CIK: 0001599868
申報總市值
US$38.0億
僅顯示前 200 大持股（共 854 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 | 3.02% | — | -0.59% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.24% | +0.05% | +4.76% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.20% | -1.02% | +2.59% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.08% | — | +80.25% | |
| 5 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.88% | +0.36% | -0.18% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.86% | +0.09% | -23.18% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.75% | -0.76% | +6.23% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.55% | — | +2.09% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.54% | — | -13.57% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.53% | — | +4.16% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.53% | +0.08% | +8.41% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.49% | — | +2.32% | |
| 13 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 1.45% | — | -17.75% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.36% | +0.45% | +1.62% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.30% | +0.13% | +20.99% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.26% | +0.14% | +2.09% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.22% | — | -1.67% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.10% | — | +2.37% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.05% | — | +0.64% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 1.05% | — | +11.35% | |
| 21 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 1.04% | — | +0.10% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.01% | — | +4.50% | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.00% | — | +1.81% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.98% | — | -2.61% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.97% | — | +4.59% | |
| 26 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.96% | — | -23.83% | |
| 27 | UNP | Union Pacific CORP | 股票-工業 | 0.95% | — | +9.85% | |
| 28 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.93% | — | +1.95% | |
| 29 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.87% | — | -1.32% | |
| 30 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.84% | — | +5.20% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.81% | — | -0.54% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.79% | — | +12.59% | |
| 33 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.77% | — | +24.58% | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.76% | — | +13.31% | |
| 35 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 0.75% | — | +0.40% | |
| 36 | BND | Vanguard Total Bond Market | ETF-其他 | 0.75% | -0.38% | -2.36% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.72% | — | +0.23% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.66% | — | -1.91% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | — | -0.28% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.66% | — | -1.33% | |
| 41 | BA | Boeing Co/the | 股票-工業 | 0.63% | -0.28% | -3.15% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.63% | — | -3.30% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | — | -0.71% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.55% | — | +0.62% | |
| 45 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.55% | — | +20.14% | |
| 46 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.54% | -0.31% | -2.15% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.53% | — | -1.31% | |
| 48 | MA | Mastercard INC - A | 股票-金融 | 0.52% | — | -6.89% | |
| 49 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.52% | — | -1.34% | |
| 50 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.50% | — | +3.37% |