CIK: 0001666741
申報總市值
US$940.0億
僅顯示前 200 大持股（共 410 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 | 3.32% | -0.10% | +9.98% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 3.29% | — | +17.79% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.29% | — | +103.17% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.08% | — | +44.18% | |
| 5 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.78% | — | +12.90% | |
| 6 | AAPL | Apple INC | 股票-科技 | 1.71% | -0.16% | +3.30% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 1.58% | +0.07% | +8.78% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.48% | — | +39.03% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.43% | — | +15.80% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.20% | +0.06% | +6.17% | |
| 11 | T | At&t INC | 股票-通訊服務 | 1.14% | — | +20.40% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.09% | — | +43.88% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.08% | — | +4.74% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.07% | — | +12.59% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.06% | -0.11% | -0.35% | |
| 16 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 1.05% | — | +230.54% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.02% | — | +112.75% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.98% | +0.04% | +3.67% | |
| 19 | PVH | Pvh CORP | 股票-循環性消費 | 0.96% | — | — | |
| 20 | DIVI | Franklin International Core | ETF-其他 | 0.92% | — | +47.23% | |
| 21 | UPS | United Parcel Service-cl B | 股票-工業 | 0.89% | — | +32.49% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | — | +7.41% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.76% | -0.10% | -0.89% | |
| 24 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.75% | — | +15.56% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.75% | — | +1.27% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.72% | — | +113.45% | |
| 27 | FPX | First Trust US Equity Opport | ETF-其他 | 0.71% | — | +19.52% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.70% | -0.33% | +1.03% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.68% | — | +10.79% | |
| 30 | FMB | First Trust Managed Municipa | ETF-其他 | 0.67% | — | +104.94% | |
| 31 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 0.67% | — | -1.05% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.66% | -0.08% | +8.14% | |
| 33 | ✓ | Powershares | 股票-其他 | 0.65% | — | +7.08% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.65% | — | +9.32% | |
| 35 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.64% | — | — | |
| 36 | GNTX | Gentex CORP | 股票-循環性消費 | 0.63% | — | -0.85% | |
| 37 | BA | Boeing Co/the | 股票-工業 | 0.62% | — | -29.27% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | +0.12% | -4.47% | |
| 39 | ABBV | Abbvie INC | 股票-醫療保健 | 0.59% | — | +1.67% | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.58% | — | +182.23% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.58% | — | +71.54% | |
| 42 | INTC | Intel CORP | 股票-科技 | 0.57% | — | -0.90% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.56% | +0.07% | -1.84% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.56% | — | +15.71% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.56% | — | +23.61% | |
| 46 | FEX | First Trust Large Cap Core A | ETF-大型股與成長 | 0.55% | — | -0.94% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.53% | — | +3.28% | |
| 48 | ✓ | 股票-其他 | 0.53% | — | +36.18% | ||
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.52% | — | +10.68% | |
| 50 | FTHI | Fthi/first Trust Exchange-tr | ETF-其他 | 0.52% | — | +64.01% |