CIK: 0001432529
申報總市值
US$44.3億
僅顯示前 200 大持股（共 231 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 | SSD | Simpson Manufacturing Co INC | 股票-原物料 | 5.47% | +0.05% | +360.18% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 4.48% | — | -4.98% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.59% | — | -4.84% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.48% | — | +1.21% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 3.48% | — | +74.18% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 3.15% | — | +3.24% | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 2.26% | — | +91.61% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.25% | — | +3.35% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.21% | +0.18% | NEW | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.11% | — | +2.29% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.70% | — | +2.43% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.67% | — | +2.69% | |
| 13 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.65% | — | -1.76% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.63% | -0.38% | -0.86% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.54% | — | -3.61% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.52% | — | +2.59% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.47% | -0.37% | +2.61% | |
| 18 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.44% | — | +0.39% | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.42% | — | +2.38% | |
| 20 | AMAT | Applied Materials INC | 股票-科技 | 1.39% | +0.19% | -3.60% | |
| 21 | QCOM | Qualcomm INC | 股票-科技 | 1.36% | -0.14% | +4.55% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.36% | — | +2.70% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 1.36% | — | +130.81% | |
| 24 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.21% | — | +0.66% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.18% | — | +3.55% | |
| 26 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.10% | — | -35.98% | |
| 27 | XLF | Ss Financial Select Sector | ETF-其他 | 1.00% | — | -4.80% | |
| 28 | VMWEUR | Vmware Inc-class A | 股票-其他 | 0.98% | — | -0.48% | |
| 29 | AAPL | Apple INC | 股票-科技 | 0.98% | — | -2.09% | |
| 30 | WY | Weyerhaeuser Co | 股票-房地產 | 0.98% | — | +3.54% | |
| 31 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.87% | — | +2.63% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.83% | — | +305.78% | |
| 33 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.79% | — | +140.20% | |
| 34 | XLE | Ss Energy Select Sector | ETF-其他 | 0.78% | +0.08% | +19.89% | |
| 35 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.76% | — | +1.86% | |
| 36 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.75% | — | +2.80% | |
| 37 | PFE | Pfizer INC | 股票-醫療保健 | 0.75% | — | +4.15% | |
| 38 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.73% | — | +2.97% | |
| 39 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.73% | — | +810.95% | |
| 40 | IAI | Ishares U.s. Broker-dealers | ETF-其他 | 0.73% | — | +0.65% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.72% | — | -44.91% | |
| 42 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.68% | +0.16% | +1844.87% | |
| 43 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 0.66% | — | -3.74% | |
| 44 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.65% | — | +7.09% | |
| 45 | ✓ | Invesco Financial Preferred ETF | ETF-其他 | 0.65% | — | +3.18% | |
| 46 | HON | Honeywell International INC | 股票-工業 | 0.64% | — | +4.12% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.63% | +0.14% | +2.39% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.63% | — | +4.55% | |
| 49 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.62% | -0.10% | -1.23% | |
| 50 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.61% | — | +2.46% |