CIK: 0001259671
申報總市值
US$13.4億
僅顯示前 200 大持股（共 307 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 | 5.95% | -0.65% | +0.16% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.56% | -0.15% | +0.49% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.18% | — | +2.18% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.81% | -0.07% | +4.64% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.41% | — | +4.07% | |
| 6 | VHT | Vanguard Health Care ETF | ETF-其他 | 2.39% | -0.12% | +1.34% | |
| 7 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 2.33% | -0.21% | +11.16% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.93% | +0.18% | -6.94% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.83% | -0.07% | +29.18% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.74% | -0.34% | -2.86% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.69% | +0.11% | +36.04% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.62% | -0.09% | -0.38% | |
| 13 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.56% | -0.09% | -1.52% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.54% | -0.07% | +9.31% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.54% | — | -3.15% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.53% | — | +4.66% | |
| 17 | BND | Vanguard Total Bond Market | ETF-其他 | 1.53% | -0.12% | +30.05% | |
| 18 | VFH | Vanguard Financials ETF | ETF-其他 | 1.47% | -0.17% | +1.79% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.46% | -0.38% | — | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.39% | -0.07% | +1.05% | |
| 21 | XLF | Ss Financial Select Sector | ETF-其他 | 1.14% | -0.27% | -2.46% | |
| 22 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.13% | — | +62.34% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.09% | — | +0.65% | |
| 24 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.06% | — | +10.51% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.06% | +0.14% | -3.90% | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.00% | — | +2.94% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.97% | — | +25.67% | |
| 28 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.93% | — | — | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.89% | +0.07% | +0.01% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.84% | +0.12% | +31.36% | |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.82% | — | +9.43% | |
| 32 | XLE | Ss Energy Select Sector | ETF-其他 | 0.82% | +0.15% | -2.95% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.81% | -0.06% | +4.29% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.81% | +0.09% | +9.85% | |
| 35 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.76% | — | +2009.38% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.74% | — | +32.33% | |
| 37 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.69% | — | -1.64% | |
| 38 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.68% | +0.10% | +1.10% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | — | -1.12% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.63% | — | +1.58% | |
| 41 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.60% | — | -1.29% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.58% | -0.05% | +8.56% | |
| 43 | PEP | Pepsico INC | 股票-非循環性消費 | 0.57% | — | -1.03% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.55% | — | -23.17% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.52% | — | +15.23% | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.51% | — | — | |
| 47 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.49% | — | — | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.49% | — | +472.58% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.49% | — | -4.86% | |
| 50 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.49% | -0.05% | +2.16% |