CIK: 0001624758
申報總市值
US$38.1億
僅顯示前 200 大持股（共 720 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 9.50% | +3.19% | NEW | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.88% | +3.15% | NEW | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.68% | +1.07% | NEW | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.49% | — | +0.15% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.88% | — | +1.71% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.96% | — | +1.05% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.89% | — | +0.95% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.72% | +1.91% | NEW | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.42% | — | +0.48% | |
| 10 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 1.91% | — | +1.33% | |
| 11 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 1.64% | — | +1.27% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.46% | — | +1.12% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.29% | — | +2.97% | |
| 14 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股與成長 | 1.25% | — | +1.24% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.19% | — | +3.43% | |
| 16 | GII | State Street Spdr S&p Global | ETF-其他 | 1.11% | — | +2.52% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.07% | — | +3.22% | |
| 18 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.95% | +2.22% | NEW | |
| 19 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.91% | — | +1.06% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.90% | +1.19% | NEW | |
| 21 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.89% | — | +3.36% | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.85% | +1.33% | NEW | |
| 23 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.79% | — | +4.69% | |
| 24 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.77% | — | +0.78% | |
| 25 | MBB | Ishares Mbs ETF | ETF-其他 | 0.75% | — | +1.22% | |
| 26 | LGLV | Spdr US Lc Low Vol Idx | ETF-其他 | 0.73% | — | +1.86% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.64% | — | +30.10% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.60% | +0.88% | NEW | |
| 29 | HYD | Vaneck High Yield Muni ETF | ETF-非投資等級債 | 0.59% | — | +3.65% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | +0.44% | NEW | |
| 31 | XMLV | Invesco S&p Midcap Low Volat | ETF-其他 | 0.55% | — | +2.69% | |
| 32 | AMT | American Tower CORP | 股票-房地產 | 0.54% | — | +2.43% | |
| 33 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.54% | — | -3.26% | |
| 34 | T | At&t INC | 股票-通訊服務 | 0.51% | — | -0.34% | |
| 35 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.51% | — | +3.89% | |
| 36 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.49% | — | +3.29% | |
| 37 | ZTS | Zoetis INC | 股票-醫療保健 | 0.49% | — | -1.91% | |
| 38 | CP | Canadian Pacific Kansa F | 股票-工業 | 0.49% | — | -1.37% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.49% | +0.57% | NEW | |
| 40 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.48% | — | -0.91% | |
| 41 | MDT | Medtronic plc | 股票-醫療保健 | 0.47% | — | -0.92% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.47% | — | +1.09% | |
| 43 | WM | Waste Management INC | 股票-工業 | 0.46% | — | -1.92% | |
| 44 | ICE | Intercontinental Exchange In | 股票-金融 | 0.46% | — | -0.33% | |
| 45 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.45% | — | -0.38% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | — | +2.42% | |
| 47 | MA | Mastercard INC - A | 股票-金融 | 0.45% | — | -0.78% | |
| 48 | C | Citigroup INC | 股票-金融 | 0.44% | +0.70% | NEW | |
| 49 | ELV | Elevance Health INC | 股票-醫療保健 | 0.44% | — | +0.64% | |
| 50 | RTN1USD | Raytheon Company | 股票-其他 | 0.44% | — | +0.07% |