CIK: 0001344551
申報總市值
US$490.4億
僅顯示前 200 大持股（共 3003 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 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 6.87% | -0.87% | +2.95% | |
| 2 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 4.70% | +0.17% | +2.55% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.37% | +0.11% | +3.45% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.10% | -0.12% | +1.91% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.10% | -0.35% | +6.21% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.01% | -0.08% | +4.45% | |
| 7 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.84% | +0.15% | +4.90% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.66% | — | +3.95% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.65% | -0.14% | +3.18% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.49% | +0.09% | +2.62% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.47% | -0.11% | +3.75% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.39% | +0.16% | +123.16% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.37% | — | +7.52% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.33% | -0.68% | +774.86% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.24% | +0.10% | -3.11% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.22% | — | +1.88% | |
| 17 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 1.16% | — | +6.51% | |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.15% | — | -17.97% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 1.11% | -0.10% | +2.37% | |
| 20 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 1.06% | — | +4.26% | |
| 21 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.05% | -0.20% | +2.36% | |
| 22 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.01% | — | +1.72% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.00% | -0.13% | +3.24% | |
| 24 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.94% | — | +3.87% | |
| 25 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.88% | — | +0.90% | |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.82% | — | +13.78% | |
| 27 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.81% | -0.08% | -12.33% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.76% | — | +265.21% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.76% | — | +42.86% | |
| 30 | T | At&t INC | 股票-通訊服務 | 0.73% | +0.10% | +3.79% | |
| 31 | BND | Vanguard Total Bond Market | ETF-其他 | 0.72% | — | +98.08% | |
| 32 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.72% | — | +10.90% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.69% | — | +0.94% | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.67% | — | +2.92% | |
| 35 | VST | Vistra CORP | 股票-公用事業 | 0.66% | -0.28% | -12.32% | |
| 36 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.65% | +0.80% | -58.60% | |
| 37 | VTV | Vanguard Value ETF | ETF-其他 | 0.60% | — | -9.66% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.58% | — | +5.62% | |
| 39 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.56% | — | +4.28% | |
| 40 | VUG | Vanguard Growth ETF | ETF-其他 | 0.53% | — | -1.58% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.53% | — | +0.07% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | — | +11.49% | |
| 43 | UTHR | United Therapeutics CORP | 股票-醫療保健 | 0.49% | +0.11% | +38.07% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.48% | — | +11.56% | |
| 45 | SYF | Synchrony Financial | 股票-金融 | 0.46% | -0.13% | -3.90% | |
| 46 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.45% | — | +4.04% | |
| 47 | FOXA | Fox CORP - Class A | 股票-通訊服務 | 0.44% | -0.13% | +69.11% | |
| 48 | AFL | Aflac INC | 股票-金融 | 0.41% | — | +8.16% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.41% | — | +1.35% | |
| 50 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.40% | — | +2.20% |