CIK: 0001610769
申報總市值
US$41.2億
僅顯示前 200 大持股（共 378 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 10.08% | +0.61% | -1.03% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.82% | -0.67% | EXIT | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 4.78% | -0.01% | +72.69% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.41% | +0.10% | +5.85% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.84% | -3.07% | EXIT | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.58% | — | -1.05% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.97% | +0.13% | +7.00% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.74% | — | -5.01% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.45% | -0.39% | EXIT | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 1.40% | — | -0.63% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.32% | — | +40.11% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.23% | — | +8.33% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.21% | +0.01% | +27.84% | |
| 14 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 1.17% | — | -1.10% | |
| 15 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-其他 | 1.16% | — | +7.21% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.02% | — | +2.79% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.02% | — | +1.11% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.94% | +0.01% | +199.64% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.92% | — | +0.00% | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 0.88% | — | +2.01% | |
| 21 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.81% | — | -2.22% | |
| 22 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.76% | — | +3.12% | |
| 23 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.75% | — | +461.05% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.72% | — | +0.44% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.72% | +0.11% | +14.45% | |
| 26 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.71% | — | +28.74% | |
| 27 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.71% | — | -14.43% | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.69% | — | +0.19% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.67% | -0.06% | +3.07% | |
| 30 | USB | US Bancorp | 股票-金融 | 0.66% | — | -0.54% | |
| 31 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.65% | — | -0.45% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.65% | — | — | |
| 33 | HD | Home Depot INC | 股票-循環性消費 | 0.59% | — | +19.46% | |
| 34 | PFE | Pfizer INC | 股票-醫療保健 | 0.57% | — | -1.50% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | — | +18.19% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | -0.04% | +12.57% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | — | +2.76% | |
| 38 | VUG | Vanguard Growth ETF | ETF-其他 | 0.52% | — | +2.63% | |
| 39 | PEP | Pepsico INC | 股票-非循環性消費 | 0.51% | — | +1.22% | |
| 40 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.50% | — | -3.64% | |
| 41 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 0.46% | — | -13.22% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.46% | — | +0.06% | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.44% | — | +8.29% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | +0.22% | -6.64% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.43% | — | +5.08% | |
| 46 | UTXZ | United Tech CORP | 股票-其他 | 0.43% | — | -0.99% | |
| 47 | BP | Bp Plc-spons Adr | 股票-能源 | 0.42% | — | +14.80% | |
| 48 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.41% | — | +11.43% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.41% | -0.05% | -4.38% | |
| 50 | CDC | Victoryshares US Eq Income E | ETF-其他 | 0.41% | — | — |