CIK: 0001599868
申報總市值
US$38.0億
僅顯示前 200 大持股（共 1074 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 | 4.11% | -1.02% | +1.96% | |
| 2 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.77% | -0.76% | +10.41% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 3.30% | +0.86% | +23.76% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.11% | +0.45% | +10.56% | |
| 5 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 2.93% | — | +10.20% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.63% | — | +91.01% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.96% | +0.05% | +0.17% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.76% | — | -2.02% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.57% | — | +0.38% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.47% | +0.08% | +7.84% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.36% | — | -0.31% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.29% | — | +0.47% | |
| 13 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.25% | +0.09% | -3.31% | |
| 14 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.21% | +0.36% | -1.89% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.16% | — | +21.22% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.14% | +0.14% | +33.04% | |
| 17 | UNP | Union Pacific CORP | 股票-工業 | 1.11% | — | +38.65% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.11% | — | -1.04% | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.04% | -0.31% | +25.23% | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.04% | — | +20.72% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.03% | — | +20.80% | |
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.01% | — | +0.66% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.99% | — | -5.77% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.96% | +0.09% | +338.90% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.91% | — | -10.80% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.87% | — | -0.82% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.86% | — | +40.96% | |
| 28 | VTV | Vanguard Value ETF | ETF-其他 | 0.81% | — | -15.53% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.74% | — | +0.47% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.72% | — | +11.14% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.67% | +0.13% | -23.12% | |
| 32 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.65% | — | — | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.64% | — | +10.25% | |
| 34 | BA | Boeing Co/the | 股票-工業 | 0.64% | -0.28% | +2.75% | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.62% | — | +0.26% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.61% | — | -1.54% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.58% | — | -1.30% | |
| 38 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.55% | — | +15.21% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.53% | — | -0.47% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.52% | — | +46.11% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | — | -7.73% | |
| 42 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 0.50% | — | -21.98% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.50% | — | -9.22% | |
| 44 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.48% | — | -0.17% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.48% | — | +38.10% | |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.47% | — | -23.57% | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.47% | — | -0.53% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.46% | — | -1.42% | |
| 49 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.46% | — | +6.30% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.45% | — | -5.66% |