CIK: 0001666741
申報總市值
US$940.0億
僅顯示前 200 大持股（共 393 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.39% | -0.10% | +18.93% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 3.18% | — | +0.88% | |
| 3 | AAPL | Apple INC | 股票-科技 | 1.82% | -0.16% | +9.80% | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.77% | — | +52.90% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.75% | — | +13.75% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 1.64% | +0.07% | -1.39% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.44% | — | +20.42% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.33% | +0.06% | +1.28% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.30% | — | +4.27% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.24% | — | +15.52% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.22% | — | +40.43% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.18% | -0.11% | -9.52% | |
| 13 | T | At&t INC | 股票-通訊服務 | 1.16% | — | +6.40% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.08% | — | -4.03% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.07% | +0.04% | +12.93% | |
| 16 | BA | Boeing Co/the | 股票-工業 | 0.91% | — | +6.79% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.88% | — | -0.52% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.86% | — | +4.70% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | — | +38.71% | |
| 20 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.84% | — | -2.57% | |
| 21 | UPS | United Parcel Service-cl B | 股票-工業 | 0.81% | — | +0.60% | |
| 22 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 0.77% | — | +0.39% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.76% | -0.10% | +15.90% | |
| 24 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.76% | — | +13.47% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.75% | +0.12% | +11.93% | |
| 26 | ✓ | Powershares | 股票-其他 | 0.74% | — | +5.45% | |
| 27 | DIVI | Franklin International Core | ETF-其他 | 0.73% | — | +44.58% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.72% | -0.33% | +11.23% | |
| 29 | GNTX | Gentex CORP | 股票-循環性消費 | 0.72% | — | -29.08% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.71% | -0.08% | -5.20% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.70% | — | -6.03% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.69% | — | +9.18% | |
| 33 | FPX | First Trust US Equity Opport | ETF-其他 | 0.67% | — | +24.16% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.67% | — | +1.08% | |
| 35 | ABBV | Abbvie INC | 股票-醫療保健 | 0.64% | — | -1.83% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.64% | +0.07% | -8.39% | |
| 37 | FEX | First Trust Large Cap Core A | ETF-大型股與成長 | 0.63% | — | +10.18% | |
| 38 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.62% | — | -4.11% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.61% | — | +26.37% | |
| 40 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.60% | — | +2.08% | |
| 41 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.58% | — | +7.98% | |
| 42 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.58% | — | +9.88% | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.58% | — | +25.35% | |
| 44 | BND | Vanguard Total Bond Market | ETF-其他 | 0.57% | — | +58.72% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.56% | — | -4.05% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.56% | -0.08% | +7.76% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.55% | — | -6.30% | |
| 48 | IGE | Ishares North American Natur | ETF-其他 | 0.54% | — | -1.23% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.54% | — | -17.64% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.53% | — | +43.28% |