CIK: 0001599868
申報總市值
US$38.0億
僅顯示前 200 大持股（共 479 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 | 5.27% | — | +0.87% | |
| 2 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 4.62% | +0.36% | +0.59% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.44% | -1.02% | +6.05% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.38% | -0.76% | +4.25% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 3.02% | — | -0.90% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.87% | +0.05% | +5.33% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.85% | — | +2.44% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.38% | — | +1.89% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.14% | — | -6.25% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.94% | — | +0.10% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.89% | +0.14% | +8.59% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.88% | — | -5.75% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.81% | — | -6.32% | |
| 14 | WFC | Wells Fargo & Co | 股票-金融 | 1.73% | — | +2.23% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 1.47% | — | +2.49% | |
| 16 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.40% | — | +0.02% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.23% | — | +0.45% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.19% | — | +0.19% | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.19% | -0.31% | +1.67% | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.11% | — | +2.76% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.09% | — | -3.08% | |
| 22 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.07% | — | -4.66% | |
| 23 | UNP | Union Pacific CORP | 股票-工業 | 1.06% | — | +5.21% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.05% | — | -6.40% | |
| 25 | GM | General Motors Co | 股票-循環性消費 | 0.91% | — | -5.30% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.87% | — | +4.22% | |
| 27 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.83% | — | -5.55% | |
| 28 | HD | Home Depot INC | 股票-循環性消費 | 0.81% | — | +2.19% | |
| 29 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.80% | — | +4.08% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.80% | +0.08% | +62.91% | |
| 31 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.80% | — | +104.08% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.79% | — | -4.56% | |
| 33 | FISV | Fiserv INC | 股票-其他 | 0.78% | — | +1.36% | |
| 34 | MA | Mastercard INC - A | 股票-金融 | 0.74% | — | +3.16% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.73% | — | +9.95% | |
| 36 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.73% | — | -0.41% | |
| 37 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.69% | — | +3.50% | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.68% | — | -5.23% | |
| 39 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.67% | — | +3.73% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.67% | — | — | |
| 41 | ADP | Automatic Data Processing | 股票-科技 | 0.66% | — | +4.80% | |
| 42 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.65% | — | -0.64% | |
| 43 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.64% | — | +2.61% | |
| 44 | BLKCHF | Blackrock INC | 股票-其他 | 0.63% | — | +5.12% | |
| 45 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.62% | — | +21.35% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | — | +6.34% | |
| 47 | DHR | Danaher CORP | 股票-醫療保健 | 0.61% | — | +3.97% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.61% | — | +5.00% | |
| 49 | BA | Boeing Co/the | 股票-工業 | 0.60% | -0.28% | +5.06% | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.60% | — | +5.59% |