CIK: 0001419186
申報總市值
US$388.0億
僅顯示前 200 大持股（共 2513 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 | AAPL | Apple INC | 股票-科技 | 4.09% | -0.27% | +326.88% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.49% | -0.18% | -0.54% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.11% | -0.25% | +14.78% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.97% | -0.17% | -0.91% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.97% | — | +0.26% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.56% | +0.22% | -2.67% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.47% | -0.36% | +3.48% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.37% | — | -6.88% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 1.30% | — | +5.06% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.15% | -0.17% | +2.28% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.09% | — | +3.01% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.93% | — | +3.13% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.89% | — | +4.18% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.83% | — | +51.36% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.83% | — | -9.14% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.80% | +0.05% | +57.96% | |
| 17 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.78% | — | +26.75% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.76% | — | +34.72% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | -0.13% | -4.50% | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 0.64% | — | +8.27% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.61% | — | -6.39% | |
| 22 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.56% | — | +212.73% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 0.56% | -0.16% | -1.29% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | -0.06% | +2.07% | |
| 25 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.53% | — | -2.26% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.52% | — | +3.54% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.52% | -0.10% | +4.41% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.52% | — | -6.58% | |
| 29 | ARKK | Ark Innovation ETF | ETF-其他 | 0.51% | — | +61.27% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.51% | — | +51.12% | |
| 31 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.50% | +0.08% | +18.60% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.50% | — | +7.41% | |
| 33 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.49% | — | +6.12% | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.48% | — | -9.09% | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.45% | +0.06% | -1.75% | |
| 36 | T | At&t INC | 股票-通訊服務 | 0.45% | — | +8.16% | |
| 37 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.45% | — | +15.68% | |
| 38 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.44% | -0.07% | +44.21% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.42% | — | -5.70% | |
| 40 | HD | Home Depot INC | 股票-循環性消費 | 0.40% | — | +2.92% | |
| 41 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.40% | — | -20.00% | |
| 42 | TSLA | Tesla INC | 股票-循環性消費 | 0.40% | -0.12% | +571.69% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.39% | -0.11% | +5.34% | |
| 44 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.38% | — | -2.61% | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.38% | — | +2.99% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.38% | — | +8.07% | |
| 47 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.38% | — | +0.69% | |
| 48 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.38% | — | +3.08% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.38% | — | -3.35% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | — | +13.96% |