CIK: 0001259671
申報總市值
US$13.4億
僅顯示前 200 大持股（共 300 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 | 4.82% | -0.65% | -7.85% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.99% | -0.15% | -10.94% | |
| 3 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 3.30% | — | +3119.20% | |
| 4 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 2.94% | — | — | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.83% | — | +1.62% | |
| 6 | VHT | Vanguard Health Care ETF | ETF-其他 | 2.48% | -0.12% | -1.78% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.02% | — | -2.57% | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.97% | -0.07% | -9.82% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.79% | +0.18% | -9.74% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.68% | -0.38% | +28.26% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.51% | -0.09% | -0.01% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.51% | -0.07% | +4.31% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.48% | -0.07% | -17.92% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.47% | — | -2.83% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.46% | -0.34% | -2.36% | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.44% | — | +1.67% | |
| 17 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.43% | -0.21% | -18.69% | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 1.36% | -0.12% | -3.07% | |
| 19 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.30% | — | +4.66% | |
| 20 | VFH | Vanguard Financials ETF | ETF-其他 | 1.24% | -0.17% | -8.57% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.18% | — | +25.07% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.18% | -0.07% | -4.14% | |
| 23 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.12% | — | -4.55% | |
| 24 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.12% | — | +25.41% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.07% | -0.05% | +7.34% | |
| 26 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.06% | -0.09% | -17.22% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.05% | +0.14% | +0.87% | |
| 28 | XLE | Ss Energy Select Sector | ETF-其他 | 1.03% | +0.15% | -9.09% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.03% | +0.07% | -2.32% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.02% | +0.11% | -15.68% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.97% | — | -4.63% | |
| 32 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.92% | — | +10.02% | |
| 33 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.91% | — | -1.14% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.89% | +0.09% | -3.57% | |
| 35 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.88% | — | -22.78% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.87% | — | -23.32% | |
| 37 | XLF | Ss Financial Select Sector | ETF-其他 | 0.85% | -0.27% | -9.91% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.82% | +0.12% | -6.65% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.79% | -0.06% | -2.32% | |
| 40 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.77% | — | -32.93% | |
| 41 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.73% | — | -10.62% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | — | -0.32% | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.65% | — | -14.52% | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.62% | — | -3.40% | |
| 45 | PEP | Pepsico INC | 股票-非循環性消費 | 0.60% | — | -1.87% | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.55% | -0.08% | -0.99% | |
| 47 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.52% | +0.07% | -9.92% | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.50% | — | +1.74% | |
| 49 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.48% | — | -47.75% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.48% | — | -11.63% |