CIK: 0001542611
申報總市值
US$12.8億
僅顯示前 200 大持股（共 242 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 | 5.85% | — | +9.36% | |
| 2 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 4.01% | — | +10.23% | |
| 3 | GIGB | Goldman Sachs Inv Grd CORP | ETF-避險與商品 | 3.94% | — | +8.96% | |
| 4 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 3.09% | — | -8.54% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.08% | — | -3.59% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.79% | — | +51.71% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.75% | — | +10.68% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.23% | — | -28.56% | |
| 9 | AVDE | Avantis International Equity | ETF-其他 | 2.00% | — | -39.38% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.99% | — | +5.64% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.95% | — | -9.48% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.83% | — | +3.10% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.75% | — | -14.12% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.73% | — | -5.54% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.65% | — | +9.09% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.43% | — | +185.44% | |
| 17 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 1.36% | — | +24.68% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.31% | — | +10.53% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.30% | — | -11.44% | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.29% | — | +10.63% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.03% | — | -1.18% | |
| 22 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.01% | — | +0.31% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.96% | — | +4.29% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.94% | — | +346.90% | |
| 25 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.93% | — | -5.38% | |
| 26 | LECO | Lincoln Electric Holdings | 股票-工業 | 0.92% | — | +0.31% | |
| 27 | ADI | Analog Devices INC | 股票-科技 | 0.92% | — | -6.14% | |
| 28 | PLD | Prologis INC | 股票-房地產 | 0.91% | — | +443.12% | |
| 29 | RSG | Republic Services INC | 股票-工業 | 0.90% | — | -2.65% | |
| 30 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.89% | — | +15.49% | |
| 31 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.88% | — | +4.41% | |
| 32 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 0.86% | — | +5.55% | |
| 33 | EMR | Emerson Electric Co | 股票-工業 | 0.84% | — | +0.00% | |
| 34 | PEP | Pepsico INC | 股票-非循環性消費 | 0.80% | — | -5.59% | |
| 35 | WMT | Walmart INC | 股票-非循環性消費 | 0.79% | — | +158.98% | |
| 36 | AMD | Advanced Micro Devices | 股票-科技 | 0.79% | — | +1.77% | |
| 37 | HD | Home Depot INC | 股票-循環性消費 | 0.77% | — | -1.88% | |
| 38 | CMI | Cummins INC | 股票-工業 | 0.77% | — | — | |
| 39 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.76% | — | -6.09% | |
| 40 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.76% | — | +1957.35% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.76% | — | -0.33% | |
| 42 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 0.76% | — | — | |
| 43 | AGZ | Ishares Agency Bond ETF | ETF-其他 | 0.75% | — | +10.91% | |
| 44 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.74% | — | +227.96% | |
| 45 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.73% | — | +43.62% | |
| 46 | BLKCHF | Blackrock INC | 股票-其他 | 0.73% | — | -26.41% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.72% | — | -0.46% | |
| 48 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.71% | — | — | |
| 49 | UPS | United Parcel Service-cl B | 股票-工業 | 0.69% | — | +0.92% | |
| 50 | ADP | Automatic Data Processing | 股票-科技 | 0.68% | — | -18.72% |