CIK: 0001259671
申報總市值
US$13.4億
僅顯示前 200 大持股（共 298 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 | 5.45% | -0.65% | -1.22% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.42% | -0.15% | +0.73% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.26% | — | +0.88% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.08% | +0.18% | +2.48% | |
| 5 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.45% | -0.07% | -3.62% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.23% | -0.38% | +15.88% | |
| 7 | VHT | Vanguard Health Care ETF | ETF-其他 | 2.22% | -0.12% | -1.01% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.99% | — | +2.07% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.93% | +0.14% | +7.18% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.75% | -0.07% | +1.36% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.75% | — | +10.48% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.69% | — | -1.66% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 1.67% | -0.12% | +2.37% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.63% | -0.09% | -2.14% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.57% | -0.34% | -2.36% | |
| 16 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.45% | -0.21% | -1.26% | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.36% | — | -3.23% | |
| 18 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.35% | +0.10% | +10.18% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.25% | -0.07% | -1.18% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.23% | -0.07% | -1.74% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.19% | -0.05% | +5.12% | |
| 22 | XLF | Ss Financial Select Sector | ETF-其他 | 1.13% | -0.27% | +23.78% | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.12% | — | -4.94% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.11% | — | +2.44% | |
| 25 | VFH | Vanguard Financials ETF | ETF-其他 | 1.10% | -0.17% | +1.63% | |
| 26 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.09% | -0.09% | +2.86% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.05% | +0.11% | +9.72% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.02% | +0.09% | +2.56% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.99% | — | +5.86% | |
| 30 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.97% | — | +11.24% | |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.95% | — | +7.36% | |
| 32 | XLE | Ss Energy Select Sector | ETF-其他 | 0.87% | +0.15% | -5.19% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.86% | +0.12% | -6.38% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.85% | — | -1.36% | |
| 35 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 0.81% | — | +10.03% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.76% | — | -0.36% | |
| 37 | MBB | Ishares Mbs ETF | ETF-其他 | 0.75% | -0.09% | +1.63% | |
| 38 | VTV | Vanguard Value ETF | ETF-其他 | 0.74% | — | -6.29% | |
| 39 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.74% | — | +3.03% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.73% | +0.07% | -5.52% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.70% | -0.06% | -1.24% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.69% | +0.09% | +0.86% | |
| 43 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.66% | -0.05% | +2.15% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.64% | -0.08% | -2.57% | |
| 45 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.64% | — | +17.14% | |
| 46 | PEP | Pepsico INC | 股票-非循環性消費 | 0.63% | — | +0.85% | |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.60% | +0.09% | +11.72% | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.60% | — | -2.02% | |
| 49 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.59% | — | +1.48% | |
| 50 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.55% | — | +12.68% |