CIK: 0001512581
申報總市值
US$53.7億
僅顯示前 200 大持股（共 691 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 9.43% | -0.46% | +7.50% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 8.62% | — | +4.40% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 8.48% | +1.18% | +3.55% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 8.10% | -0.21% | — | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.39% | -0.49% | +3.85% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 5.40% | -0.16% | +3.59% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.34% | — | +7.75% | |
| 8 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.49% | — | +3.87% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.28% | — | +4.32% | |
| 10 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 2.20% | — | +6.04% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.37% | -0.16% | +6.16% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.30% | — | +0.61% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.19% | — | +2.89% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.08% | — | -5.00% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.01% | -0.03% | +2.06% | |
| 16 | MBB | Ishares Mbs ETF | ETF-其他 | 1.01% | — | +3.66% | |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.61% | +0.02% | +12.50% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.55% | — | +1.59% | |
| 19 | ABBV | Abbvie INC | 股票-醫療保健 | 0.45% | — | -1.11% | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.45% | +0.11% | +1.94% | |
| 21 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.43% | — | +26.41% | |
| 22 | T | At&t INC | 股票-通訊服務 | 0.42% | — | +1.38% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.36% | — | +6.60% | |
| 24 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.33% | — | +3.30% | |
| 25 | IDV | Ishares International Select | ETF-其他 | 0.31% | — | +0.62% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.30% | — | +7.74% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.30% | — | +0.23% | |
| 28 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.28% | — | +0.33% | |
| 29 | PFE | Pfizer INC | 股票-醫療保健 | 0.27% | +0.02% | -4.84% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.27% | +0.14% | +6.81% | |
| 31 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.26% | — | +10.58% | |
| 32 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.26% | — | +3.33% | |
| 33 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.25% | +0.04% | +37.12% | |
| 34 | PBPUSD | Invesco S&p 500 Buywrite ETF | ETF-大型股與成長 | 0.25% | — | -2.95% | |
| 35 | CSCO | Cisco Systems INC | 股票-科技 | 0.25% | — | +8.85% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.25% | — | +2.71% | |
| 37 | MO | Altria Group INC | 股票-非循環性消費 | 0.24% | — | -0.38% | |
| 38 | PM | Philip Morris International | 股票-非循環性消費 | 0.23% | — | -10.13% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.22% | — | +1.00% | |
| 40 | SLB | Slb LTD | 股票-能源 | 0.22% | — | +16.30% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.22% | — | -10.43% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.21% | — | +2.86% | |
| 43 | CB | Chubb Limited | 股票-金融 | 0.21% | — | -2.78% | |
| 44 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.21% | — | -0.60% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.21% | — | +6.99% | |
| 46 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.20% | — | +24.72% | |
| 47 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.20% | — | +0.60% | |
| 48 | PEP | Pepsico INC | 股票-非循環性消費 | 0.20% | — | -15.53% | |
| 49 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.19% | — | -1.40% | |
| 50 | VOD | Vodafone Group Plc-sp Adr | 股票-通訊服務 | 0.19% | — | +0.26% |