CIK: 0001534468
申報總市值
US$202.0億
僅顯示前 200 大持股（共 2535 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 | 2.32% | -0.17% | +59.90% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.32% | -0.54% | +8.48% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.65% | +0.09% | +29.71% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.61% | -0.02% | +6.70% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.18% | +0.08% | +9.73% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.14% | — | +596.11% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.99% | +0.10% | +14.81% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.98% | +0.11% | +13.77% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 0.89% | — | +750.16% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.89% | — | +10.73% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 0.86% | +0.01% | +23.79% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.80% | — | +37.52% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.77% | +0.15% | +26.90% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.72% | — | +29.71% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.72% | -0.02% | +35.98% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | +0.06% | +12.80% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.68% | — | +16.60% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.67% | -0.05% | +110.70% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.66% | -0.57% | +508.63% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.63% | — | +72.87% | |
| 21 | HD | Home Depot INC | 股票-循環性消費 | 0.58% | — | +14.82% | |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.58% | +0.09% | +27.73% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.56% | — | +26.86% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.54% | — | +649.20% | |
| 25 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.52% | — | +49.63% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.52% | — | +74.21% | |
| 27 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.52% | -0.09% | +220.16% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.52% | — | +20.57% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.51% | — | +49.34% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.51% | +0.05% | +542.37% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | — | +38.14% | |
| 32 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 0.48% | — | +3.77% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | — | +16.36% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.47% | — | +19.89% | |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.46% | — | +596.46% | |
| 36 | XLE | Ss Energy Select Sector | ETF-其他 | 0.46% | — | +92.98% | |
| 37 | VUG | Vanguard Growth ETF | ETF-其他 | 0.43% | +0.01% | +25.70% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.42% | — | +111.97% | |
| 39 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.42% | — | +468.46% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.41% | — | +375.16% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.41% | — | +65.14% | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.40% | — | +26.67% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.40% | — | +28.47% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.39% | +0.07% | +53.17% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.38% | +0.06% | +74.62% | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.38% | — | +28.14% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.37% | — | +9.90% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.37% | +0.03% | +27.58% | |
| 49 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.37% | — | +42.65% | |
| 50 | PFE | Pfizer INC | 股票-醫療保健 | 0.36% | — | +20.19% |