CIK: 0001534400
申報總市值
US$126.8億
僅顯示前 200 大持股（共 1226 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 4.51% | — | +30.37% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 3.64% | — | +21.19% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.13% | -0.11% | +11.63% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.43% | -0.10% | +2.45% | |
| 5 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 2.03% | — | +3.65% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.88% | -1.00% | +25.34% | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 1.62% | — | +6.98% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.59% | — | +1.70% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.22% | +0.78% | +4.62% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.14% | +0.25% | +4.41% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.12% | — | +3.97% | |
| 12 | XMLV | Invesco S&p Midcap Low Volat | ETF-其他 | 1.11% | — | +1.34% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.08% | — | -8.38% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.00% | — | +4.03% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.94% | — | +50.43% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.92% | — | +21.17% | |
| 17 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.90% | — | +6.59% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.84% | — | -16.46% | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.83% | — | +5.64% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.82% | +0.25% | -3.75% | |
| 21 | T | At&t INC | 股票-通訊服務 | 0.82% | — | +37.90% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.80% | -0.29% | +10.05% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.76% | +0.04% | +0.02% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.72% | — | -1.82% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | -0.03% | -0.33% | |
| 26 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.66% | — | -0.32% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.62% | +0.30% | +5.68% | |
| 28 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.61% | — | -7.71% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.60% | — | +50.02% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.60% | — | +10.12% | |
| 31 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.59% | — | +3.32% | |
| 32 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.57% | — | +48.72% | |
| 33 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.57% | — | +24.23% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.53% | — | +4.58% | |
| 35 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.52% | — | -3.70% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.49% | — | -22.54% | |
| 37 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.49% | — | +1318.42% | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.49% | — | -4.01% | |
| 39 | VUG | Vanguard Growth ETF | ETF-其他 | 0.47% | +0.06% | -6.85% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.45% | — | -1.99% | |
| 41 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.44% | — | +4.08% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.44% | — | +4.09% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.43% | +0.05% | +0.69% | |
| 44 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 0.42% | — | +1.92% | |
| 45 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.42% | — | +6.85% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.41% | -0.01% | +4.28% | |
| 47 | BA | Boeing Co/the | 股票-工業 | 0.41% | — | +13.20% | |
| 48 | XEVVX | Eaton Vance LTD Durat INC | 股票-其他 | 0.40% | — | +1193.30% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | +0.13% | +4.35% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.38% | — | +4.36% |