CIK: 0001599868
申報總市值
US$38.0億
僅顯示前 200 大持股（共 1284 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 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 4.92% | +0.45% | +5.29% | |
| 2 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.73% | -1.02% | +1.10% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 3.63% | +0.86% | +7.49% | |
| 4 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 2.99% | +0.01% | -25.39% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.95% | -0.76% | +0.95% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.89% | — | +0.07% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.62% | — | +2.37% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.50% | +0.05% | -2.13% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.98% | — | -32.59% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.70% | — | -18.48% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.51% | — | +0.38% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.42% | +0.08% | +6.23% | |
| 13 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.29% | +0.09% | +3.39% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.27% | — | -7.32% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.25% | — | +5.67% | |
| 16 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.17% | — | -11.31% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.16% | — | -1.04% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.14% | — | -0.38% | |
| 19 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.09% | — | +11170.39% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.09% | -0.31% | +4.10% | |
| 21 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.04% | — | +0.36% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.01% | — | -2.19% | |
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.98% | — | +5.32% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.96% | — | +5.19% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.90% | — | +3.97% | |
| 26 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.86% | — | -9.13% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.84% | +0.13% | -2.57% | |
| 28 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.81% | — | +5.59% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.79% | — | +4.07% | |
| 30 | VTV | Vanguard Value ETF | ETF-其他 | 0.78% | — | +2.64% | |
| 31 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.76% | — | -14.96% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.75% | — | +0.27% | |
| 33 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.72% | +0.36% | -4.82% | |
| 34 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.66% | — | +47.06% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.66% | +0.14% | -1.12% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.66% | — | +4.64% | |
| 37 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.65% | — | -16.39% | |
| 38 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.64% | — | +4.27% | |
| 39 | UNP | Union Pacific CORP | 股票-工業 | 0.61% | — | +1.31% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.59% | — | +3.12% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.57% | +0.09% | +170.68% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.52% | — | -10.29% | |
| 43 | HYLB | Xtrackers Usd High Yield Cor | ETF-非投資等級債 | 0.49% | — | +13.09% | |
| 44 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.49% | — | +468.12% | |
| 45 | BSJO | Invesco Bulletshares 2024 Hy | ETF-其他 | 0.48% | — | +9.61% | |
| 46 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 0.47% | — | +6.87% | |
| 47 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.47% | — | +2.42% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.45% | — | -1.12% | |
| 49 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 0.44% | — | — | |
| 50 | ABBV | Abbvie INC | 股票-醫療保健 | 0.44% | — | +3.20% |