CIK: 0001599868
申報總市值
US$38.0億
僅顯示前 200 大持股（共 502 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 | 4.60% | — | +3.02% | |
| 2 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.80% | -1.02% | +3.71% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.40% | +0.05% | +3.01% | |
| 4 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 3.17% | +0.36% | -1.87% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.84% | -0.76% | +4.37% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.58% | — | +1.60% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.26% | +0.08% | +3.54% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.16% | — | +0.92% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.05% | — | +2.49% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.00% | — | — | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.91% | +0.14% | — | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.86% | — | +17.30% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.66% | — | +0.31% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.64% | — | +2.58% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.60% | — | +1.88% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.59% | — | — | |
| 17 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 1.54% | — | +4.43% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.50% | — | +1.02% | |
| 19 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 1.24% | — | +3.72% | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.22% | — | — | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.19% | — | +2.88% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.18% | — | — | |
| 23 | WFC | Wells Fargo & Co | 股票-金融 | 1.18% | — | +1.44% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 1.17% | — | +10.16% | |
| 25 | BND | Vanguard Total Bond Market | ETF-其他 | 1.17% | -0.38% | +3.58% | |
| 26 | UNP | Union Pacific CORP | 股票-工業 | 1.08% | — | +6.36% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.08% | — | — | |
| 28 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.89% | — | -1.96% | |
| 29 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.88% | -0.31% | +2.29% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.84% | — | +4.20% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.80% | — | — | |
| 32 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.80% | — | +11.95% | |
| 33 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.78% | — | -0.89% | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.76% | — | -0.65% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.76% | — | +18.47% | |
| 36 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.75% | — | -0.34% | |
| 37 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.75% | — | +7.33% | |
| 38 | BA | Boeing Co/the | 股票-工業 | 0.71% | -0.28% | +0.30% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.71% | — | +2.62% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.70% | — | +1.65% | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.66% | — | +2.29% | |
| 42 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.66% | — | +2.46% | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.65% | — | +2.61% | |
| 44 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.65% | — | — | |
| 45 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.64% | — | — | |
| 46 | PFE | Pfizer INC | 股票-醫療保健 | 0.64% | — | -14.97% | |
| 47 | FISV | Fiserv INC | 股票-其他 | 0.62% | — | +2.78% | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.62% | — | +1.93% | |
| 49 | ABBV | Abbvie INC | 股票-醫療保健 | 0.61% | — | +1.42% | |
| 50 | GS | Goldman Sachs Group INC | 股票-金融 | 0.61% | — | +0.92% |