CIK: 0001599868
申報總市值
US$38.0億
僅顯示前 200 大持股（共 507 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 | 4.35% | — | +5.65% | |
| 2 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.96% | -1.02% | +0.31% | |
| 3 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 3.59% | +0.36% | -0.60% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.84% | +0.05% | +1.02% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.66% | -0.76% | +1.62% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.58% | — | +2.00% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.45% | — | -0.83% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.22% | — | +2.02% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.08% | — | +16.44% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.00% | — | +11.42% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.93% | +0.14% | +2.56% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.84% | +0.08% | +3.56% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.57% | — | -0.81% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.52% | — | +2.60% | |
| 15 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 1.46% | — | +4.95% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.39% | — | +48.25% | |
| 17 | WFC | Wells Fargo & Co | 股票-金融 | 1.34% | — | +0.19% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.31% | — | +2.87% | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.31% | — | -1.81% | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.29% | — | -5.27% | |
| 21 | VTV | Vanguard Value ETF | ETF-其他 | 1.24% | — | -1.88% | |
| 22 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.17% | — | +7.37% | |
| 23 | UNP | Union Pacific CORP | 股票-工業 | 1.07% | — | -2.34% | |
| 24 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.04% | — | +14.02% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.03% | — | +4.54% | |
| 26 | BND | Vanguard Total Bond Market | ETF-其他 | 0.99% | -0.38% | +8.03% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.97% | — | +8.81% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.93% | — | -3.04% | |
| 29 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.93% | — | -0.89% | |
| 30 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 0.92% | — | +5.09% | |
| 31 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.90% | -0.31% | +2.66% | |
| 32 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.81% | — | +0.03% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.74% | — | -27.26% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.74% | — | -4.62% | |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.71% | — | +5.24% | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.67% | — | -0.88% | |
| 37 | GS | Goldman Sachs Group INC | 股票-金融 | 0.67% | — | -2.18% | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.66% | — | +3.84% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | — | -0.48% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.65% | — | +6.74% | |
| 41 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.65% | — | -0.52% | |
| 42 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.64% | — | +7.75% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.64% | — | +9.38% | |
| 44 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.63% | — | -1.39% | |
| 45 | FISV | Fiserv INC | 股票-其他 | 0.63% | — | -7.05% | |
| 46 | ADP | Automatic Data Processing | 股票-科技 | 0.61% | — | -0.22% | |
| 47 | HD | Home Depot INC | 股票-循環性消費 | 0.61% | — | +0.41% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.60% | — | +1.15% | |
| 49 | MA | Mastercard INC - A | 股票-金融 | 0.60% | — | -0.32% | |
| 50 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.59% | — | -0.82% |