CIK: 0001427684
申報總市值
US$2.7億
僅顯示前 200 大持股（共 215 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 23.21% | — | -100.00% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-其他 | 10.69% | — | -100.00% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 8.92% | — | -100.00% | |
| 4 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 8.06% | — | -100.00% | |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 7.34% | — | -100.00% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 4.79% | — | -100.00% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.64% | — | -100.00% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 4.09% | — | -100.00% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.67% | — | -100.00% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.05% | — | -100.00% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.94% | — | -100.00% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.89% | — | -100.00% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.75% | — | -100.00% | |
| 14 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.63% | — | -100.00% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.17% | — | -100.00% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.92% | — | -100.00% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.88% | — | -100.00% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.79% | — | -100.00% | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.60% | — | -100.00% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.59% | — | -100.00% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.58% | — | -100.00% | |
| 22 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.57% | — | -100.00% | |
| 23 | VTV | Vanguard Value ETF | ETF-其他 | 0.45% | — | -100.00% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.40% | — | -100.00% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.34% | — | -100.00% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.32% | — | -100.00% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.32% | — | — | |
| 28 | CSX | Csx CORP | 股票-工業 | 0.29% | — | -100.00% | |
| 29 | ✓ | Ishares Tr | 股票-其他 | 0.28% | — | -100.00% | |
| 30 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.28% | — | -100.00% | |
| 31 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.28% | — | -100.00% | |
| 32 | HD | Home Depot INC | 股票-循環性消費 | 0.27% | — | -100.00% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.27% | — | -100.00% | |
| 34 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.27% | — | -100.00% | |
| 35 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.24% | — | -100.00% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.24% | — | -100.00% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.23% | — | -100.00% | |
| 38 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.19% | — | -100.00% | |
| 39 | PM | Philip Morris International | 股票-非循環性消費 | 0.19% | — | -100.00% | |
| 40 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.16% | — | — | |
| 41 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 0.15% | — | — | |
| 42 | BRO | Brown & Brown INC | 股票-金融 | 0.15% | — | -100.00% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.14% | — | -100.00% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.14% | — | -100.00% | |
| 45 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.13% | — | -100.00% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.12% | — | -100.00% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.12% | — | -100.00% | |
| 48 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.12% | — | -100.00% | |
| 49 | DHS | Wisdomtree US High Dividend | ETF-其他 | 0.12% | — | -100.00% | |
| 50 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.11% | — | -100.00% |