CIK: 0001300311
申報總市值
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僅顯示前 200 大持股（共 906 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 12.77% | — | -0.21% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 8.94% | — | -0.08% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 7.64% | — | +0.90% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 7.53% | — | +0.01% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.81% | — | -1.49% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 4.51% | — | +4.53% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.65% | — | +2.74% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.42% | — | +3.39% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.34% | — | -5.62% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.85% | — | +0.73% | |
| 11 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.52% | — | -0.05% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.49% | — | +1.56% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.19% | — | +5.62% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.04% | — | +9.32% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.95% | — | +0.81% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.85% | — | -0.26% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.79% | — | +0.55% | |
| 18 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.63% | — | +0.56% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.59% | — | +29.67% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.59% | — | +5.85% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.55% | — | +0.27% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.50% | — | — | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.49% | — | +2057.22% | |
| 24 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.48% | — | -1.96% | |
| 25 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.48% | — | +0.01% | |
| 26 | ABBV | Abbvie INC | 股票-醫療保健 | 0.43% | — | +38.70% | |
| 27 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 股票-其他 | 0.41% | — | -3.42% | |
| 28 | MA | Mastercard INC - A | 股票-金融 | 0.41% | — | +0.20% | |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.40% | — | -3.73% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.39% | — | +3.38% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.39% | — | — | |
| 32 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.38% | — | — | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.38% | — | -23.27% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.36% | — | -0.56% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.35% | — | -11.94% | |
| 36 | PEP | Pepsico INC | 股票-非循環性消費 | 0.33% | — | +1.41% | |
| 37 | HD | Home Depot INC | 股票-循環性消費 | 0.32% | — | -1.15% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.31% | — | +7.52% | |
| 39 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.31% | — | +0.32% | |
| 40 | PFE | Pfizer INC | 股票-醫療保健 | 0.29% | — | +4.38% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.29% | — | -0.93% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.29% | — | +0.11% | |
| 43 | PM | Philip Morris International | 股票-非循環性消費 | 0.27% | — | +0.73% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.27% | — | -3.41% | |
| 45 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.27% | — | -1.57% | |
| 46 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.27% | — | +2.19% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.26% | — | -0.92% | |
| 48 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.26% | — | +12.47% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.24% | — | +8.96% | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.24% | — | -8.78% |