CIK: 0001681115
申報總市值
US$144.6億
僅顯示前 200 大持股（共 5358 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 | 4.11% | -0.05% | +10.18% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.58% | +0.08% | -0.42% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.05% | -0.05% | -0.37% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.87% | -0.49% | +10.23% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.61% | — | +9.29% | |
| 6 | AAPL | Apple INC | 股票-科技 | 1.59% | +0.26% | +5.43% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.35% | — | +12.25% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.31% | — | -13.06% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.31% | +0.08% | +6.86% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.25% | -0.01% | +7.36% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.23% | -0.14% | -3.29% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.16% | — | -8.31% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.12% | — | -4.78% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.11% | +0.03% | +3.95% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.99% | — | +6.21% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.98% | — | +533.56% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.98% | -0.17% | +128.51% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.93% | — | +2.39% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.85% | -0.10% | -1.69% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.84% | +0.01% | -12.31% | |
| 21 | VUG | Vanguard Growth ETF | ETF-其他 | 0.83% | — | -1.52% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.81% | +0.01% | +0.39% | |
| 23 | BND | Vanguard Total Bond Market | ETF-其他 | 0.73% | — | +2.34% | |
| 24 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.70% | -0.19% | -14.64% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.69% | +0.06% | +2.23% | |
| 26 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.66% | — | -0.88% | |
| 27 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.62% | — | -1.60% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | +0.01% | +9.56% | |
| 29 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.58% | -0.15% | -7.11% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.53% | +0.06% | +19.21% | |
| 31 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.50% | — | +82.21% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | — | +4.55% | |
| 33 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.50% | — | +1.52% | |
| 34 | T | At&t INC | 股票-通訊服務 | 0.50% | — | +19.75% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.49% | +0.17% | +7.63% | |
| 36 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.47% | — | -4.78% | |
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.47% | — | -0.42% | |
| 38 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.46% | — | -4.31% | |
| 39 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.45% | — | +17.57% | |
| 40 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.44% | +0.02% | +28.67% | |
| 41 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.43% | +0.24% | +224.34% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.43% | — | +7.83% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.43% | — | -25.63% | |
| 44 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.42% | -0.20% | -25.82% | |
| 45 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.41% | — | +2.32% | |
| 46 | BA | Boeing Co/the | 股票-工業 | 0.39% | — | +1.11% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.38% | — | -1.87% | |
| 48 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.38% | +0.09% | +40.54% | |
| 49 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.38% | +0.05% | +62.44% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.37% | — | -2.28% |