CIK: 0001259671
申報總市值
US$13.4億
僅顯示前 200 大持股（共 286 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 | 4.87% | -0.65% | +2.60% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.19% | -0.15% | +3.82% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.00% | — | +5.22% | |
| 4 | VHT | Vanguard Health Care ETF | ETF-其他 | 2.52% | -0.12% | +1.08% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.12% | — | +1.14% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.05% | -0.38% | +21.67% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.97% | +0.11% | +83.22% | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.97% | -0.07% | +2.18% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 1.68% | -0.12% | +19.78% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.67% | +0.14% | +60.54% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.60% | -0.21% | +3.63% | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.60% | — | +11.53% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.59% | +0.18% | -9.12% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.56% | — | +5.95% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.56% | — | +90.38% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.54% | — | +225.07% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.52% | -0.09% | -2.47% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.49% | -0.07% | -2.10% | |
| 19 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.47% | — | +9.79% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.46% | -0.07% | -1.78% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.37% | -0.34% | -1.69% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.29% | — | +3.70% | |
| 23 | VFH | Vanguard Financials ETF | ETF-其他 | 1.24% | -0.17% | -2.92% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.20% | -0.07% | +1.33% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.19% | -0.05% | +10.57% | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.01% | — | +12.95% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.00% | — | +8.32% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.00% | +0.07% | -1.93% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.97% | — | +9.02% | |
| 30 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.97% | -0.09% | -3.06% | |
| 31 | XLE | Ss Energy Select Sector | ETF-其他 | 0.96% | +0.15% | -16.08% | |
| 32 | XLF | Ss Financial Select Sector | ETF-其他 | 0.95% | -0.27% | +7.77% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.91% | — | -6.71% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.90% | +0.09% | +2.34% | |
| 35 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 0.88% | — | -70.19% | |
| 36 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.83% | — | -28.73% | |
| 37 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.77% | — | +0.86% | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.76% | +0.09% | +172.36% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.75% | -0.06% | +1.62% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.70% | +0.12% | -12.23% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | — | +0.27% | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.68% | — | +5.38% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.67% | — | +46.39% | |
| 44 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.62% | +0.10% | +148.40% | |
| 45 | PEP | Pepsico INC | 股票-非循環性消費 | 0.61% | — | -1.95% | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.60% | — | -1.51% | |
| 47 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.58% | +0.09% | +191.19% | |
| 48 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.57% | -0.08% | -0.71% | |
| 49 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.50% | — | +8.52% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.50% | — | +1.09% |