CIK: 0001569118
申報總市值
US$12.0億
僅顯示前 200 大持股（共 534 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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 11.05% | +0.17% | — | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 8.92% | -0.51% | — | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 7.41% | — | +112389.71% | |
| 4 | AFL | Aflac INC | 股票-金融 | 6.81% | — | +40042.81% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.94% | -0.19% | +9132.79% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.18% | +0.20% | — | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.39% | — | +2120.39% | |
| 8 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 3.33% | — | — | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.11% | -8.65% | — | |
| 10 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.55% | +0.22% | +95123.30% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.46% | — | +1235.95% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.45% | -0.03% | +16443.71% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.27% | — | — | |
| 14 | TDF | Templeton Dragon Fund, Inc. | 股票-其他 | 1.58% | — | — | |
| 15 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.20% | — | +3366.25% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.16% | — | +892.49% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.13% | — | +1104.15% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.02% | +0.31% | — | |
| 19 | INTC | Intel CORP | 股票-科技 | 1.01% | +0.03% | -6.32% | |
| 20 | FTCS | First Trust Capital Strength | ETF-其他 | 0.97% | — | — | |
| 21 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.92% | -0.12% | — | |
| 22 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.90% | -0.08% | — | |
| 23 | MDT | Medtronic plc | 股票-醫療保健 | 0.88% | -0.04% | +1633.14% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.81% | — | +4024.09% | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.81% | — | +17110.00% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.76% | +0.77% | — | |
| 27 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.76% | -0.28% | — | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.75% | -0.36% | -53.63% | |
| 29 | IDV | Ishares International Select | ETF-其他 | 0.70% | — | — | |
| 30 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.54% | -0.03% | +534.99% | |
| 31 | GGG | Graco INC | 股票-工業 | 0.52% | — | — | |
| 32 | CF | Cf Industries Holdings INC | 股票-原物料 | 0.46% | +0.24% | — | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.46% | — | -22.15% | |
| 34 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.45% | -0.10% | — | |
| 35 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.44% | — | +1228.99% | |
| 36 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.43% | — | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | — | +79.28% | |
| 38 | PWV | Invesco Large Cap Value ETF | ETF-大型股與成長 | 0.35% | — | — | |
| 39 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.35% | -0.18% | — | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.34% | -0.14% | -49.52% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.31% | — | -71.19% | |
| 42 | SMHC | VanEck China Semiconductor ETF | ETF-新興市場 | 0.29% | — | — | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.28% | +0.02% | +39.32% | |
| 44 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.28% | -0.03% | -29.21% | |
| 45 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.28% | -0.03% | +1002.44% | |
| 46 | AAPL | Apple INC | 股票-科技 | 0.27% | -0.09% | -76.45% | |
| 47 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.27% | — | +18607.50% | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.27% | — | -72.03% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.26% | — | +14431.18% | |
| 50 | DSL | Doubleline Income Solutions | 股票-其他 | 0.25% | — | — |