CIK: 0001599868
申報總市值
US$38.0億
僅顯示前 200 大持股（共 1221 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 | VUG | Vanguard Growth ETF | ETF-其他 | 4.80% | +0.86% | +5.52% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 4.65% | +0.45% | +11.60% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.42% | -1.02% | +4.57% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.83% | -0.76% | +2.79% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.39% | — | +1.63% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.29% | — | -2.06% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.41% | +0.05% | +7.58% | |
| 8 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.90% | — | -3.12% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.87% | — | -0.28% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.65% | +0.08% | +2.22% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.50% | — | -0.15% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.47% | — | -0.37% | |
| 13 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.45% | +0.09% | +9.72% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.40% | — | +2.49% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.37% | -0.31% | +4.36% | |
| 16 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.34% | — | -0.50% | |
| 17 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.25% | — | +1.61% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.21% | +0.13% | -0.46% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.12% | — | -1.31% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.08% | — | +14.82% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.03% | — | +0.26% | |
| 22 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.95% | +0.36% | +0.35% | |
| 23 | VTV | Vanguard Value ETF | ETF-其他 | 0.93% | — | +73.41% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.90% | — | +0.01% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.86% | +0.14% | -0.59% | |
| 26 | UNP | Union Pacific CORP | 股票-工業 | 0.85% | — | +4.98% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.73% | — | -1.67% | |
| 28 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.72% | — | +3.29% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.71% | — | +2.98% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.71% | — | +3.37% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.70% | — | +12.51% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.61% | — | -0.28% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.58% | — | +0.10% | |
| 34 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.57% | — | +1747.20% | |
| 35 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.55% | — | -8.51% | |
| 36 | ABBV | Abbvie INC | 股票-醫療保健 | 0.54% | — | -2.24% | |
| 37 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 0.54% | — | +1.40% | |
| 38 | BSJO | Invesco Bulletshares 2024 Hy | ETF-其他 | 0.53% | — | +0.68% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.52% | — | -1.97% | |
| 40 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.52% | +0.10% | +1.30% | |
| 41 | HYLB | Xtrackers Usd High Yield Cor | ETF-非投資等級債 | 0.52% | — | +0.81% | |
| 42 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.51% | — | -2.45% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.47% | — | +0.05% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.44% | — | +0.85% | |
| 45 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.43% | — | +1.23% | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.43% | — | +5.40% | |
| 47 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.42% | — | +6.76% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | — | +1.88% | |
| 49 | HD | Home Depot INC | 股票-循環性消費 | 0.42% | — | +1.03% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.41% | — | -8.74% |