CIK: 0001259671
申報總市值
US$13.4億
僅顯示前 200 大持股（共 221 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 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 8.02% | -0.65% | -0.95% | |
| 2 | VHT | Vanguard Health Care ETF | ETF-其他 | 4.46% | -0.12% | -0.92% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.44% | -0.15% | -1.00% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.75% | — | -1.07% | |
| 5 | VFH | Vanguard Financials ETF | ETF-其他 | 3.52% | -0.17% | -2.39% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.63% | — | -90.05% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.60% | — | +2.45% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.51% | +0.18% | +8.55% | |
| 9 | XLE | Ss Energy Select Sector | ETF-其他 | 1.98% | +0.15% | +0.63% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.75% | +0.07% | +3.18% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.64% | — | -1.13% | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.41% | -0.21% | +3.65% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.36% | -0.06% | +3.10% | |
| 14 | XLF | Ss Financial Select Sector | ETF-其他 | 1.29% | -0.27% | +2.12% | |
| 15 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.25% | — | -2.77% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.18% | — | +8.58% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.17% | -0.07% | +3.06% | |
| 18 | PEP | Pepsico INC | 股票-非循環性消費 | 1.16% | — | +0.84% | |
| 19 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.11% | — | -1.96% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.00% | -0.34% | +3.69% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.99% | — | -2.30% | |
| 22 | MMM | 3m Co | 股票-工業 | 0.99% | — | -3.03% | |
| 23 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.97% | — | -2.75% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.97% | — | +0.67% | |
| 25 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.95% | -0.07% | +0.62% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.91% | -0.09% | -1.32% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.85% | -0.07% | +2.93% | |
| 28 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.77% | — | -0.85% | |
| 29 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 0.76% | — | +1.74% | |
| 30 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.73% | — | -2.39% | |
| 31 | VOX | Vanguard Communication Servi | ETF-其他 | 0.73% | — | -2.66% | |
| 32 | CMI | Cummins INC | 股票-工業 | 0.72% | — | -0.47% | |
| 33 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.72% | — | -2.35% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.71% | +0.12% | +9.97% | |
| 35 | MO | Altria Group INC | 股票-非循環性消費 | 0.68% | — | -1.00% | |
| 36 | INTC | Intel CORP | 股票-科技 | 0.67% | — | -1.71% | |
| 37 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.64% | — | -16.16% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.64% | +0.09% | +5.74% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.63% | -0.07% | +8.85% | |
| 40 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.60% | — | -1.00% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.58% | — | -5.13% | |
| 42 | T | At&t INC | 股票-通訊服務 | 0.58% | — | -1.10% | |
| 43 | PFE | Pfizer INC | 股票-醫療保健 | 0.58% | — | -4.31% | |
| 44 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.54% | — | -1.88% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.53% | — | -1.32% | |
| 46 | YUM | Yum! Brands INC | 股票-循環性消費 | 0.53% | — | +11.31% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.50% | — | -1.39% | |
| 48 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.49% | — | -2.89% | |
| 49 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.49% | — | -4.67% | |
| 50 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.48% | — | +2.16% |