CIK: 0001542421
申報總市值
US$96.6億
僅顯示前 200 大持股（共 351 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 | SCHO | Schwab Short-term US Treas | ETF-其他 | 6.46% | — | +111.05% | |
| 2 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 3.67% | — | +50.88% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.66% | — | +41.79% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.60% | — | -1.09% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.87% | — | +7.01% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.87% | — | -15.59% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.55% | — | +1.95% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.51% | — | -0.99% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 2.39% | — | +8.58% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.21% | — | +0.85% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 2.06% | — | +236.45% | |
| 12 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 2.02% | — | +656.62% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.76% | — | +2.10% | |
| 14 | NSP | Insperity INC | 股票-其他 | 1.69% | — | — | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.64% | — | +6.88% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.58% | — | +6.63% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.58% | — | +1.86% | |
| 18 | NSC | Norfolk Southern CORP | 股票-工業 | 1.49% | — | -0.56% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.46% | — | +108.02% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.17% | — | -2.02% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.93% | — | +15.49% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.89% | — | -2.63% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | — | -4.61% | |
| 24 | ABBV | Abbvie INC | 股票-醫療保健 | 0.85% | — | -0.88% | |
| 25 | ROP | Roper Technologies INC | 股票-科技 | 0.85% | — | -0.15% | |
| 26 | BA | Boeing Co/the | 股票-工業 | 0.77% | — | -6.77% | |
| 27 | VAW | Vanguard Materials ETF | ETF-其他 | 0.77% | — | -3.24% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.76% | — | -1.10% | |
| 29 | WFC | Wells Fargo & Co | 股票-金融 | 0.75% | — | +233.68% | |
| 30 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.72% | — | +0.92% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.69% | — | -6.59% | |
| 32 | PEP | Pepsico INC | 股票-非循環性消費 | 0.65% | — | -4.02% | |
| 33 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.65% | — | -11.96% | |
| 34 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.63% | — | -7.14% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | — | +11.42% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.61% | — | — | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.60% | — | +1.49% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.60% | — | +7.69% | |
| 39 | PFE | Pfizer INC | 股票-醫療保健 | 0.59% | — | +3.46% | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.55% | — | -0.33% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.54% | — | +148.95% | |
| 42 | T | At&t INC | 股票-通訊服務 | 0.51% | — | -1.95% | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.50% | — | +3.35% | |
| 44 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.49% | — | -56.29% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.49% | — | -4.85% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.48% | — | -3.16% | |
| 47 | CSCO | Cisco Systems INC | 股票-科技 | 0.47% | — | +9.41% | |
| 48 | TOWN | Towne Bank | 股票-其他 | 0.46% | — | -0.03% | |
| 49 | USB | US Bancorp | 股票-金融 | 0.44% | — | -11.34% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.44% | — | +9.40% |