CIK: 0001259671
申報總市值
US$13.4億
僅顯示前 200 大持股（共 343 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.33% | -0.15% | +1.73% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 4.93% | -0.65% | -0.46% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 4.11% | — | +8.62% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.95% | — | +0.68% | |
| 5 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.09% | -0.07% | +112.93% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.69% | +0.18% | +1.46% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-其他 | 2.43% | — | +16.06% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.01% | -0.38% | +3.18% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 1.94% | -0.12% | +4.49% | |
| 10 | BDYN | Ishares Dyn Act ETF | ETF-其他 | 1.91% | — | -2.81% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.76% | — | -0.46% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.67% | -0.05% | +0.38% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.65% | -0.07% | -1.32% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.61% | +0.11% | +7.25% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.57% | +0.10% | -0.38% | |
| 16 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.47% | -0.21% | +98.75% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.46% | -0.34% | -1.29% | |
| 18 | BDVL | Ishares Dv Equity Active ETF | ETF-其他 | 1.45% | — | +1.35% | |
| 19 | XLF | Ss Financial Select Sector | ETF-其他 | 1.45% | -0.27% | -2.29% | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.45% | -0.09% | -0.01% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.44% | — | +5.15% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.35% | +0.14% | +4.64% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.34% | -0.09% | -1.12% | |
| 24 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.33% | -0.12% | -0.73% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.25% | +0.09% | +3.64% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.16% | -0.07% | -1.41% | |
| 27 | VFH | Vanguard Financials ETF | ETF-其他 | 1.08% | -0.17% | -1.13% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.08% | — | +0.34% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.04% | — | -2.92% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.94% | -0.07% | +8.90% | |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.90% | — | -0.49% | |
| 32 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.88% | +0.07% | +4.00% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.87% | — | -3.57% | |
| 34 | CGCP | Cap Group Core Plus Income | ETF-其他 | 0.85% | — | +5.79% | |
| 35 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 0.73% | +0.28% | +35.92% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | — | -1.29% | |
| 37 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.67% | -0.05% | -1.88% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.65% | — | -0.94% | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.64% | +0.15% | +5.36% | |
| 40 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.63% | — | +10.61% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.61% | — | -0.15% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.60% | +0.12% | +0.04% | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.58% | +0.09% | -12.59% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.57% | -0.08% | -1.73% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.55% | — | +9.48% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.53% | — | -2.01% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.51% | — | -4.86% | |
| 48 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.51% | -0.06% | +10.52% | |
| 49 | XLE | Ss Energy Select Sector | ETF-其他 | 0.50% | +0.15% | +96.90% | |
| 50 | MBB | Ishares Mbs ETF | ETF-其他 | 0.50% | -0.09% | -31.06% |