CIK: 0001598550
申報總市值
US$4.5億
僅顯示前 200 大持股（共 216 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 13.04% | -1.20% | +3.43% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 11.57% | -0.28% | -0.89% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.49% | +0.16% | -1.08% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 2.72% | +0.19% | +38.71% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.43% | -0.22% | +0.78% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.18% | -0.24% | +0.27% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.06% | — | -0.83% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.04% | -0.09% | -2.92% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.89% | — | -0.26% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.59% | — | -10.38% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.45% | -0.12% | -0.46% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.45% | — | -0.56% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.39% | — | -6.11% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.38% | -0.26% | -0.43% | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.34% | -0.18% | -0.38% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.14% | — | -0.57% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.10% | -0.28% | -1.42% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.99% | — | -0.29% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.85% | +0.12% | +12.76% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.81% | +0.07% | -0.13% | |
| 21 | SPHB | Invesco S&p 500 High Beta Et | ETF-大型股與成長 | 0.74% | — | — | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.73% | +0.15% | -3.16% | |
| 23 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.73% | — | — | |
| 24 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.73% | — | -0.01% | |
| 25 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.72% | +0.19% | -1.05% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.71% | — | — | |
| 27 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.70% | — | — | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.63% | — | -0.78% | |
| 29 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.60% | — | -0.15% | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.59% | -0.09% | +10.56% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.59% | -0.14% | +0.14% | |
| 32 | C | Citigroup INC | 股票-金融 | 0.59% | — | +3.69% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.57% | +0.31% | -1.09% | |
| 34 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.57% | — | +1.69% | |
| 35 | STWD | Starwood Property Trust INC | 股票-房地產 | 0.57% | — | -2.03% | |
| 36 | HD | Home Depot INC | 股票-循環性消費 | 0.57% | — | -1.78% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | +0.03% | |
| 38 | GS | Goldman Sachs Group INC | 股票-金融 | 0.56% | — | — | |
| 39 | BX | Blackstone INC | 股票-金融 | 0.56% | +0.15% | -1.71% | |
| 40 | HYI | Western Asset High Yield Opp | 股票-其他 | 0.54% | — | +0.07% | |
| 41 | DAL | Delta Air Lines INC | 股票-工業 | 0.50% | — | — | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.49% | — | -1.87% | |
| 43 | XLF | Ss Financial Select Sector | ETF-其他 | 0.48% | — | +8.81% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.47% | — | +33.11% | |
| 45 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.47% | — | — | |
| 46 | GM | General Motors Co | 股票-循環性消費 | 0.46% | — | -0.32% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.46% | — | +1.23% | |
| 48 | NEE | Nextera Energy INC | 股票-公用事業 | 0.45% | — | -2.01% | |
| 49 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.45% | — | +0.90% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.45% | -0.08% | +2.49% |