CIK: 0001512024
申報總市值
US$573.0億
僅顯示前 200 大持股（共 4642 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 | AAPL | Apple INC | 股票-科技 | 3.60% | +0.07% | +18.43% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.10% | -0.38% | +8.13% | |
| 3 | EMR | Emerson Electric Co | 股票-工業 | 2.84% | — | +0.39% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.72% | — | +46.87% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.12% | — | -1.71% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 2.08% | -0.04% | +2472.20% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.70% | +0.16% | +14.52% | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.34% | — | -32.08% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.11% | — | +4.89% | |
| 10 | LOW | Lowe's Cos INC | 股票-循環性消費 | 1.06% | — | +0.48% | |
| 11 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.98% | — | +0.89% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 0.98% | — | +7.49% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.93% | — | +54.97% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.90% | — | +2.35% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.80% | — | +33.49% | |
| 16 | AMGN | Amgen INC | 股票-醫療保健 | 0.79% | — | +7.72% | |
| 17 | MBB | Ishares Mbs ETF | ETF-其他 | 0.75% | — | +76.67% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 0.74% | +0.07% | +2.42% | |
| 19 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.73% | — | +26.34% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.72% | — | +14.39% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.71% | — | -4.19% | |
| 22 | WMT | Walmart INC | 股票-非循環性消費 | 0.71% | — | +15.50% | |
| 23 | HPQ | Hp INC | 股票-科技 | 0.69% | — | +3.88% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.68% | -0.06% | +15.72% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.68% | +0.09% | +7.80% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | +0.05% | -0.14% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.67% | +0.03% | +61.98% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.67% | — | +61.27% | |
| 29 | WSM | Williams-sonoma INC | 股票-循環性消費 | 0.66% | — | +6.62% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.66% | +0.11% | +32.91% | |
| 31 | JEF | Jefferies Financial Group In | 股票-金融 | 0.64% | — | +29.49% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | +0.07% | +13.14% | |
| 33 | VUG | Vanguard Growth ETF | ETF-其他 | 0.58% | -0.21% | +30.17% | |
| 34 | C | Citigroup INC | 股票-金融 | 0.58% | — | +28.89% | |
| 35 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.57% | +0.06% | +7.03% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.57% | — | +57.09% | |
| 37 | ADBE | Adobe INC | 股票-科技 | 0.56% | — | +9.42% | |
| 38 | TMUS | T-mobile US INC | 股票-通訊服務 | 0.56% | — | +3.76% | |
| 39 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.55% | — | +9.14% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.54% | +0.16% | +5.33% | |
| 41 | PHM | Pultegroup INC | 股票-循環性消費 | 0.53% | — | +3.77% | |
| 42 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.52% | — | +2896.88% | |
| 43 | IPG | Interpublic Group Of Cos INC | 股票-其他 | 0.49% | — | +3.90% | |
| 44 | GIS | General Mills INC | 股票-非循環性消費 | 0.47% | — | +4.25% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.47% | — | -2.76% | |
| 46 | IP | International Paper Co | 股票-循環性消費 | 0.45% | — | +2.57% | |
| 47 | CTAS | Cintas CORP | 股票-工業 | 0.44% | — | -1.16% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.44% | — | +19.93% | |
| 49 | AIG | American International Group | 股票-金融 | 0.43% | — | -1.76% | |
| 50 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.43% | — | +8.17% |