CIK: 0001512024
申報總市值
US$573.0億
僅顯示前 200 大持股（共 2576 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 | 3.65% | — | +1.33% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.60% | +0.07% | +3.89% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.24% | — | -7.34% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 2.47% | -0.04% | +3.84% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.42% | -0.38% | +9.33% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.79% | +0.03% | +11.05% | |
| 7 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-其他 | 1.75% | — | +6.44% | |
| 8 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 1.65% | — | +6.95% | |
| 9 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.64% | — | +5.92% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.61% | — | +13.48% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.50% | — | +1.21% | |
| 12 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.17% | — | +4.82% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.07% | +0.05% | +2.69% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.07% | -0.06% | +0.62% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.00% | +0.11% | +23.27% | |
| 16 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.99% | -0.23% | +32.22% | |
| 17 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.97% | — | -0.08% | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 0.94% | -0.21% | +23.71% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.91% | +0.16% | +4.67% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.88% | -0.01% | +9.40% | |
| 21 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.77% | — | -1.80% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.75% | — | +2.24% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.75% | — | +22.29% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.74% | — | +1.75% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.74% | +0.25% | +7.01% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.71% | — | +1.40% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.70% | — | +2.39% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.68% | -0.22% | +19.68% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.65% | +0.16% | +4.04% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.63% | — | +0.92% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.62% | — | +1.89% | |
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.58% | — | +11.71% | |
| 33 | MA | Mastercard INC - A | 股票-金融 | 0.55% | — | +5.48% | |
| 34 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.55% | — | +12.96% | |
| 35 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.54% | — | +12.31% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.52% | — | +7.37% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.52% | — | +7.87% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | — | +35.72% | |
| 39 | AVGO | Broadcom INC | 股票-科技 | 0.50% | +0.07% | -21.40% | |
| 40 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.50% | — | +4.01% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | +0.05% | +2.42% | |
| 42 | ABBV | Abbvie INC | 股票-醫療保健 | 0.48% | — | +5.34% | |
| 43 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.48% | — | +0.10% | |
| 44 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.48% | — | +3.68% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.46% | — | +3.18% | |
| 46 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.45% | +0.06% | +9.55% | |
| 47 | CGXU | Cap Group Intl Focus | ETF-其他 | 0.43% | — | +1.51% | |
| 48 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.42% | — | +1.73% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | +0.07% | +2.94% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.41% | — | +63.50% |