CIK: 0001599868
申報總市值
US$38.0億
僅顯示前 200 大持股（共 739 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 | 3.66% | — | -0.19% | |
| 2 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.64% | -1.02% | -1.14% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.31% | +0.05% | +1.50% | |
| 4 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 2.17% | +0.36% | -1.04% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.15% | -0.76% | -1.97% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.87% | — | +4.44% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.73% | — | -1.71% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.69% | — | +3.81% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.66% | +0.08% | -0.33% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.47% | — | +3.79% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.42% | — | -0.73% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.31% | +0.14% | +2.03% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.31% | — | +1.57% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.21% | — | +0.53% | |
| 15 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 1.19% | — | +2.57% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.15% | — | +1.36% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.10% | — | -5.37% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.07% | — | -5.97% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.03% | — | -7.31% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.01% | — | +0.90% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.97% | — | -0.05% | |
| 22 | UNP | Union Pacific CORP | 股票-工業 | 0.97% | — | +2.96% | |
| 23 | VTV | Vanguard Value ETF | ETF-其他 | 0.97% | — | +3.38% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.94% | — | +3.20% | |
| 25 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 0.91% | — | +0.86% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.91% | — | +8.32% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.87% | — | -2.43% | |
| 28 | BND | Vanguard Total Bond Market | ETF-其他 | 0.84% | -0.38% | -0.89% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.81% | — | -3.31% | |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.78% | — | +3.66% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.78% | — | +7.39% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | — | +0.65% | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.75% | -0.31% | -1.72% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.73% | — | -0.58% | |
| 35 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.68% | — | -2.30% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.68% | — | -0.30% | |
| 37 | BA | Boeing Co/the | 股票-工業 | 0.67% | -0.28% | +1.01% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.66% | +0.13% | +2.52% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.65% | — | -0.56% | |
| 40 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.65% | — | +15.29% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.64% | — | -4.19% | |
| 42 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.58% | — | -2.19% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.56% | — | +1.26% | |
| 44 | PFE | Pfizer INC | 股票-醫療保健 | 0.55% | — | -0.37% | |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.53% | — | +8.12% | |
| 46 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.53% | — | +4.19% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.52% | — | -12.73% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.51% | — | -0.87% | |
| 49 | HD | Home Depot INC | 股票-循環性消費 | 0.50% | — | +2.96% | |
| 50 | OKE | Oneok INC | 股票-能源 | 0.49% | — | +6.60% |