CIK: 0001512024
申報總市值
US$573.0億
僅顯示前 200 大持股（共 2735 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 | 5.34% | — | +2.75% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.58% | +0.03% | +5.70% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.39% | +0.07% | +6.44% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.83% | -0.06% | +5.52% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.55% | -0.38% | +6.64% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 2.32% | -0.04% | +2.49% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.25% | +0.25% | +5.62% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.73% | — | +28.97% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.54% | +0.11% | +1.64% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.44% | -0.22% | +1.65% | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.34% | — | +4.98% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.30% | -0.01% | +5.21% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.22% | — | +11.99% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 1.22% | -0.21% | -10.64% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.19% | +0.16% | +12.86% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.15% | — | +12.04% | |
| 17 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.11% | +0.23% | +25.67% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.06% | — | +13.03% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.03% | — | +7.10% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.00% | — | +5.62% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.94% | — | +6.55% | |
| 22 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.84% | -0.28% | -33.34% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.83% | — | -0.31% | |
| 24 | AVGO | Broadcom INC | 股票-科技 | 0.81% | +0.07% | -0.30% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | +0.05% | +10.39% | |
| 26 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 0.69% | — | +5.01% | |
| 27 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.69% | -0.23% | +1.66% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.69% | — | +3.52% | |
| 29 | ABBV | Abbvie INC | 股票-醫療保健 | 0.65% | — | +0.89% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.63% | — | +21.32% | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.61% | — | +0.86% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.61% | — | -11.16% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | +0.07% | +0.43% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.50% | — | -0.44% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.50% | — | +12.87% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.50% | — | +0.94% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.50% | — | +4.78% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.49% | — | +6.07% | |
| 39 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 0.48% | — | +10.55% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.46% | — | +14.67% | |
| 41 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.45% | — | +1.47% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | — | +14.73% | |
| 43 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.44% | — | +4.88% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.43% | — | +434.40% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.42% | — | -0.05% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.40% | +0.16% | +3.62% | |
| 47 | FLXR | Tcw Flexible Income ETF | ETF-其他 | 0.39% | — | +7.85% | |
| 48 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.38% | — | +8.64% | |
| 49 | QCOM | Qualcomm INC | 股票-科技 | 0.38% | -0.13% | +49.06% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.37% | +0.05% | +2.01% |