CIK: 0001599868
申報總市值
US$38.0億
僅顯示前 200 大持股（共 1575 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 | 4.68% | +0.45% | +4.52% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 4.36% | +0.86% | +0.01% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.59% | -1.02% | +6.39% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.11% | -0.76% | +4.53% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.82% | — | +2.46% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.74% | — | -0.21% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.61% | +0.05% | -3.07% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.29% | — | +10.79% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.15% | — | -0.46% | |
| 10 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 2.08% | +0.01% | -16.25% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.51% | +0.08% | +2.30% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.42% | — | +2.08% | |
| 13 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.33% | +0.09% | +10.02% | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.30% | — | -2.28% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.26% | — | +2.80% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.16% | -0.31% | +4.68% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.14% | — | +0.13% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.07% | — | +9.05% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.02% | — | +0.12% | |
| 20 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.00% | — | +20.18% | |
| 21 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.97% | — | +20.07% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.97% | — | +11.95% | |
| 23 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.97% | — | +3.66% | |
| 24 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.94% | — | +20.26% | |
| 25 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.93% | — | +4.18% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.90% | +0.13% | +1.37% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.90% | — | +5.77% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.83% | — | +3.57% | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.81% | — | -8.09% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.76% | — | -16.93% | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 0.70% | — | -2.82% | |
| 32 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.66% | — | -0.35% | |
| 33 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.63% | — | +4.12% | |
| 34 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.63% | — | +4.38% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.62% | +0.03% | +4.12% | |
| 36 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.61% | +0.36% | +1.29% | |
| 37 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.61% | — | +2.98% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.60% | — | +7.97% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.56% | — | -0.70% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.56% | — | +2.17% | |
| 41 | UNP | Union Pacific CORP | 股票-工業 | 0.53% | — | +0.99% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.53% | +0.14% | -4.59% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.52% | +0.09% | -20.53% | |
| 44 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.51% | — | — | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.51% | — | +7.34% | |
| 46 | HYLB | Xtrackers Usd High Yield Cor | ETF-非投資等級債 | 0.50% | — | +6.85% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.49% | — | -5.96% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.49% | — | -0.17% | |
| 49 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.47% | — | +3.64% | |
| 50 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.47% | — | -11.65% |