CIK: 0001599868
申報總市值
US$38.0億
僅顯示前 200 大持股（共 505 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 | 4.40% | — | +3.08% | |
| 2 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.99% | -1.02% | +9.45% | |
| 3 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 3.84% | +0.36% | +1.97% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.00% | +0.05% | +32.45% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.92% | — | +14.49% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.92% | -0.76% | +6.15% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.63% | — | +6.31% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.11% | +0.14% | +31.18% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.10% | — | +5.55% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.93% | +0.08% | +196.28% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.89% | — | +19.89% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.82% | — | +6.65% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.53% | — | +0.51% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.50% | — | +1.23% | |
| 15 | UNP | Union Pacific CORP | 股票-工業 | 1.41% | — | +60.94% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 1.40% | — | +16.32% | |
| 17 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 1.34% | — | +578.68% | |
| 18 | WFC | Wells Fargo & Co | 股票-金融 | 1.29% | — | +3.61% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.21% | — | +517.43% | |
| 20 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.17% | — | -0.38% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.15% | — | +682.96% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.11% | — | +5.20% | |
| 23 | BND | Vanguard Total Bond Market | ETF-其他 | 1.07% | -0.38% | +348.73% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.03% | — | +7.08% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.97% | -0.31% | +2.75% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.96% | — | +3.27% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.95% | — | +197.52% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.95% | — | +1.45% | |
| 29 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.90% | — | +805.87% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.87% | — | +110.23% | |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.84% | — | +65.91% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.84% | — | -2.26% | |
| 33 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.78% | — | -13.87% | |
| 34 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.77% | — | +58.01% | |
| 35 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 0.71% | — | +591.51% | |
| 36 | FISV | Fiserv INC | 股票-其他 | 0.71% | — | +0.50% | |
| 37 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.70% | — | +4.46% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.69% | — | -1.45% | |
| 39 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.69% | — | +12.47% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.68% | — | +9.94% | |
| 41 | GM | General Motors Co | 股票-循環性消費 | 0.67% | — | -1.29% | |
| 42 | HD | Home Depot INC | 股票-循環性消費 | 0.67% | — | +1.29% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.66% | — | +12.58% | |
| 44 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.64% | — | +1.67% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.63% | — | +1.08% | |
| 46 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.61% | — | +4.28% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.61% | — | +2461.68% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.60% | — | +113.25% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.60% | — | +1.15% | |
| 50 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.60% | — | +4.63% |