CIK: 0001512024
申報總市值
US$573.0億
僅顯示前 200 大持股（共 2524 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 | 4.05% | +0.07% | +3.83% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.74% | — | +1.85% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.60% | — | +12.82% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 2.53% | -0.04% | +5.63% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.47% | -0.38% | +3.45% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.76% | +0.03% | +11.31% | |
| 7 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-其他 | 1.69% | — | +16.19% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.68% | — | +1.54% | |
| 9 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.60% | — | +12.13% | |
| 10 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 1.59% | — | +11.36% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.57% | — | +4.63% | |
| 12 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.19% | — | +9.49% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.10% | -0.06% | -3.05% | |
| 14 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.06% | — | +2.77% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.05% | +0.05% | +1.69% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.93% | +0.16% | +3.91% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.88% | -0.01% | +5.22% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.86% | — | +0.83% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 0.82% | -0.21% | +2.65% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.79% | — | +1.55% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.78% | — | +0.49% | |
| 22 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.77% | -0.23% | +0.14% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.76% | +0.11% | -2.08% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.73% | — | -0.52% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.73% | — | -5.89% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.69% | +0.25% | +65.43% | |
| 27 | AVGO | Broadcom INC | 股票-科技 | 0.69% | +0.07% | -1.69% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.67% | — | -5.40% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.65% | — | +12.31% | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.62% | — | +14.01% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.61% | -0.22% | -3.07% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.60% | +0.16% | +2.07% | |
| 33 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.56% | — | -18.34% | |
| 34 | MA | Mastercard INC - A | 股票-金融 | 0.54% | — | +40.82% | |
| 35 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.54% | — | -0.75% | |
| 36 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.53% | — | +4.29% | |
| 37 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.52% | — | +18.67% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.51% | — | +40.04% | |
| 39 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.50% | — | -0.90% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.48% | — | -0.18% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.48% | — | +3.56% | |
| 42 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.47% | — | +24.86% | |
| 43 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.47% | +0.06% | +5.62% | |
| 44 | CGXU | Cap Group Intl Focus | ETF-其他 | 0.47% | — | +6.18% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | +0.05% | +12.92% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.44% | +0.09% | +4.16% | |
| 47 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.44% | — | +2.19% | |
| 48 | ABBV | Abbvie INC | 股票-醫療保健 | 0.43% | — | +8.65% | |
| 49 | PEP | Pepsico INC | 股票-非循環性消費 | 0.42% | — | +7.71% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.42% | — | -1.94% |