CIK: 0001419186
申報總市值
US$388.0億
僅顯示前 200 大持股（共 2105 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.07% | -0.18% | +6.42% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.69% | — | +3.53% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.96% | +0.22% | -1.11% | |
| 4 | AAPL | Apple INC | 股票-科技 | 1.88% | -0.27% | +1.51% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.58% | — | +9.20% | |
| 6 | BND | Vanguard Total Bond Market | ETF-其他 | 1.38% | — | +5.94% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.35% | — | +11.61% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.34% | — | +8.34% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.24% | +0.05% | +21.94% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.10% | — | -0.17% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.07% | -0.17% | -3.46% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.02% | — | +5.45% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | -0.13% | +3.11% | |
| 14 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.74% | — | -17.12% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.68% | — | -0.70% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.67% | — | +0.54% | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.66% | — | +7.50% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.64% | — | +9.53% | |
| 19 | HUSV | Ft Horizon Mngd Vol Dom ETF | ETF-其他 | 0.64% | — | +9.22% | |
| 20 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.63% | -0.17% | +4.11% | |
| 21 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.63% | — | +7.24% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.61% | -0.10% | +0.11% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | +0.13% | -4.94% | |
| 24 | T | At&t INC | 股票-通訊服務 | 0.59% | — | +9.04% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.58% | — | +6.36% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.58% | — | -1.95% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.58% | — | +37.67% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.57% | +0.07% | +30.11% | |
| 29 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.55% | — | +12.73% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.53% | -0.36% | +7.78% | |
| 31 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.50% | — | +5.00% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.50% | +0.05% | +20.14% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.49% | — | +30.41% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.47% | — | +5.27% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.47% | — | +6.15% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.46% | — | +13.26% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.45% | — | +56.24% | |
| 38 | VUG | Vanguard Growth ETF | ETF-其他 | 0.44% | — | +3.32% | |
| 39 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.44% | — | +0.81% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.43% | — | -16.62% | |
| 41 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.41% | — | +17.17% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.40% | — | -0.07% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.38% | -0.06% | +24.07% | |
| 44 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.37% | — | +5.19% | |
| 45 | MO | Altria Group INC | 股票-非循環性消費 | 0.37% | — | +12.87% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.35% | +0.08% | +2.79% | |
| 47 | PFE | Pfizer INC | 股票-醫療保健 | 0.35% | — | +1.33% | |
| 48 | CHRW | C.h. Robinson Worldwide INC | 股票-工業 | 0.34% | — | -0.98% | |
| 49 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 0.33% | — | -7.22% | |
| 50 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.32% | — | -14.18% |