CIK: 0001534400
申報總市值
US$126.8億
僅顯示前 200 大持股（共 905 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 | 6.98% | — | +14.47% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.82% | -0.11% | +23.04% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.70% | -1.00% | +4.46% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.70% | -0.10% | +1.23% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.13% | — | +12.89% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.69% | +0.25% | -1.67% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.29% | +0.78% | — | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.17% | — | +3.49% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.17% | +0.30% | +10.67% | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 0.94% | — | +12.12% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.93% | — | +7.85% | |
| 12 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.92% | — | +7.05% | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.91% | — | +21.10% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.87% | — | +7.11% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.87% | — | +0.26% | |
| 16 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.77% | — | -42.54% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.77% | — | -11.21% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.72% | — | +1.39% | |
| 19 | T | At&t INC | 股票-通訊服務 | 0.69% | — | +0.75% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.64% | — | -3.89% | |
| 21 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 0.64% | — | +20.05% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | -0.03% | +4.42% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.59% | — | +54.76% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.58% | -0.29% | +19.16% | |
| 25 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.57% | — | -9.84% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.51% | — | -12.08% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | +0.13% | +18.82% | |
| 28 | XMLV | Invesco S&p Midcap Low Volat | ETF-其他 | 0.50% | — | — | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.50% | +0.25% | +16.26% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.50% | — | -3.67% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.49% | +0.05% | +6.01% | |
| 32 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.48% | -1.11% | +12.38% | |
| 33 | HD | Home Depot INC | 股票-循環性消費 | 0.48% | -0.09% | +7.19% | |
| 34 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.48% | +0.01% | +11.70% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.48% | — | +7.05% | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.47% | — | +12.74% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.46% | — | +342.24% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.45% | -0.06% | -2.72% | |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.45% | — | +138.45% | |
| 40 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 0.44% | — | +7.13% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.44% | — | +7.53% | |
| 42 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.43% | — | +6.48% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.43% | — | -18.22% | |
| 44 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.42% | — | +1.00% | |
| 45 | CRM | Salesforce INC | 股票-科技 | 0.42% | — | +3.64% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.42% | -0.01% | +10.81% | |
| 47 | FTCS | First Trust Capital Strength | ETF-其他 | 0.40% | -0.05% | — | |
| 48 | VUG | Vanguard Growth ETF | ETF-其他 | 0.39% | +0.06% | -13.35% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.39% | +0.11% | +7.91% | |
| 50 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.39% | — | +11.16% |