CIK: 0001512024
申報總市值
US$573.0億
僅顯示前 200 大持股（共 2291 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 | 5.76% | — | +9.24% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.70% | +0.07% | +4.78% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 2.66% | -0.04% | +3.28% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.59% | +0.03% | +15.31% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.56% | -0.38% | +4.58% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.21% | — | -2.32% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.16% | -0.06% | +9.06% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.85% | +0.25% | +9.42% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.67% | — | +15.74% | |
| 10 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.61% | -0.28% | +2.67% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.58% | -0.22% | -7.62% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.46% | -0.01% | +9.21% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 1.38% | -0.21% | -1.88% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.26% | +0.16% | +9.45% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.22% | — | -2.05% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.12% | +0.11% | +5.74% | |
| 17 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.07% | — | +22.10% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.03% | — | +14.92% | |
| 19 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.01% | +0.23% | +221.92% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.96% | — | +9.40% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | +0.05% | +0.27% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.89% | — | +3.21% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.86% | — | -1.67% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.85% | — | +10.43% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.83% | — | +1.12% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.81% | — | +7.83% | |
| 27 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 0.73% | — | +6.82% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.73% | +0.07% | +8.05% | |
| 29 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.73% | -0.23% | +5.08% | |
| 30 | CGXU | Cap Group Intl Focus | ETF-其他 | 0.67% | — | +4.25% | |
| 31 | ABBV | Abbvie INC | 股票-醫療保健 | 0.66% | — | +5.41% | |
| 32 | MA | Mastercard INC - A | 股票-金融 | 0.62% | — | +5.83% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.58% | — | +1.04% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | +0.07% | +2.90% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.50% | — | -0.28% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.49% | — | -2.85% | |
| 37 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.49% | — | -4.75% | |
| 38 | GRMN | Garmin Ltd. | 股票-科技 | 0.48% | — | +6.54% | |
| 39 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.48% | — | +7.95% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.48% | +0.16% | +6.87% | |
| 41 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.47% | — | +5.73% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | +0.05% | +2.20% | |
| 43 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.44% | — | -6.08% | |
| 44 | AMGN | Amgen INC | 股票-醫療保健 | 0.44% | — | +1.84% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.43% | — | +6.73% | |
| 46 | KR | Kroger Co | 股票-非循環性消費 | 0.43% | — | +15.75% | |
| 47 | FLXR | Tcw Flexible Income ETF | ETF-其他 | 0.41% | — | +6.40% | |
| 48 | PANW | Palo Alto Networks INC | 股票-科技 | 0.41% | +0.10% | +109.42% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.40% | — | +3.58% | |
| 50 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.40% | — | +0.67% |