CIK: 0001535865
申報總市值
US$89.4億
僅顯示前 200 大持股（共 630 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 | 8.74% | +0.19% | -2.00% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.79% | -0.19% | +31.39% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 4.03% | — | +6.82% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.57% | — | +20.53% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.43% | — | +2.75% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.31% | — | +19.34% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.13% | — | +7.50% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.01% | -0.16% | +35.21% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.79% | +0.39% | -12.02% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.57% | — | +35.22% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.55% | — | +114.85% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.28% | — | +70.29% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.26% | — | +126.91% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.12% | -0.13% | +20.42% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.08% | +0.17% | -11.60% | |
| 16 | ✓ | Powershares S&p Smallcap Low | 股票-其他 | 0.98% | — | +0.17% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.95% | -0.13% | +12.65% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.95% | — | +19.26% | |
| 19 | AAPL | Apple INC | 股票-科技 | 0.87% | — | +16.21% | |
| 20 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.80% | — | +98.58% | |
| 21 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.79% | — | +84.92% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.77% | — | +4.03% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 0.74% | — | -6.59% | |
| 24 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資等級公司債 | 0.68% | — | +63.07% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.62% | -0.67% | +14.92% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.62% | — | +15.99% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.57% | — | +1973.86% | |
| 28 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.53% | — | -1.75% | |
| 29 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.52% | — | +128.82% | |
| 30 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.51% | — | — | |
| 31 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.50% | — | +1.10% | |
| 32 | T | At&t INC | 股票-通訊服務 | 0.49% | — | +32.14% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.47% | — | +1720.66% | |
| 34 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.47% | — | +11.92% | |
| 35 | VTV | Vanguard Value ETF | ETF-其他 | 0.47% | — | +26.89% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | — | +12.93% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.44% | — | +181.08% | |
| 38 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.44% | — | +11.97% | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.44% | — | +93.35% | |
| 40 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 0.41% | — | +7.33% | |
| 41 | PFE | Pfizer INC | 股票-醫療保健 | 0.41% | — | +27.49% | |
| 42 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.39% | — | -51.50% | |
| 43 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.38% | — | +20.51% | |
| 44 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.38% | +0.95% | +174.23% | |
| 45 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.38% | — | +67.82% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.37% | — | +1009.51% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.36% | +0.16% | +1964.57% | |
| 48 | MO | Altria Group INC | 股票-非循環性消費 | 0.34% | — | +133.00% | |
| 49 | ABBV | Abbvie INC | 股票-醫療保健 | 0.34% | — | +27.52% | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.34% | — | -0.49% |