CIK: 0001555170
申報總市值
US$246.7億
僅顯示前 200 大持股（共 3933 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 | 13.32% | -0.61% | -4.21% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 7.65% | +0.77% | +9.43% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 6.19% | -0.48% | -7.05% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 6.15% | +0.03% | +6.19% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 5.86% | — | +0.34% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 5.81% | -0.77% | +11.93% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 4.11% | — | +15.41% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.08% | — | +7.19% | |
| 9 | MBB | Ishares Mbs ETF | ETF-其他 | 1.74% | — | +12.04% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.54% | -0.13% | +8.41% | |
| 11 | QLTY | Gmo U.s. Quality ETF | ETF-其他 | 1.48% | -0.10% | +5.17% | |
| 12 | USIG | Ishares Broad Usd Investment | ETF-其他 | 1.46% | — | +13.30% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.38% | — | +3.00% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.25% | -0.08% | +2.26% | |
| 15 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股與成長 | 1.24% | — | -8.00% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 0.85% | -0.20% | +13.23% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.84% | — | +4.64% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.83% | +0.24% | +5.24% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.76% | — | +37.91% | |
| 20 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.68% | — | +2.71% | |
| 21 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.67% | — | +4.56% | |
| 22 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.66% | +0.11% | +3.47% | |
| 23 | TSPA | T Rowe Price US Eqy Research | ETF-其他 | 0.66% | — | +10.95% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.59% | — | -0.53% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.50% | — | +3.26% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.50% | -0.09% | +12.16% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.49% | — | +1.07% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | — | +24.90% | |
| 29 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.43% | — | +10.49% | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 0.42% | -0.08% | +0.80% | |
| 31 | VUG | Vanguard Growth ETF | ETF-其他 | 0.42% | — | +6.63% | |
| 32 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.41% | — | +4.37% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.40% | — | +29.52% | |
| 34 | HD | Home Depot INC | 股票-循環性消費 | 0.38% | — | +33.15% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.38% | — | +1.60% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | — | +39.34% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.36% | +0.36% | NEW | |
| 38 | SUB | Ishares Short-term National | ETF-其他 | 0.34% | — | +20.67% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.32% | -0.12% | +275.52% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.32% | — | -0.95% | |
| 41 | VTV | Vanguard Value ETF | ETF-其他 | 0.32% | — | +9.57% | |
| 42 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.32% | +0.23% | +6.95% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.30% | -0.07% | -2.15% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.29% | +0.09% | +31.00% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.29% | — | +294.93% | |
| 46 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.28% | — | -3.88% | |
| 47 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.28% | — | -7.32% | |
| 48 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.27% | +0.06% | +65.17% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.27% | — | +7.58% | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.26% | +0.05% | +8.91% |