CIK: 0001599868
申報總市值
US$38.0億
僅顯示前 200 大持股（共 855 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 | 3.04% | — | -0.60% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.46% | +0.09% | +27163.20% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.22% | +0.05% | +9.70% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.16% | -1.02% | +1.61% | |
| 5 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.91% | +0.36% | +2.59% | |
| 6 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 1.86% | — | — | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.76% | — | — | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.70% | -0.76% | -2.00% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.57% | — | +3.60% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.54% | — | +11.14% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.47% | — | +0.45% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.43% | +0.08% | -0.94% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.34% | +0.45% | — | |
| 14 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 1.26% | — | — | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.19% | +0.14% | -2.17% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.15% | — | +3.88% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.13% | — | +7.23% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.10% | — | +1.30% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.10% | +0.13% | +88.57% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.08% | — | +0.56% | |
| 21 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 1.04% | — | -0.18% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.01% | — | +3.46% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.00% | — | +6.58% | |
| 24 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.98% | — | +9.36% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.98% | — | +4.55% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.98% | — | +2.99% | |
| 27 | VTV | Vanguard Value ETF | ETF-其他 | 0.96% | — | +6.15% | |
| 28 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.93% | — | +5.53% | |
| 29 | UNP | Union Pacific CORP | 股票-工業 | 0.92% | — | +7.79% | |
| 30 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.82% | — | +1.50% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.81% | — | -3.59% | |
| 32 | BND | Vanguard Total Bond Market | ETF-其他 | 0.77% | -0.38% | -1.28% | |
| 33 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 0.76% | — | +2.27% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.75% | — | +5.27% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.73% | — | +0.85% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.71% | — | -1.01% | |
| 37 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 0.68% | — | — | |
| 38 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.67% | — | +2.46% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | — | +4.62% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.64% | — | +4.46% | |
| 41 | BA | Boeing Co/the | 股票-工業 | 0.64% | -0.28% | +1.63% | |
| 42 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.63% | — | +2.61% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | — | +30.74% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.59% | — | +7.26% | |
| 45 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.58% | -0.31% | -0.09% | |
| 46 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.57% | — | +12.17% | |
| 47 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.56% | — | -0.19% | |
| 48 | MA | Mastercard INC - A | 股票-金融 | 0.56% | — | +6.34% | |
| 49 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.54% | — | -68.53% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.54% | — | +6.57% |