CIK: 0001163668
申報總市值
US$1.7億
僅顯示前 200 大持股（共 238 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 8.13% | +0.76% | +0.97% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.03% | -0.42% | +6.35% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.00% | +0.09% | -0.85% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.44% | -0.78% | +9.20% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.78% | — | +2.87% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.38% | — | -1.43% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.30% | -0.23% | +7.40% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.25% | -0.60% | +7.17% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.14% | — | +7.77% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.09% | +0.51% | +2.85% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.04% | — | -0.09% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.70% | -0.21% | +0.06% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.49% | — | -0.30% | |
| 14 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.45% | -0.16% | +1.10% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.38% | — | -1.66% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.36% | — | -2.28% | |
| 17 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資等級公司債 | 1.24% | -0.17% | -1.11% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.20% | +0.18% | +0.71% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | — | +1.57% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.15% | — | -3.64% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.12% | — | -13.87% | |
| 22 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 1.07% | — | — | |
| 23 | BLK | Blackrock INC | 股票-金融 | 1.05% | -0.12% | -1.19% | |
| 24 | PEP | Pepsico INC | 股票-非循環性消費 | 1.03% | — | +11.24% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.02% | — | +4.52% | |
| 26 | ADBE | Adobe INC | 股票-科技 | 1.01% | -0.42% | +14.48% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.96% | +0.22% | -9.62% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.96% | — | — | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.96% | -0.10% | — | |
| 30 | HON | Honeywell International INC | 股票-工業 | 0.95% | +0.10% | -8.55% | |
| 31 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.95% | -0.28% | -21.23% | |
| 32 | ABBV | Abbvie INC | 股票-醫療保健 | 0.92% | — | +5.50% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.89% | — | +2.58% | |
| 34 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.87% | — | — | |
| 35 | GD | General Dynamics CORP | 股票-工業 | 0.83% | — | -2.52% | |
| 36 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.81% | +0.14% | +16.60% | |
| 37 | WMT | Walmart INC | 股票-非循環性消費 | 0.79% | +0.12% | +1.02% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.79% | — | -1.93% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.78% | — | — | |
| 40 | ICE | Intercontinental Exchange In | 股票-金融 | 0.75% | — | -1.24% | |
| 41 | ZTS | Zoetis INC | 股票-醫療保健 | 0.74% | — | +4.30% | |
| 42 | MS | Morgan Stanley | 股票-金融 | 0.72% | — | -2.73% | |
| 43 | CDNS | Cadence Design Sys INC | 股票-科技 | 0.69% | -0.10% | -0.74% | |
| 44 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.68% | -0.09% | +0.80% | |
| 45 | DE | Deere & Co | 股票-工業 | 0.67% | +0.11% | -7.99% | |
| 46 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.67% | — | — | |
| 47 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.65% | — | — | |
| 48 | EOG | Eog Resources INC | 股票-能源 | 0.62% | +0.12% | +0.34% | |
| 49 | CMI | Cummins INC | 股票-工業 | 0.61% | — | -0.44% | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.61% | -0.21% | EXIT |