CIK: 0001512024
申報總市值
US$573.0億
僅顯示前 200 大持股（共 2034 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 | 7.63% | — | -2.53% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.33% | — | -1.89% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 2.70% | -0.21% | -0.23% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.49% | +0.07% | +0.42% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 2.37% | -0.04% | +0.86% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.14% | — | +4.57% | |
| 7 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.97% | — | -0.87% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.65% | — | +32.31% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.63% | -0.38% | +2.30% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.42% | — | -27.66% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.35% | — | -0.29% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.33% | — | -0.40% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.23% | — | +23.31% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.12% | — | +14.32% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.11% | — | -0.72% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.09% | -0.22% | -3.28% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.07% | — | -17.12% | |
| 18 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.00% | — | +9.20% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.97% | — | +5.47% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.92% | +0.09% | +0.44% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.91% | +0.03% | -2.45% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.89% | — | +101.87% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.88% | — | -0.54% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.88% | — | -4.49% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.87% | — | -0.19% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | +0.07% | +0.09% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.78% | — | +8.80% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.76% | — | +0.08% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.75% | — | +269.07% | |
| 30 | INTC | Intel CORP | 股票-科技 | 0.69% | — | +0.84% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | +0.05% | -0.50% | |
| 32 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.65% | — | +22101.08% | |
| 33 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.64% | — | -1.16% | |
| 34 | PFE | Pfizer INC | 股票-醫療保健 | 0.61% | — | +4.61% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | — | +1.63% | |
| 36 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.55% | — | -2.08% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | +0.05% | +12.66% | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.54% | — | +944.84% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.52% | +0.11% | +0.95% | |
| 40 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.52% | — | -5.46% | |
| 41 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.51% | — | -2.42% | |
| 42 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.50% | — | -1.19% | |
| 43 | T | At&t INC | 股票-通訊服務 | 0.50% | — | -0.05% | |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.48% | -0.06% | -25.33% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.47% | — | -3.05% | |
| 46 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.47% | — | -2.33% | |
| 47 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.47% | — | -13.54% | |
| 48 | PEP | Pepsico INC | 股票-非循環性消費 | 0.46% | — | -0.11% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.45% | — | -4.10% | |
| 50 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.44% | +0.16% | +6.32% |