CIK: 0001542611
申報總市值
US$12.8億
僅顯示前 200 大持股（共 215 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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 5.26% | — | +37.21% | |
| 2 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 4.01% | — | -2.66% | |
| 3 | GIGB | Goldman Sachs Inv Grd CORP | ETF-避險與商品 | 3.97% | — | -2.68% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.89% | — | +0.19% | |
| 5 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 3.47% | — | +1.25% | |
| 6 | AVDE | Avantis International Equity | ETF-其他 | 3.38% | — | +2.05% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 3.05% | — | +2.89% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.73% | — | -2.64% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.05% | — | +5.62% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.94% | — | +4.45% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.89% | — | -41.18% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.79% | — | -3.28% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.75% | — | +0.82% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.63% | — | -2.50% | |
| 15 | BND | Vanguard Total Bond Market | ETF-其他 | 1.61% | — | +1.25% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.45% | — | +5.62% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.27% | — | -3.80% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.26% | — | -2.56% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.20% | — | +4.21% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.14% | — | +4.23% | |
| 21 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.11% | — | +14.25% | |
| 22 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 1.08% | — | +1.35% | |
| 23 | ADI | Analog Devices INC | 股票-科技 | 1.06% | — | -0.76% | |
| 24 | BLKCHF | Blackrock INC | 股票-其他 | 1.04% | — | +13.34% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.03% | — | -0.92% | |
| 26 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.99% | — | +3.85% | |
| 27 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.98% | — | +1.08% | |
| 28 | EVR | Evercore INC - A | 股票-金融 | 0.94% | — | -3.40% | |
| 29 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.93% | — | +127.31% | |
| 30 | EQIX | Equinix INC | 股票-房地產 | 0.90% | — | +12.18% | |
| 31 | PEP | Pepsico INC | 股票-非循環性消費 | 0.89% | — | -0.84% | |
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.88% | — | +16.33% | |
| 33 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 0.87% | — | +13.85% | |
| 34 | WMT | Walmart INC | 股票-非循環性消費 | 0.86% | — | -1.28% | |
| 35 | RSG | Republic Services INC | 股票-工業 | 0.86% | — | -12.51% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 0.85% | — | -2.12% | |
| 37 | ACN | Accenture plc | 股票-科技 | 0.85% | — | -0.81% | |
| 38 | LECO | Lincoln Electric Holdings | 股票-工業 | 0.85% | — | +17.75% | |
| 39 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.84% | — | -1.53% | |
| 40 | AMGN | Amgen INC | 股票-醫療保健 | 0.83% | — | +1.46% | |
| 41 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.83% | — | +5.46% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.80% | — | -1.83% | |
| 43 | HD | Home Depot INC | 股票-循環性消費 | 0.80% | — | -11.82% | |
| 44 | UPS | United Parcel Service-cl B | 股票-工業 | 0.79% | — | +1.02% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.77% | — | +0.14% | |
| 46 | EMR | Emerson Electric Co | 股票-工業 | 0.77% | — | -0.37% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.75% | — | +0.15% | |
| 48 | AGZ | Ishares Agency Bond ETF | ETF-其他 | 0.73% | — | -2.61% | |
| 49 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.73% | — | -2.05% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.69% | — | +1.29% |