CIK: 0001599868
申報總市值
US$38.0億
僅顯示前 200 大持股（共 1049 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 | 4.10% | -1.02% | +0.77% | |
| 2 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.90% | -0.76% | +16.42% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 3.03% | +0.86% | +43.79% | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 3.02% | — | +0.04% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.02% | +0.45% | +2.96% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.17% | +0.05% | +4.14% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.96% | — | -0.83% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.78% | — | -2.05% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.50% | — | +14.74% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.48% | +0.08% | +4.33% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.43% | — | +0.35% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.42% | — | -0.12% | |
| 13 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.29% | +0.36% | -5.41% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.22% | — | +0.69% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.22% | — | -1.24% | |
| 16 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.20% | +0.09% | -4.18% | |
| 17 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.11% | — | +5.73% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.07% | — | +14.36% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.06% | — | -9.78% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.01% | — | +8.52% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.01% | — | +5.76% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 1.00% | — | -11.61% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.99% | +0.13% | +265.36% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.96% | — | -0.57% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.94% | -0.31% | +45.29% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.91% | +0.14% | +11.26% | |
| 27 | UNP | Union Pacific CORP | 股票-工業 | 0.87% | — | -2.59% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.79% | — | -2.97% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.75% | — | +19.17% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.71% | — | -2.35% | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.70% | — | -13.99% | |
| 32 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.70% | — | +6.64% | |
| 33 | MA | Mastercard INC - A | 股票-金融 | 0.69% | — | +8.71% | |
| 34 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 0.67% | — | +10.77% | |
| 35 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.64% | — | +18.54% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.60% | — | -10.38% | |
| 37 | BA | Boeing Co/the | 股票-工業 | 0.60% | -0.28% | +9.05% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.58% | — | -5.68% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.57% | — | -1.25% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | — | +13.61% | |
| 41 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.53% | — | -1.36% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.53% | — | +0.05% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.51% | — | -5.78% | |
| 44 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.51% | — | +50.73% | |
| 45 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 0.50% | — | +20.62% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.50% | — | +12.65% | |
| 47 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.48% | — | +10.70% | |
| 48 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.48% | — | +1.27% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.47% | — | -3.84% | |
| 50 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.46% | — | +13.07% |