CIK: 0001599868
申報總市值
US$38.0億
僅顯示前 200 大持股（共 980 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 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.83% | -1.02% | +23.56% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 3.07% | — | -2.14% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.61% | -0.76% | +12.52% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.52% | +0.45% | +37.59% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.18% | +0.05% | +5.28% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.77% | — | +16.53% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.65% | — | -1.38% | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 1.52% | +0.86% | +35.56% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.52% | — | +5.99% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.51% | +0.08% | +4.00% | |
| 11 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.48% | +0.36% | +0.96% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.38% | — | +0.48% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.36% | — | +14.19% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.35% | — | +9.94% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.26% | — | -2.41% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.21% | +0.13% | -2.22% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 1.17% | — | +41.02% | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.14% | — | +12.30% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.12% | — | +13.56% | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.10% | — | +4.10% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.08% | — | +5.90% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.07% | — | +4.76% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.04% | — | +129.19% | |
| 24 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.02% | +0.09% | +30.92% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.01% | — | +3.43% | |
| 26 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.95% | — | -2.35% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.91% | +0.14% | +3.98% | |
| 28 | UNP | Union Pacific CORP | 股票-工業 | 0.88% | — | +2.25% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.81% | — | +67.39% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.79% | — | -0.21% | |
| 31 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 0.75% | — | -1.51% | |
| 32 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.67% | — | +1.44% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.64% | — | -2.75% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.63% | — | -1.33% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.63% | +0.09% | +10.40% | |
| 36 | MA | Mastercard INC - A | 股票-金融 | 0.62% | — | +2.40% | |
| 37 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.62% | — | +7.05% | |
| 38 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.56% | — | -6.52% | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.55% | — | +9.78% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | — | +0.49% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.53% | — | -21.64% | |
| 42 | BA | Boeing Co/the | 股票-工業 | 0.53% | -0.28% | +40.05% | |
| 43 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 0.52% | — | -1.09% | |
| 44 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.52% | — | +16.00% | |
| 45 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.51% | -0.31% | +1.83% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | — | +2.08% | |
| 47 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.49% | — | +4.98% | |
| 48 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.48% | — | +9.31% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.47% | — | -1.43% | |
| 50 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.46% | — | +57.33% |