CIK: 0001599868
申報總市值
US$38.0億
僅顯示前 200 大持股（共 348 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 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 6.66% | +0.36% | -1.90% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 6.59% | — | +3.60% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 5.31% | -1.02% | +6.05% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 5.05% | — | -5.52% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 4.37% | — | +5.11% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 4.34% | — | +4.23% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.33% | — | +3.04% | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.97% | -0.76% | +9.70% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.85% | +0.05% | +0.93% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.56% | — | +0.96% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.21% | — | +4.97% | |
| 12 | UNP | Union Pacific CORP | 股票-工業 | 2.55% | — | +7.27% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.44% | — | +76.88% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.24% | +0.14% | +16.01% | |
| 15 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.99% | — | +0.20% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.83% | — | +0.61% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.72% | — | +3.13% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.68% | — | -0.25% | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 1.55% | — | +25.69% | |
| 20 | WFC | Wells Fargo & Co | 股票-金融 | 1.53% | — | -0.06% | |
| 21 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.51% | -0.31% | +3.80% | |
| 22 | GM | General Motors Co | 股票-循環性消費 | 1.34% | — | +27.29% | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.11% | — | -0.68% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.08% | -0.74% | -2.95% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.04% | — | +25.40% | |
| 26 | HPE | Hewlett-Packard Company | 股票-科技 | 0.96% | — | -11.05% | |
| 27 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.92% | — | -0.32% | |
| 28 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.87% | — | +1.95% | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.85% | — | +2.50% | |
| 30 | IGE | Ishares North American Natur | ETF-其他 | 0.75% | — | +2.86% | |
| 31 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.74% | — | +21.36% | |
| 32 | AAPL | Apple INC | 股票-科技 | 0.71% | — | -10.12% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.66% | +0.13% | +0.08% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.64% | — | +1.05% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.63% | — | +1.06% | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.60% | +0.86% | -1.59% | |
| 37 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.59% | — | +0.24% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.58% | — | -10.90% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.57% | +0.29% | -7.76% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.54% | — | +6.70% | |
| 41 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.51% | — | +2.98% | |
| 42 | SMHC | VanEck China Semiconductor ETF | ETF-新興市場 | 0.49% | — | +16.90% | |
| 43 | OKE | Oneok INC | 股票-能源 | 0.49% | — | +105.21% | |
| 44 | BP | Bp Plc-spons Adr | 股票-能源 | 0.47% | — | -1.78% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.46% | — | +0.28% | |
| 46 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.41% | — | -2.03% | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.36% | — | — | |
| 48 | LUV | Southwest Airlines Co | 股票-工業 | 0.35% | — | — | |
| 49 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.31% | — | -1.72% | |
| 50 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.26% | — | +0.88% |