CIK: 0001599868
申報總市值
US$38.0億
僅顯示前 200 大持股（共 471 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 | 4.34% | — | +1.81% | |
| 2 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.99% | -1.02% | +0.31% | |
| 3 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 3.54% | +0.36% | -1.18% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.03% | +0.05% | +3.72% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.79% | — | +1.26% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.77% | -0.76% | +0.09% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.30% | — | +0.22% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.09% | — | +0.42% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.08% | +0.14% | +4.29% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.95% | — | +6.03% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.80% | +0.08% | +3.45% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.80% | — | +56.18% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.55% | — | +0.98% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.50% | — | +1.51% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.44% | — | -14.47% | |
| 16 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 1.37% | — | +5.64% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.36% | — | +4.34% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.25% | — | +4.57% | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 1.24% | — | -0.44% | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.19% | — | +5.05% | |
| 21 | WFC | Wells Fargo & Co | 股票-金融 | 1.14% | — | +7.00% | |
| 22 | UNP | Union Pacific CORP | 股票-工業 | 1.08% | — | +3.09% | |
| 23 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.03% | — | -0.69% | |
| 24 | BND | Vanguard Total Bond Market | ETF-其他 | 1.00% | -0.38% | +3.77% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.98% | — | -2.00% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.97% | — | +0.69% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.97% | — | +10.40% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.96% | — | +14.93% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.95% | — | -1.22% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.94% | — | -7.07% | |
| 31 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.91% | -0.31% | -2.31% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.85% | — | -0.55% | |
| 33 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 0.84% | — | +14.60% | |
| 34 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.78% | — | -0.91% | |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.72% | — | +9.78% | |
| 36 | FISV | Fiserv INC | 股票-其他 | 0.67% | — | +14.23% | |
| 37 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.66% | — | -3.66% | |
| 38 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.66% | — | +0.01% | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.65% | — | +7.29% | |
| 40 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.65% | — | +25.89% | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.65% | — | +0.15% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.64% | — | +7.07% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.62% | — | +6.88% | |
| 44 | MA | Mastercard INC - A | 股票-金融 | 0.62% | — | +10.80% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.62% | — | +3.44% | |
| 46 | HD | Home Depot INC | 股票-循環性消費 | 0.61% | — | +8.54% | |
| 47 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.61% | — | +6.81% | |
| 48 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.60% | — | +7.84% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.58% | — | +9.09% | |
| 50 | PEP | Pepsico INC | 股票-非循環性消費 | 0.58% | — | +17.50% |