CIK: 0001259671
申報總市值
US$13.4億
僅顯示前 200 大持股（共 287 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 | 6.14% | -0.65% | -0.96% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.92% | -0.15% | +1.59% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.37% | — | -0.32% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.72% | -0.07% | +54.26% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.64% | — | +4.78% | |
| 6 | VHT | Vanguard Health Care ETF | ETF-其他 | 2.58% | -0.12% | +2.91% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.44% | +0.18% | +15.04% | |
| 8 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 2.17% | -0.21% | +33.09% | |
| 9 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.93% | -0.09% | +21.82% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.78% | — | -0.19% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.77% | -0.34% | -1.01% | |
| 12 | VFH | Vanguard Financials ETF | ETF-其他 | 1.64% | -0.17% | -0.52% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.56% | — | +2.69% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.53% | -0.09% | -1.91% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.52% | -0.07% | +6.80% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.51% | -0.07% | +11.66% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.49% | -0.07% | +0.79% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.49% | +0.11% | +9.21% | |
| 19 | BND | Vanguard Total Bond Market | ETF-其他 | 1.40% | -0.12% | +20.85% | |
| 20 | XLF | Ss Financial Select Sector | ETF-其他 | 1.32% | -0.27% | +45.75% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.30% | +0.14% | +8.51% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.16% | — | -1.11% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.10% | — | +18.87% | |
| 24 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.05% | — | +37.86% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.99% | +0.07% | +0.22% | |
| 26 | XLE | Ss Energy Select Sector | ETF-其他 | 0.93% | +0.15% | +57.13% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.92% | — | +13.12% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.87% | +0.09% | +4.74% | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.82% | — | +1.74% | |
| 30 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.82% | — | +14.18% | |
| 31 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.81% | +0.10% | +0.20% | |
| 32 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.79% | — | -0.15% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.79% | -0.06% | -0.56% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.78% | +0.12% | -15.39% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.76% | — | -25.20% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.73% | — | +21.20% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | — | +0.68% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.65% | — | +0.55% | |
| 39 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.65% | — | +2.47% | |
| 40 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.63% | — | -1.02% | |
| 41 | PEP | Pepsico INC | 股票-非循環性消費 | 0.58% | — | -2.05% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.57% | -0.05% | +15.23% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.56% | — | -1.64% | |
| 44 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.55% | — | -6.68% | |
| 45 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.53% | — | +3.26% | |
| 46 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.51% | -0.05% | — | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.47% | — | +4.04% | |
| 48 | VOX | Vanguard Communication Servi | ETF-其他 | 0.47% | — | +0.50% | |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.43% | — | +6.97% | |
| 50 | COMB | Graniteshares Bcom Broad Str | ETF-其他 | 0.43% | — | — |