CIK: 0001569118
申報總市值
US$13.2億
僅顯示前 200 大持股（共 582 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 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 10.82% | -0.21% | -2.28% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.85% | -0.04% | +1.62% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.68% | +0.13% | +6.54% | |
| 4 | AFL | Aflac INC | 股票-金融 | 5.40% | -0.05% | -0.08% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.13% | +0.11% | -28.06% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.65% | — | -12.73% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.48% | — | -24.93% | |
| 8 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 2.48% | — | -7.58% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.41% | -0.26% | +115.00% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.32% | -0.08% | +38.59% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.15% | +0.01% | -8.53% | |
| 12 | FTCS | First Trust Capital Strength | ETF-其他 | 1.90% | — | +4.63% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.89% | +0.13% | +62.21% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.81% | +0.01% | -9.90% | |
| 15 | GLDM1USD | Spdr Gold Minishares Trust | ETF-避險與商品 | 1.71% | — | -3.01% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.62% | -0.01% | -2.60% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.62% | — | -3.09% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.54% | +0.19% | -18.43% | |
| 19 | IDV | Ishares International Select | ETF-其他 | 1.48% | — | +81.79% | |
| 20 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.43% | — | +25.94% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.36% | — | -0.39% | |
| 22 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.35% | — | +69.53% | |
| 23 | INTC | Intel CORP | 股票-科技 | 1.29% | +0.45% | -0.72% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.16% | — | -36.80% | |
| 25 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 1.14% | — | +46.06% | |
| 26 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.04% | -0.01% | +41.43% | |
| 27 | GNR | State Street Spdr S&p Global | ETF-其他 | 1.03% | — | -4.57% | |
| 28 | JHEM | John Hancock Multi Em Mrk Et | ETF-其他 | 1.02% | — | +58.56% | |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.02% | +0.02% | -4.63% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.96% | +0.01% | +36.73% | |
| 31 | MDT | Medtronic plc | 股票-醫療保健 | 0.92% | — | -1.50% | |
| 32 | TDF | Templeton Dragon Fund, Inc. | 股票-其他 | 0.91% | — | -31.75% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.81% | — | -19.62% | |
| 34 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.80% | -0.01% | -0.43% | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.79% | — | -17.66% | |
| 36 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.63% | -0.03% | -18.33% | |
| 37 | GGG | Graco INC | 股票-工業 | 0.62% | — | — | |
| 38 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.62% | — | -4.20% | |
| 39 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.61% | — | +195.78% | |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.59% | — | +62.59% | |
| 41 | AAPL | Apple INC | 股票-科技 | 0.56% | +0.06% | -4.00% | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.51% | — | +2.07% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.46% | — | -9.52% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | +2.37% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.45% | — | -4.70% | |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.43% | -0.65% | +94.02% | |
| 47 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.43% | +0.04% | -1.38% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.42% | — | +0.35% | |
| 49 | IYLD | Ishares Morningstar Multi-as | ETF-其他 | 0.39% | — | +6.87% | |
| 50 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.38% | — | -0.48% |