CIK: 0001259671
申報總市值
US$13.4億
僅顯示前 200 大持股（共 290 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 | 5.18% | -0.65% | -2.24% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.38% | -0.15% | -0.83% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.32% | — | +1.88% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.14% | +0.18% | +3.02% | |
| 5 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.41% | -0.07% | +0.85% | |
| 6 | VHT | Vanguard Health Care ETF | ETF-其他 | 2.17% | -0.12% | -1.94% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.08% | +0.14% | +9.16% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.02% | -0.38% | -9.86% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.92% | — | -1.88% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.81% | — | +7.20% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.78% | -0.07% | +1.64% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.75% | — | +24.53% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 1.73% | -0.12% | +4.04% | |
| 14 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.68% | — | -3.08% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.57% | +0.10% | +15.77% | |
| 16 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.51% | -0.21% | +6.47% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.51% | -0.34% | -0.01% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.43% | -0.09% | -3.97% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.35% | -0.07% | +7.35% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.27% | -0.05% | +6.85% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.23% | -0.07% | +0.18% | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.17% | -0.09% | +3.09% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.16% | — | +6.54% | |
| 24 | XLF | Ss Financial Select Sector | ETF-其他 | 1.14% | -0.27% | -0.61% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.11% | +0.09% | +10.72% | |
| 26 | VFH | Vanguard Financials ETF | ETF-其他 | 1.10% | -0.17% | -2.87% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.09% | — | +6.67% | |
| 28 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.05% | — | -5.84% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.04% | +0.11% | -4.12% | |
| 30 | XLE | Ss Energy Select Sector | ETF-其他 | 0.99% | +0.15% | -1.48% | |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.93% | — | -1.39% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.92% | +0.12% | +6.64% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.92% | — | -2.37% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.84% | — | -1.77% | |
| 35 | VTV | Vanguard Value ETF | ETF-其他 | 0.82% | — | +9.64% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | — | +1.50% | |
| 37 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 0.77% | — | -3.76% | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.73% | -0.08% | -3.26% | |
| 39 | MBB | Ishares Mbs ETF | ETF-其他 | 0.73% | -0.09% | -1.29% | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.73% | +0.09% | +24.30% | |
| 41 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 0.68% | — | +30.80% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.68% | -0.06% | -3.75% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.67% | +0.07% | -6.09% | |
| 44 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.65% | -0.05% | -1.02% | |
| 45 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.65% | — | +1.35% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.57% | +0.09% | -16.16% | |
| 47 | PEP | Pepsico INC | 股票-非循環性消費 | 0.57% | — | -5.63% | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.57% | — | -0.71% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.55% | — | -0.21% | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.54% | — | -26.45% |