CIK: 0001552564
申報總市值
US$6.8億
僅顯示前 200 大持股（共 903 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 | IGF | Ishares Global Infrastructur | ETF-其他 | 12.76% | — | +18.05% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 12.50% | — | -3.52% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 8.41% | — | +6.71% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 7.97% | — | +35.87% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 7.05% | — | -2.00% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-其他 | 4.38% | — | +1.06% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.19% | — | +127.31% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.24% | — | +49.63% | |
| 9 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 2.93% | — | -3.30% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.29% | — | +17.00% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.12% | — | +41.94% | |
| 12 | DREUSD | Duke Realty CORP | 股票-其他 | 1.92% | — | -8.50% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.89% | — | +0.56% | |
| 14 | BERYEUR | Berry Global Group INC | 股票-其他 | 1.58% | — | — | |
| 15 | AAPL | Apple INC | 股票-科技 | 0.98% | — | +17.03% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.97% | — | +6.91% | |
| 17 | BLKB | Blackbaud INC | 股票-其他 | 0.93% | — | +0.41% | |
| 18 | BLKCHF | Blackrock INC | 股票-其他 | 0.81% | — | +22556.38% | |
| 19 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.78% | — | -2.14% | |
| 20 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 0.78% | — | -38.32% | |
| 21 | ONB | Old National Bancorp | 股票-金融 | 0.71% | — | +0.44% | |
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.61% | — | +26.64% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.60% | — | +8.18% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.48% | — | -1.89% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.46% | — | +23.96% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.43% | — | -6.22% | |
| 27 | FISV | Fiserv INC | 股票-其他 | 0.41% | — | -0.44% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.40% | — | +22.34% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.40% | — | -7.57% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.40% | — | +19.38% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.40% | — | +6.15% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.38% | — | -1.40% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.37% | — | +6.92% | |
| 34 | LKFN | Lakeland Financial CORP | 股票-其他 | 0.37% | — | +0.77% | |
| 35 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.33% | — | +48.82% | |
| 36 | ADBE | Adobe INC | 股票-科技 | 0.30% | — | -1.62% | |
| 37 | NFLX | Netflix INC | 股票-通訊服務 | 0.30% | — | +1.14% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.29% | — | — | |
| 39 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.28% | — | +33.07% | |
| 40 | NOW | Servicenow INC | 股票-科技 | 0.23% | — | -7.53% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.23% | — | +4.09% | |
| 42 | SE | Sea Ltd-adr | 股票-通訊服務 | 0.22% | — | +54.84% | |
| 43 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.21% | — | — | |
| 44 | MTCHEUR | Match Group INC | 股票-其他 | 0.21% | — | +6.83% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.21% | — | +16.86% | |
| 46 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.20% | — | +0.09% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.19% | — | -7.83% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.18% | — | — | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.18% | — | -2.84% | |
| 50 | T | At&t INC | 股票-通訊服務 | 0.16% | — | +21.58% |