CIK: 0001552564
申報總市值
US$6.8億
僅顯示前 200 大持股（共 740 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 | 10.13% | — | -2.55% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 8.62% | — | -6.86% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 8.40% | — | -5.55% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 7.36% | — | +28.63% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 6.54% | — | +23.94% | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 4.90% | — | +40.65% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-其他 | 4.73% | — | +10.20% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.47% | — | +16.07% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.45% | — | +62.32% | |
| 10 | SUB | Ishares Short-term National | ETF-其他 | 3.11% | — | +12.78% | |
| 11 | DREUSD | Duke Realty CORP | 股票-其他 | 2.46% | — | -1.59% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.15% | — | -12.15% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.77% | — | -9.07% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.56% | — | -8.31% | |
| 15 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.55% | — | +0.60% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.49% | — | — | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.16% | — | +0.00% | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.12% | — | +9.63% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.01% | — | -1.02% | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.93% | — | +0.81% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.84% | — | -7.98% | |
| 22 | BERYEUR | Berry Global Group INC | 股票-其他 | 0.73% | — | — | |
| 23 | BLKB | Blackbaud INC | 股票-其他 | 0.70% | — | — | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.70% | — | +0.04% | |
| 25 | IFRA | Ishares US Infrastructure | ETF-其他 | 0.65% | — | -9.83% | |
| 26 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.64% | — | +1.37% | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.62% | — | +0.01% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.62% | — | — | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.57% | — | +45.74% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.57% | — | +0.03% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.48% | — | +19.03% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.40% | — | -10.11% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.39% | — | — | |
| 34 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 0.38% | — | +234.81% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.38% | — | +18.11% | |
| 36 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.37% | — | +4.01% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.37% | — | -19.80% | |
| 38 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.33% | — | +2778.40% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.33% | — | +0.13% | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.29% | — | +2.76% | |
| 41 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.28% | — | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.27% | — | -0.08% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.27% | — | +2303.93% | |
| 44 | ONB | Old National Bancorp | 股票-金融 | 0.23% | — | +0.00% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.23% | — | +205.55% | |
| 46 | FISV | Fiserv INC | 股票-其他 | 0.21% | — | — | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.21% | — | — | |
| 48 | LKFN | Lakeland Financial CORP | 股票-其他 | 0.19% | — | +0.53% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.19% | — | — | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.19% | — | +0.00% |