CIK: 0001259671
申報總市值
US$13.4億
僅顯示前 200 大持股（共 233 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 | 7.27% | -0.65% | -1.19% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.80% | -0.15% | +0.36% | |
| 3 | VHT | Vanguard Health Care ETF | ETF-其他 | 3.79% | -0.12% | -2.50% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.47% | — | +0.53% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.35% | — | -0.11% | |
| 6 | VFH | Vanguard Financials ETF | ETF-其他 | 2.72% | -0.17% | -2.50% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.55% | +0.18% | +3.53% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.48% | — | +0.01% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.32% | — | -2.68% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.79% | -0.09% | +2.59% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.52% | -0.21% | +0.01% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.40% | +0.07% | -4.24% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.39% | -0.34% | -0.41% | |
| 14 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.35% | — | -0.92% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.34% | -0.07% | +2.56% | |
| 16 | XLF | Ss Financial Select Sector | ETF-其他 | 1.28% | -0.27% | +0.96% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.27% | +0.10% | -6.45% | |
| 18 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.23% | — | -0.62% | |
| 19 | XLE | Ss Energy Select Sector | ETF-其他 | 1.22% | +0.15% | -4.07% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.16% | -0.07% | +9.44% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.14% | -0.06% | -2.85% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.11% | — | +3.49% | |
| 23 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.10% | — | -0.40% | |
| 24 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.05% | -0.07% | +0.93% | |
| 25 | PEP | Pepsico INC | 股票-非循環性消費 | 1.04% | — | -5.91% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.98% | -0.09% | -3.32% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.88% | +0.09% | +7.71% | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.86% | — | -1.37% | |
| 29 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 0.83% | — | +0.21% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.83% | -0.07% | +3.32% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.78% | — | -3.64% | |
| 32 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.76% | — | -6.64% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.67% | — | +5.12% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.67% | — | +2.51% | |
| 35 | INTC | Intel CORP | 股票-科技 | 0.65% | — | -2.14% | |
| 36 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.63% | — | -1.22% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.62% | — | +6.36% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | — | -5.02% | |
| 39 | YUM | Yum! Brands INC | 股票-循環性消費 | 0.59% | — | -4.98% | |
| 40 | MMM | 3m Co | 股票-工業 | 0.58% | — | -4.28% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.58% | +0.12% | +13.49% | |
| 42 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.56% | — | -0.83% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.55% | +0.14% | +35.58% | |
| 44 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.53% | — | -3.34% | |
| 45 | VDE | Vanguard Energy ETF | ETF-其他 | 0.52% | — | +3.65% | |
| 46 | CMI | Cummins INC | 股票-工業 | 0.51% | — | -6.52% | |
| 47 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.51% | — | +1.04% | |
| 48 | BA | Boeing Co/the | 股票-工業 | 0.51% | — | -2.52% | |
| 49 | PFE | Pfizer INC | 股票-醫療保健 | 0.50% | — | -4.79% | |
| 50 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.49% | — | -6.09% |