CIK: 0001599868
申報總市值
US$38.0億
僅顯示前 200 大持股（共 477 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% | — | +3.98% | |
| 2 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.11% | -1.02% | +5.01% | |
| 3 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 3.81% | +0.36% | -0.10% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.99% | +0.05% | +5.22% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.98% | — | +2.95% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.87% | -0.76% | +0.82% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.49% | — | -3.26% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.20% | +0.14% | +3.05% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.15% | — | +3.27% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.88% | — | +7.35% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.83% | — | +0.72% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.82% | +0.08% | -3.31% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.57% | — | +2.68% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.54% | — | +3.40% | |
| 15 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 1.37% | — | +3.60% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 1.32% | — | -4.69% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.25% | — | +3.63% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.23% | — | +104.96% | |
| 19 | WFC | Wells Fargo & Co | 股票-金融 | 1.22% | — | +0.79% | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.22% | — | +8.21% | |
| 21 | AAPL | Apple INC | 股票-科技 | 1.20% | — | +48.25% | |
| 22 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.16% | — | -1.65% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.12% | — | -3.84% | |
| 24 | BND | Vanguard Total Bond Market | ETF-其他 | 1.05% | -0.38% | +0.66% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.05% | — | +24.68% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.05% | — | +3.30% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.02% | — | +8.42% | |
| 28 | UNP | Union Pacific CORP | 股票-工業 | 1.02% | — | -31.28% | |
| 29 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.95% | — | +9.89% | |
| 30 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.95% | -0.31% | -2.09% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.87% | — | -5.81% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.87% | — | +6.39% | |
| 33 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.82% | — | +6.90% | |
| 34 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 0.76% | — | +7.51% | |
| 35 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.73% | — | -5.86% | |
| 36 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.69% | — | -18.06% | |
| 37 | FISV | Fiserv INC | 股票-其他 | 0.68% | — | -4.75% | |
| 38 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.67% | — | -0.50% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.66% | — | -2.29% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.65% | — | +0.65% | |
| 41 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.63% | — | -2.28% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.63% | — | +6.49% | |
| 43 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.62% | — | -1.00% | |
| 44 | HD | Home Depot INC | 股票-循環性消費 | 0.60% | — | -1.45% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | — | -0.02% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.60% | — | -6.77% | |
| 47 | SYK | Stryker CORP | 股票-醫療保健 | 0.60% | — | -0.92% | |
| 48 | MSFT | Microsoft CORP | 股票-科技 | 0.58% | — | -4.38% | |
| 49 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.58% | — | +0.64% | |
| 50 | ADP | Automatic Data Processing | 股票-科技 | 0.57% | — | +0.56% |