CIK: 0001512024
申報總市值
US$573.0億
僅顯示前 200 大持股（共 578 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 28.60% | — | +38.32% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 7.62% | — | +2.78% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 6.77% | — | +150.55% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.62% | — | +11.88% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 4.28% | — | +30.14% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.27% | — | +11.28% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.52% | — | +49.97% | |
| 8 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.77% | — | +259.91% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.55% | — | +57.09% | |
| 10 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.44% | — | -59.98% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.36% | — | +352.46% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.27% | — | -13.88% | |
| 13 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.08% | — | +12.89% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.98% | — | +13.90% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.94% | — | +68.50% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.89% | — | +267.17% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | +0.05% | — | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.81% | — | -28.54% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.80% | — | +35.50% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.66% | — | +184.78% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.65% | — | — | |
| 22 | MKL | Markel Group INC | 股票-金融 | 0.64% | — | — | |
| 23 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.64% | — | +23.20% | |
| 24 | AAPL | Apple INC | 股票-科技 | 0.64% | +0.07% | — | |
| 25 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.59% | — | +946.30% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.58% | -0.38% | — | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.53% | +0.03% | +28.65% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.51% | — | +514.42% | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.50% | — | +40.59% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | — | — | |
| 31 | DHR | Danaher CORP | 股票-醫療保健 | 0.50% | — | — | |
| 32 | XXI | Twenty One Capital, Inc. | 股票-其他 | 0.48% | — | — | |
| 33 | PXGBX | Praxair INC | 股票-其他 | 0.47% | — | — | |
| 34 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.46% | — | +4053.64% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.46% | — | +661.97% | |
| 36 | ✓ | 股票-其他 | 0.45% | — | — | ||
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.45% | +0.09% | — | |
| 38 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.45% | — | +919.63% | |
| 39 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.43% | — | +241.78% | |
| 40 | HRL | Hormel Foods CORP | 股票-非循環性消費 | 0.42% | — | — | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.41% | — | -3.52% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | +0.05% | — | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.41% | — | — | |
| 44 | VUG | Vanguard Growth ETF | ETF-其他 | 0.40% | -0.21% | +356.24% | |
| 45 | PFE | Pfizer INC | 股票-醫療保健 | 0.40% | — | +500.26% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工業 | 0.38% | +0.11% | — | |
| 47 | QCOM | Qualcomm INC | 股票-科技 | 0.34% | -0.13% | — | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.30% | — | +634.89% | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.30% | — | +80.80% | |
| 50 | TGT | Target CORP | 股票-循環性消費 | 0.29% | — | — |