CIK: 0001512024
申報總市值
US$573.0億
僅顯示前 200 大持股（共 2198 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 | 5.11% | — | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.29% | +0.07% | -5.21% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.88% | -0.38% | -22.74% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 2.68% | -0.04% | +3.82% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.41% | +0.03% | +12.51% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.10% | — | +10.46% | |
| 7 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 1.84% | — | +11.34% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.84% | -0.22% | +70.55% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.62% | — | +162.13% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.60% | +0.25% | +491.07% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.41% | — | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.36% | — | -11.85% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.29% | -0.06% | +3.60% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.22% | +0.11% | -7.64% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.21% | -0.01% | +15.09% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 1.17% | -0.21% | +11.69% | |
| 17 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.15% | — | -3.87% | |
| 18 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.15% | — | +10.99% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.11% | — | -45.56% | |
| 20 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.10% | +0.16% | -11.91% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.96% | — | +12.13% | |
| 22 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.93% | +0.23% | +43.35% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.93% | — | +0.49% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | +0.05% | -22.93% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.92% | — | +32.78% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.77% | — | +13.10% | |
| 27 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.77% | -0.23% | +2.64% | |
| 28 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.76% | — | -56.20% | |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.76% | — | +6.94% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.70% | — | -28.12% | |
| 31 | CGXU | Cap Group Intl Focus | ETF-其他 | 0.69% | — | +5.91% | |
| 32 | ABBV | Abbvie INC | 股票-醫療保健 | 0.64% | — | +26.07% | |
| 33 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 0.63% | — | +65.65% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.58% | — | -1.11% | |
| 35 | AMGN | Amgen INC | 股票-醫療保健 | 0.57% | — | -11.80% | |
| 36 | MA | Mastercard INC - A | 股票-金融 | 0.54% | — | -28.30% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.54% | +0.16% | -4.26% | |
| 38 | AVGO | Broadcom INC | 股票-科技 | 0.53% | +0.07% | -79.53% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.52% | — | +2.88% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | +0.05% | +62.23% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | — | -1.11% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.47% | +0.07% | +0.02% | |
| 43 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.47% | — | +1.06% | |
| 44 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.43% | +0.06% | +1.81% | |
| 45 | BAH | Booz Allen Hamilton Holdings | 股票-工業 | 0.42% | — | -21.30% | |
| 46 | QCOM | Qualcomm INC | 股票-科技 | 0.41% | -0.13% | +11.89% | |
| 47 | FLXR | Tcw Flexible Income ETF | ETF-其他 | 0.41% | — | — | |
| 48 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.40% | — | +11.24% | |
| 49 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.40% | — | -22.56% | |
| 50 | PANW | Palo Alto Networks INC | 股票-科技 | 0.40% | +0.10% | -37.42% |