CIK: 0001552564
申報總市值
US$6.8億
僅顯示前 200 大持股（共 700 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 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 12.09% | — | -2.31% | |
| 2 | IGF | Ishares Global Infrastructur | ETF-其他 | 11.63% | — | +23.92% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 8.91% | — | +46.18% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 8.24% | — | +1.90% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 6.83% | — | -0.37% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.60% | — | +9.70% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.34% | — | +24.45% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-其他 | 4.01% | — | -7.82% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.74% | — | +982.42% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 2.70% | — | -4.59% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.16% | — | +6.19% | |
| 12 | BLKB | Blackbaud INC | 股票-其他 | 2.07% | — | +150.05% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.02% | — | -5.49% | |
| 14 | DREUSD | Duke Realty CORP | 股票-其他 | 1.64% | — | -9.94% | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.52% | — | -1.91% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.15% | — | +308.08% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.91% | — | -1.01% | |
| 18 | BERYEUR | Berry Global Group INC | 股票-其他 | 0.71% | — | -54.33% | |
| 19 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.71% | — | — | |
| 20 | BLKCHF | Blackrock INC | 股票-其他 | 0.69% | — | -5.59% | |
| 21 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.64% | — | +1.52% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.62% | — | — | |
| 23 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 0.55% | — | -24.12% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.52% | — | -7.61% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.48% | — | +5.35% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.46% | — | -1.83% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.45% | — | +6.17% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.40% | — | -5.83% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.38% | — | -3.37% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.36% | — | -7.91% | |
| 31 | NFLX | Netflix INC | 股票-通訊服務 | 0.36% | — | +21.34% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.36% | — | -10.68% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.36% | — | -1.22% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.35% | — | -4.46% | |
| 35 | ADBE | Adobe INC | 股票-科技 | 0.32% | — | +3.77% | |
| 36 | LKFN | Lakeland Financial CORP | 股票-其他 | 0.30% | — | -1.20% | |
| 37 | SE | Sea Ltd-adr | 股票-通訊服務 | 0.29% | — | — | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.28% | — | +0.01% | |
| 39 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.26% | — | -15.23% | |
| 40 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.25% | — | +33.00% | |
| 41 | NOW | Servicenow INC | 股票-科技 | 0.23% | — | -8.26% | |
| 42 | XYZ | Block INC | 股票-金融 | 0.22% | — | +36.75% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.22% | — | +1.37% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.22% | — | +24.76% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.20% | — | -6.20% | |
| 46 | MTCH | Match Group INC | 股票-通訊服務 | 0.18% | — | — | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.17% | — | -8.66% | |
| 48 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.17% | — | +1.75% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.16% | — | +19.14% | |
| 50 | SUB | Ishares Short-term National | ETF-其他 | 0.16% | — | — |