CIK: 0001512024
申報總市值
US$573.0億
僅顯示前 200 大持股（共 2311 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.77% | — | +9.09% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.69% | +0.07% | +5.30% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.56% | — | +38.88% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 2.59% | -0.04% | +13.96% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.26% | -0.38% | +3.58% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.72% | +0.03% | +25.31% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.71% | — | +86.35% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.64% | — | +7.27% | |
| 9 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-其他 | 1.62% | — | +19.90% | |
| 10 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.62% | — | +21.44% | |
| 11 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 1.60% | — | +17.47% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.28% | -0.06% | -9.81% | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.17% | — | +9.73% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.04% | +0.05% | +11.01% | |
| 15 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.00% | — | +4.69% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.97% | — | -5.88% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.89% | -0.01% | +33.44% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.87% | — | +1.66% | |
| 19 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.86% | -0.23% | +74.96% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.85% | — | +3.40% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.84% | — | +3.80% | |
| 22 | EMR | Emerson Electric Co | 股票-工業 | 0.82% | — | +1150.37% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.80% | — | -0.01% | |
| 24 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.79% | +0.16% | +4.67% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.78% | -0.21% | +20.28% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.75% | +0.11% | +7.36% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.75% | — | -5.18% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.68% | +0.16% | +2.76% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.65% | -0.22% | +18.39% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.64% | — | +25.33% | |
| 31 | T | At&t INC | 股票-通訊服務 | 0.64% | — | +9.72% | |
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.63% | — | +23.72% | |
| 33 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.59% | — | +8.40% | |
| 34 | AVGO | Broadcom INC | 股票-科技 | 0.58% | +0.07% | -0.92% | |
| 35 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.56% | — | -0.05% | |
| 36 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.55% | — | -0.16% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.53% | — | +151.86% | |
| 38 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.53% | — | -8.83% | |
| 39 | ABBV | Abbvie INC | 股票-醫療保健 | 0.52% | — | +6.78% | |
| 40 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.51% | — | +4.85% | |
| 41 | CGXU | Cap Group Intl Focus | ETF-其他 | 0.48% | — | +6.20% | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.46% | — | +29.32% | |
| 43 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.46% | +0.06% | +9.41% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | +0.05% | +3.35% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.46% | — | +50.33% | |
| 46 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.45% | — | +7.30% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.44% | +0.09% | +5.90% | |
| 48 | PEP | Pepsico INC | 股票-非循環性消費 | 0.43% | — | +2.51% | |
| 49 | AMGN | Amgen INC | 股票-醫療保健 | 0.41% | — | -0.04% | |
| 50 | HD | Home Depot INC | 股票-循環性消費 | 0.41% | — | +45.51% |