CIK: 0001552564
申報總市值
US$6.8億
僅顯示前 200 大持股（共 735 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 | 10.66% | — | -9.21% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 10.43% | — | +0.93% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 9.63% | — | +5.66% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.92% | — | +1.19% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 5.82% | — | +0.42% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.72% | — | +49.61% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 5.23% | — | -1.00% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-其他 | 3.67% | — | -0.14% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.68% | — | +0.00% | |
| 10 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.17% | — | -22.61% | |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 2.13% | — | -0.18% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.05% | — | -1.06% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.92% | — | -3.53% | |
| 14 | DREUSD | Duke Realty CORP | 股票-其他 | 1.62% | — | +1.37% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.61% | — | -0.19% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.27% | — | -9.04% | |
| 17 | BLKB | Blackbaud INC | 股票-其他 | 1.15% | — | -0.10% | |
| 18 | BERYEUR | Berry Global Group INC | 股票-其他 | 1.09% | — | +8.30% | |
| 19 | AAPL | Apple INC | 股票-科技 | 0.92% | — | +2.29% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.90% | — | -12.76% | |
| 21 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.79% | — | +0.00% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.79% | — | — | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.77% | — | -8.62% | |
| 24 | BLKCHF | Blackrock INC | 股票-其他 | 0.56% | — | -0.02% | |
| 25 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.55% | — | +7.38% | |
| 26 | IFRA | Ishares US Infrastructure | ETF-其他 | 0.52% | — | +38.19% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.48% | — | -0.08% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.42% | — | -19.76% | |
| 29 | SUB | Ishares Short-term National | ETF-其他 | 0.42% | — | — | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.41% | — | -1.93% | |
| 31 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.40% | — | +11.56% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.39% | — | -0.46% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.35% | — | — | |
| 34 | NFLX | Netflix INC | 股票-通訊服務 | 0.34% | — | +15.28% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.34% | — | -0.16% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.34% | — | +0.06% | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 0.34% | — | -0.82% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.33% | — | +4.65% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.33% | — | -4.44% | |
| 40 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 0.31% | — | +0.49% | |
| 41 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.31% | — | -29.26% | |
| 42 | SE | Sea Ltd-adr | 股票-通訊服務 | 0.31% | — | -15.02% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.30% | — | +4.74% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.30% | — | +0.31% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.28% | — | +11.77% | |
| 46 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.26% | — | +0.02% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.26% | — | +1791.21% | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.25% | — | +0.01% | |
| 49 | FISV | Fiserv INC | 股票-其他 | 0.25% | — | +0.92% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.25% | — | -2.06% |