CIK: 0001259671
申報總市值
US$13.4億
僅顯示前 200 大持股（共 244 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 | 7.32% | -0.65% | -1.77% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.79% | -0.15% | -1.87% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.94% | — | +6.15% | |
| 4 | VHT | Vanguard Health Care ETF | ETF-其他 | 3.67% | -0.12% | -1.17% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.17% | — | -1.65% | |
| 6 | VFH | Vanguard Financials ETF | ETF-其他 | 2.66% | -0.17% | -2.53% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.62% | +0.18% | +2.76% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.58% | — | +3.29% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.12% | — | -1.32% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.75% | -0.09% | -5.57% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.55% | -0.21% | +6.69% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.50% | -0.34% | -0.98% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.38% | -0.07% | +2.25% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.31% | -0.09% | -0.30% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.28% | -0.07% | +3.76% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.28% | — | +4.70% | |
| 17 | XLF | Ss Financial Select Sector | ETF-其他 | 1.28% | -0.27% | +2.93% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.27% | +0.07% | -2.42% | |
| 19 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.22% | — | +1.72% | |
| 20 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.21% | — | -2.94% | |
| 21 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.20% | +0.10% | -3.72% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.15% | -0.06% | -2.20% | |
| 23 | XLE | Ss Energy Select Sector | ETF-其他 | 1.06% | +0.15% | -0.70% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.03% | +0.09% | +6.79% | |
| 25 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.01% | -0.07% | -10.71% | |
| 26 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.95% | — | -0.33% | |
| 27 | PEP | Pepsico INC | 股票-非循環性消費 | 0.94% | — | -2.12% | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.87% | — | +0.45% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.87% | -0.07% | +2.15% | |
| 30 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 0.81% | — | +2.75% | |
| 31 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.76% | — | -2.98% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.74% | — | +5.86% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.71% | +0.14% | +3.36% | |
| 34 | INTC | Intel CORP | 股票-科技 | 0.69% | — | -1.63% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.69% | +0.11% | +92.63% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.66% | +0.12% | +5.95% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.61% | — | -0.03% | |
| 38 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.61% | — | -1.42% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.60% | — | -0.36% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.59% | — | -8.67% | |
| 41 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.53% | — | +2.07% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.53% | — | +10.86% | |
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.52% | — | -0.85% | |
| 44 | MMM | 3m Co | 股票-工業 | 0.49% | — | -4.36% | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.47% | — | +4.30% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.47% | — | -3.10% | |
| 47 | CMI | Cummins INC | 股票-工業 | 0.46% | — | -2.12% | |
| 48 | YUM | Yum! Brands INC | 股票-循環性消費 | 0.45% | — | -5.25% | |
| 49 | VOX | Vanguard Communication Servi | ETF-其他 | 0.45% | — | -1.58% | |
| 50 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.45% | — | -1.38% |