CIK: 0001599868
申報總市值
US$38.0億
僅顯示前 200 大持股（共 458 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 | 5.29% | — | -7.84% | |
| 2 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.43% | -1.02% | -7.31% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.90% | +0.05% | -0.37% | |
| 4 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 3.88% | +0.36% | -6.34% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.26% | -0.76% | -3.49% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.00% | — | +1.36% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.60% | +0.08% | +9.06% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.46% | — | -8.94% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.39% | — | -7.68% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.93% | — | +21.80% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.92% | — | -7.27% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.90% | — | -23.50% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.85% | — | +3.89% | |
| 14 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 1.79% | — | +1.29% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.77% | — | +5.42% | |
| 16 | WFC | Wells Fargo & Co | 股票-金融 | 1.45% | — | -7.70% | |
| 17 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 1.44% | — | +27.13% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.40% | — | +11.48% | |
| 19 | BND | Vanguard Total Bond Market | ETF-其他 | 1.40% | -0.38% | +17.73% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 1.28% | — | -11.43% | |
| 21 | UNP | Union Pacific CORP | 股票-工業 | 1.19% | — | -0.75% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.08% | — | -1.87% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.03% | -0.31% | -2.95% | |
| 24 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.99% | — | -2.76% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.94% | — | -2.40% | |
| 26 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.89% | — | +4.21% | |
| 27 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.87% | — | +1.65% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.87% | — | -2.51% | |
| 29 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.84% | — | +1.47% | |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.84% | — | -4.43% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | — | -3.97% | |
| 32 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.76% | — | -2.81% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.76% | — | -5.34% | |
| 34 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.76% | — | -5.07% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.73% | — | -11.01% | |
| 36 | PFE | Pfizer INC | 股票-醫療保健 | 0.73% | — | -0.93% | |
| 37 | FISV | Fiserv INC | 股票-其他 | 0.71% | — | -4.78% | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.71% | — | -12.90% | |
| 39 | GS | Goldman Sachs Group INC | 股票-金融 | 0.71% | — | -3.35% | |
| 40 | MA | Mastercard INC - A | 股票-金融 | 0.70% | — | -5.43% | |
| 41 | BA | Boeing Co/the | 股票-工業 | 0.70% | -0.28% | -5.03% | |
| 42 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.69% | — | -3.97% | |
| 43 | HD | Home Depot INC | 股票-循環性消費 | 0.68% | — | -20.50% | |
| 44 | SYK | Stryker CORP | 股票-醫療保健 | 0.65% | — | -4.10% | |
| 45 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.64% | — | -0.07% | |
| 46 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.63% | — | -2.47% | |
| 47 | BLKCHF | Blackrock INC | 股票-其他 | 0.62% | — | -2.95% | |
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.62% | — | -4.37% | |
| 49 | ABBV | Abbvie INC | 股票-醫療保健 | 0.62% | — | -2.75% | |
| 50 | MMM | 3m Co | 股票-工業 | 0.62% | — | -3.07% |