CIK: 0001681115
申報總市值
US$144.6億
僅顯示前 200 大持股（共 5256 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.24% | -0.05% | +40.53% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.19% | +0.08% | +52.63% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.06% | +0.26% | +8.86% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.85% | -0.05% | +44.05% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.64% | — | +34.02% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.57% | -0.49% | +111.62% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.41% | -0.01% | +42.45% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.37% | — | +12.60% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.36% | — | +38.12% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.35% | — | +105.58% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.21% | -0.14% | +46.17% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.13% | — | +58.47% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.12% | — | +15.41% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.97% | -0.10% | +65.60% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.97% | +0.08% | +94.54% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.92% | — | +50.04% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.87% | — | +133.15% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.76% | +0.01% | +154.74% | |
| 19 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.74% | -0.19% | +215.25% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.71% | +0.06% | +30.18% | |
| 21 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.70% | -0.20% | -0.67% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.69% | — | +54.71% | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.68% | +0.05% | +50.48% | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.68% | -0.15% | +101.12% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.67% | +0.01% | +37.87% | |
| 26 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.62% | — | +41.14% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | — | +15.21% | |
| 28 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.61% | — | -10.35% | |
| 29 | BND | Vanguard Total Bond Market | ETF-其他 | 0.59% | — | +68.15% | |
| 30 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.56% | — | +52.65% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | +0.01% | +17.22% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.53% | — | +36.89% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.53% | +0.17% | +40.84% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.52% | +0.06% | +66.95% | |
| 35 | T | At&t INC | 股票-通訊服務 | 0.52% | — | +23.97% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.50% | — | +16.10% | |
| 37 | VTV | Vanguard Value ETF | ETF-其他 | 0.49% | +0.03% | +29.44% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.48% | -0.17% | +50.12% | |
| 39 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 0.46% | — | +53.64% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.43% | — | +21.63% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.43% | — | +25.08% | |
| 42 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.43% | — | +53.35% | |
| 43 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.42% | — | +71.62% | |
| 44 | BA | Boeing Co/the | 股票-工業 | 0.41% | — | +11.14% | |
| 45 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.38% | — | +7.68% | |
| 46 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.38% | — | +15.70% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.38% | -0.10% | +14.24% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.37% | — | +12.01% | |
| 49 | VUG | Vanguard Growth ETF | ETF-其他 | 0.36% | — | +24.62% | |
| 50 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.36% | +0.02% | +32.12% |