CIK: 0001512024
申報總市值
US$573.0億
僅顯示前 200 大持股（共 2506 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 | 5.37% | — | +5.48% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.18% | +0.03% | +20.86% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.84% | -0.38% | -0.31% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.80% | +0.07% | +0.14% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 2.31% | -0.04% | +3.91% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.14% | — | +5.22% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.99% | -0.06% | +4.90% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.97% | +0.25% | +3.24% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.81% | — | +6.58% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.49% | -0.22% | +10.18% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 1.45% | -0.21% | +3.56% | |
| 12 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.36% | -0.28% | +0.93% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.26% | -0.01% | +5.73% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.18% | — | +75.59% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.15% | +0.16% | +4.15% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.09% | — | +7.78% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.06% | — | -28.35% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.04% | — | +825.57% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.99% | — | +2.22% | |
| 20 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.97% | — | +4.05% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.96% | +0.11% | +7.86% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.95% | — | +6.92% | |
| 23 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.89% | +0.23% | +4.97% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.89% | — | +6.18% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.89% | — | -1.00% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | +0.05% | +2.35% | |
| 27 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.78% | -0.23% | +11.01% | |
| 28 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 0.70% | — | +7.80% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.70% | +0.07% | +6.73% | |
| 30 | MA | Mastercard INC - A | 股票-金融 | 0.68% | — | +2.05% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.64% | — | +0.85% | |
| 32 | ABBV | Abbvie INC | 股票-醫療保健 | 0.59% | — | +3.72% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | +0.07% | +0.28% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.56% | — | +4.24% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.50% | — | +5.79% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.49% | — | -35.13% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.47% | — | +4.02% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.47% | — | +4.00% | |
| 39 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.46% | — | +2.82% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.45% | — | +9.74% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.45% | — | +7.04% | |
| 42 | KR | Kroger Co | 股票-非循環性消費 | 0.44% | — | +10.50% | |
| 43 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.41% | — | +22.62% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.40% | +0.16% | +1.77% | |
| 45 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.40% | — | +29.63% | |
| 46 | PANW | Palo Alto Networks INC | 股票-科技 | 0.40% | +0.10% | +2.95% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.39% | +0.07% | +1.97% | |
| 48 | GRMN | Garmin Ltd. | 股票-科技 | 0.39% | — | +0.00% | |
| 49 | WSO | Watsco INC | 股票-工業 | 0.38% | — | +0.32% | |
| 50 | FLXR | Tcw Flexible Income ETF | ETF-其他 | 0.38% | — | +4.98% |