CIK: 0000757657
申報總市值
US$79.9億
僅顯示前 200 大持股（共 1146 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 | 3.11% | -0.17% | -0.01% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.13% | — | +20.64% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.12% | -0.10% | -2.10% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 2.09% | -0.23% | +0.51% | |
| 5 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 1.93% | — | +45.90% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.87% | -0.07% | -4.27% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.84% | -0.24% | -9.45% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.82% | -0.31% | +0.97% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.75% | — | -5.40% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.70% | -0.41% | -1.58% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.69% | — | +20.28% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.59% | -0.10% | -2.56% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.58% | — | +9826.29% | |
| 14 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.15% | — | +2.10% | |
| 15 | WMT | Walmart INC | 股票-非循環性消費 | 1.07% | +0.40% | +9.66% | |
| 16 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.00% | +0.08% | — | |
| 17 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.92% | — | -0.91% | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 0.77% | — | +0.54% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.73% | — | -0.03% | |
| 20 | T | At&t INC | 股票-通訊服務 | 0.73% | — | -2.92% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.71% | +0.20% | +5.38% | |
| 22 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.69% | — | -1.02% | |
| 23 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.62% | — | +16.81% | |
| 24 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.62% | — | -0.08% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | +0.13% | +2.12% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.61% | — | +17.48% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.60% | — | -2.90% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.59% | -0.17% | +0.75% | |
| 29 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.57% | — | -1.13% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | -0.11% | -0.24% | |
| 31 | ABBV | Abbvie INC | 股票-醫療保健 | 0.55% | — | +1.25% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.53% | — | -6.57% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | -0.08% | -2.89% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.52% | — | +4.41% | |
| 35 | ARCC | Ares Capital CORP | 股票-金融 | 0.52% | — | +1105.71% | |
| 36 | ADBE | Adobe INC | 股票-科技 | 0.51% | — | -0.15% | |
| 37 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.50% | — | -8.31% | |
| 38 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.49% | — | -0.01% | |
| 39 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.48% | — | +5.55% | |
| 40 | CRM | Salesforce INC | 股票-科技 | 0.46% | — | +8.88% | |
| 41 | BX | Blackstone INC | 股票-金融 | 0.45% | -0.15% | -8.59% | |
| 42 | INTC | Intel CORP | 股票-科技 | 0.45% | — | -1.33% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.45% | — | -0.43% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.44% | — | +0.02% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.44% | — | +3.51% | |
| 46 | EWY | Ishares Msci South Korea ETF | ETF-其他 | 0.44% | — | +43.61% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.43% | — | +0.51% | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.43% | — | +14.58% | |
| 49 | ET | Energy Transfer LP | 股票-能源 | 0.42% | — | +54.19% | |
| 50 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.42% | — | +5.47% |