CIK: 0001598186
申報總市值
US$19.8億
僅顯示前 200 大持股（共 443 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 20.85% | +9.26% | -8.26% | |
| 2 | AMZN | Amazon.com INC | 股票-循環性消費 | 14.30% | — | +0.24% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 8.10% | -0.09% | -6.76% | |
| 4 | BWX | State Street Spdr Bloomberg | ETF-其他 | 3.52% | -0.17% | +9.32% | |
| 5 | IGOV | Ishares International Treasu | ETF-其他 | 2.79% | -0.09% | +7.44% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 2.33% | — | +25.51% | |
| 7 | MBB | Ishares Mbs ETF | ETF-其他 | 1.91% | — | +11.95% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.84% | -0.22% | +1.75% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.29% | -0.42% | +1.63% | |
| 10 | IBND | State Street Spdr Bloomberg | ETF-其他 | 0.77% | — | +5.89% | |
| 11 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.76% | -0.06% | +8.27% | |
| 12 | PICB | Invesco International Corpor | ETF-其他 | 0.72% | -0.09% | +9.45% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.71% | — | +7.80% | |
| 14 | HD | Home Depot INC | 股票-循環性消費 | 0.55% | — | +1.95% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | — | +11.12% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.52% | — | +2.98% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.51% | +0.06% | +10.21% | |
| 18 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.50% | -0.06% | +11.77% | |
| 19 | INDA | Ishares Msci India ETF | ETF-其他 | 0.48% | -0.09% | +15.31% | |
| 20 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興市場 | 0.47% | -0.07% | +7.04% | |
| 21 | VUG | Vanguard Growth ETF | ETF-其他 | 0.46% | -3.09% | +76.54% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | +26.96% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.42% | — | +3.32% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.42% | — | +2.78% | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.42% | -0.14% | -2.41% | |
| 26 | PFE | Pfizer INC | 股票-醫療保健 | 0.40% | — | +8.83% | |
| 27 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.40% | — | +27.84% | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.39% | — | +6.46% | |
| 29 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.39% | -0.11% | +1.15% | |
| 30 | EWY | Ishares Msci South Korea ETF | ETF-其他 | 0.38% | — | +14.30% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.38% | — | +1.65% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.38% | — | +6.60% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.36% | — | +12.49% | |
| 34 | ACN | Accenture plc | 股票-科技 | 0.35% | — | -2.68% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.35% | +0.10% | +17.58% | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.35% | -0.09% | +0.63% | |
| 37 | SMHC | VanEck China Semiconductor ETF | ETF-新興市場 | 0.34% | — | +18.72% | |
| 38 | T | At&t INC | 股票-通訊服務 | 0.34% | — | +8.41% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.33% | — | +12.05% | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.33% | — | +7.47% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.31% | +0.06% | +8.07% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.31% | -0.06% | +0.65% | |
| 43 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.30% | -0.06% | +3.63% | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.30% | — | +12.89% | |
| 45 | WMT | Walmart INC | 股票-非循環性消費 | 0.30% | +0.05% | +13.94% | |
| 46 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 0.30% | — | +12.08% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.29% | — | +8.98% | |
| 48 | BA | Boeing Co/the | 股票-工業 | 0.28% | — | +2.47% | |
| 49 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.28% | — | +10.72% | |
| 50 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.27% | — | +11.21% |