CIK: 0001163668
申報總市值
US$1.7億
僅顯示前 200 大持股（共 225 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 | 7.78% | +0.76% | +5.78% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.33% | -0.78% | +8.51% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.24% | -0.42% | +8.01% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.87% | +0.09% | +7.86% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.28% | -0.60% | +8.48% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.28% | — | +6.29% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.75% | — | +1.51% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.48% | -0.23% | +8.54% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.46% | +0.51% | -16.36% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.07% | — | +1.43% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.86% | — | — | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 1.50% | +0.17% | +40.73% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.42% | -0.21% | +5.31% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.40% | — | +3.40% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.33% | -0.16% | +5.36% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.32% | — | +9.11% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.27% | — | -0.94% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.14% | +0.18% | -0.33% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.11% | — | +4.18% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.06% | — | -0.43% | |
| 21 | TSLA | Tesla INC | 股票-循環性消費 | 1.06% | -0.13% | +6.34% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.01% | -0.10% | — | |
| 23 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.96% | — | — | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.95% | — | -4.75% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.90% | — | — | |
| 26 | BLK | Blackrock INC | 股票-金融 | 0.90% | -0.12% | -8.36% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.90% | — | -0.87% | |
| 28 | ABBV | Abbvie INC | 股票-醫療保健 | 0.90% | — | +6.36% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.87% | — | +4.94% | |
| 30 | WMT | Walmart INC | 股票-非循環性消費 | 0.86% | +0.12% | +8.97% | |
| 31 | PEP | Pepsico INC | 股票-非循環性消費 | 0.85% | — | +6.81% | |
| 32 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.81% | +0.14% | +19.17% | |
| 33 | RTX | Rtx CORP | 股票-工業 | 0.81% | +0.08% | +11.09% | |
| 34 | HON | Honeywell International INC | 股票-工業 | 0.80% | +0.10% | +2.45% | |
| 35 | GD | General Dynamics CORP | 股票-工業 | 0.79% | — | -1.99% | |
| 36 | CDNS | Cadence Design Sys INC | 股票-科技 | 0.77% | -0.10% | -2.50% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.76% | — | — | |
| 38 | MS | Morgan Stanley | 股票-金融 | 0.73% | — | +0.46% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | +0.07% | +21.95% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.72% | +0.22% | +1.34% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.69% | -0.13% | +2.06% | |
| 42 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.69% | — | +22.85% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.67% | — | -7.29% | |
| 44 | CAT | Caterpillar INC | 股票-工業 | 0.67% | +0.21% | +13.93% | |
| 45 | ADBE | Adobe INC | 股票-科技 | 0.67% | -0.42% | -9.16% | |
| 46 | CMI | Cummins INC | 股票-工業 | 0.66% | — | -1.00% | |
| 47 | PANW | Palo Alto Networks INC | 股票-科技 | 0.61% | — | +1.05% | |
| 48 | PNC | Pnc Financial Services Group | 股票-金融 | 0.58% | — | +10.10% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | +0.29% | +39.98% | |
| 50 | ZTS | Zoetis INC | 股票-醫療保健 | 0.57% | — | +6.16% |