CIK: 0001569118
申報總市值
US$13.2億
僅顯示前 200 大持股（共 477 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 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 13.20% | — | +8.08% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 10.80% | +0.13% | -5.32% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 7.52% | -0.21% | -1.03% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.87% | +0.11% | -2.04% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.44% | -0.04% | -7.65% | |
| 6 | AFL | Aflac INC | 股票-金融 | 5.70% | -0.05% | -0.12% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.33% | — | +84.71% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 4.09% | — | -5.62% | |
| 9 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 3.63% | — | +4.34% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.72% | -0.01% | +4.66% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.03% | — | -7.51% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.81% | — | -11.60% | |
| 13 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 1.61% | — | -2.73% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.51% | — | -4.73% | |
| 15 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.44% | +0.02% | -2.31% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.32% | +0.01% | +9.24% | |
| 17 | PWVUSD | Invesco Dynamic Large Cap Va | ETF-大型股與成長 | 1.08% | — | -7.23% | |
| 18 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.01% | — | -3.33% | |
| 19 | MDT | Medtronic plc | 股票-醫療保健 | 0.89% | — | +0.43% | |
| 20 | INTC | Intel CORP | 股票-科技 | 0.85% | +0.45% | -3.19% | |
| 21 | TDF | Templeton Dragon Fund, Inc. | 股票-其他 | 0.81% | — | +49.72% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.66% | — | -11.71% | |
| 23 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.66% | — | +0.27% | |
| 24 | IDV | Ishares International Select | ETF-其他 | 0.58% | — | +5.77% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.54% | — | +0.26% | |
| 26 | SMHC | VanEck China Semiconductor ETF | ETF-新興市場 | 0.53% | — | +32.23% | |
| 27 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.49% | — | +0.06% | |
| 28 | GGG | Graco INC | 股票-工業 | 0.43% | — | -1.29% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | — | -3.03% | |
| 30 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.36% | — | -6.12% | |
| 31 | ✓ | Wisdomtree | 股票-其他 | 0.36% | — | +3.70% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.36% | — | +3.72% | |
| 33 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.35% | — | -11.06% | |
| 34 | DSL | Doubleline Income Solutions | 股票-其他 | 0.33% | — | -1.78% | |
| 35 | VUG | Vanguard Growth ETF | ETF-其他 | 0.33% | +0.23% | -8.29% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.33% | — | +6.14% | |
| 37 | CF | Cf Industries Holdings INC | 股票-原物料 | 0.32% | -0.17% | -0.05% | |
| 38 | AXP | American Express Company | 股票-金融 | 0.31% | — | -0.86% | |
| 39 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.30% | — | +10.64% | |
| 40 | UPS | United Parcel Service-cl B | 股票-工業 | 0.29% | — | -0.34% | |
| 41 | AAPL | Apple INC | 股票-科技 | 0.28% | +0.06% | +0.53% | |
| 42 | ✓ | 股票-其他 | 0.25% | — | +1.85% | ||
| 43 | AMAT | Applied Materials INC | 股票-科技 | 0.23% | +0.35% | -16.28% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.23% | +0.01% | -26.31% | |
| 45 | QCOM | Qualcomm INC | 股票-科技 | 0.22% | +0.03% | +1.58% | |
| 46 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.22% | — | — | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.22% | — | -8.07% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.21% | — | -2.28% | |
| 49 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 0.20% | — | -3.64% | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | 0.20% | — | +20.21% |