% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.40% | -0.06% | -3.65% | |
| 39 | AVGO | Broadcom INC | 股票-科技 | 0.38% | -0.06% | -15.30% | |
| 40 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.38% | — | -0.29% | |
| 41 | IQLT | Ishares Msci International Q | ETF-其他 | 0.37% | — | -5.15% | |
| 42 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.37% | — | +0.86% | |
| 43 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.36% | -0.35% | +6.02% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.36% | — | +1.45% | |
| 45 | RTX | Rtx CORP | 股票-工業 | 0.36% | -0.12% | -2.70% | |
| 46 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.36% | — | -1.67% | |
| 47 | BND | Vanguard Total Bond Market | ETF-其他 | 0.36% | -0.11% | -14.68% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.35% | — | -2.60% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.34% | +0.27% | -8.08% | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.34% | -0.05% | -1.76% |