CIK: 0001419186
申報總市值
US$388.0億
僅顯示前 200 大持股（共 3165 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 | 4.05% | -0.27% | +0.06% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.80% | -0.18% | +0.75% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.37% | -0.25% | +20.76% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.01% | — | -0.91% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.67% | +0.22% | +3.60% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.62% | -0.36% | +2.55% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.55% | — | -3.30% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.47% | -0.17% | +2.48% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.23% | -0.17% | +30.25% | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 1.09% | — | +1.32% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.86% | — | -1.77% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.84% | — | -5.44% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 0.78% | -0.16% | -0.04% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.74% | — | -2.94% | |
| 15 | TSLA | Tesla INC | 股票-循環性消費 | 0.70% | -0.12% | +5.97% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 0.69% | — | +1.25% | |
| 17 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.66% | — | +4.54% | |
| 18 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.62% | — | +0.30% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | -0.13% | +3.29% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.60% | — | +4.26% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.59% | — | +2.72% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.57% | — | +6.27% | |
| 23 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.53% | -0.07% | -1.62% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.50% | -0.11% | +2.23% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.48% | +0.08% | +17.17% | |
| 26 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.47% | +0.07% | +40.46% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.47% | — | -5.22% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.47% | — | +41.58% | |
| 29 | FTCS | First Trust Capital Strength | ETF-其他 | 0.47% | — | +9.45% | |
| 30 | VTV | Vanguard Value ETF | ETF-其他 | 0.46% | +0.04% | +7.56% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.43% | — | +1.50% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.43% | — | -0.68% | |
| 33 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.42% | — | +0.90% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | — | +5.24% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.42% | +0.05% | -3.08% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.42% | — | -3.94% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.42% | +0.07% | +21.12% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.41% | +0.05% | -4.32% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.41% | — | +5.30% | |
| 40 | PFE | Pfizer INC | 股票-醫療保健 | 0.41% | — | +5.26% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.41% | -0.10% | -0.54% | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.40% | — | +12.18% | |
| 43 | HD | Home Depot INC | 股票-循環性消費 | 0.40% | — | +2.02% | |
| 44 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.39% | — | -1.26% | |
| 45 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.38% | — | -6.87% | |
| 46 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.38% | — | +10.84% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.37% | — | +1.03% | |
| 48 | ARKK | Ark Innovation ETF | ETF-其他 | 0.37% | — | -7.45% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.36% | — | +15.34% | |
| 50 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.36% | — | +2.31% |