CIK: 0001569118
申報總市值
US$13.2億
僅顯示前 200 大持股（共 723 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 | 7.10% | -0.21% | -0.67% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.77% | +0.13% | -0.39% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.66% | -0.04% | -0.40% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 4.08% | — | +13.88% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.89% | -0.08% | +1.59% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.45% | — | +28.51% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.81% | -0.26% | +1.67% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.59% | — | +0.42% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.36% | +0.11% | +0.81% | |
| 10 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 2.22% | -0.01% | +3.90% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 2.11% | +0.03% | +8.57% | |
| 12 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 2.05% | — | +0.67% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.04% | +0.13% | +2.82% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.01% | — | +5.96% | |
| 15 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 1.89% | -0.13% | -1.62% | |
| 16 | AFL | Aflac INC | 股票-金融 | 1.86% | -0.05% | -0.05% | |
| 17 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.71% | -0.11% | +9.77% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.69% | +0.01% | +10.74% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.61% | — | -1.99% | |
| 20 | IVLU | Ishares Msci International V | ETF-其他 | 1.51% | — | +3.32% | |
| 21 | GNR | State Street Spdr S&p Global | ETF-其他 | 1.47% | — | -1.22% | |
| 22 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.45% | — | +3.14% | |
| 23 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.42% | -0.01% | +2.67% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.29% | — | +0.56% | |
| 25 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.22% | -0.22% | -1.32% | |
| 26 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.15% | — | -1.33% | |
| 27 | APG | Api Group CORP | 股票-工業 | 1.14% | +0.82% | — | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 1.02% | — | -0.12% | |
| 29 | INFL | Horizon Kinetics Infl Benef | ETF-其他 | 1.01% | — | +2.02% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.98% | -0.01% | +0.35% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.85% | +0.01% | -1.65% | |
| 32 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.78% | +0.02% | -0.99% | |
| 33 | AAPL | Apple INC | 股票-科技 | 0.77% | +0.06% | +2.38% | |
| 34 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.77% | — | +6.47% | |
| 35 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 0.76% | — | -9.20% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.69% | — | -4.96% | |
| 37 | CF | Cf Industries Holdings INC | 股票-原物料 | 0.68% | -0.17% | -0.23% | |
| 38 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.62% | -0.65% | +11.82% | |
| 39 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.59% | — | -1.49% | |
| 40 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.59% | — | -2.65% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.57% | — | +66.49% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.56% | +0.01% | -3.25% | |
| 43 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.55% | — | -13.49% | |
| 44 | FTCS | First Trust Capital Strength | ETF-其他 | 0.54% | — | -19.32% | |
| 45 | GGG | Graco INC | 股票-工業 | 0.52% | — | — | |
| 46 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.52% | — | +63.02% | |
| 47 | IDV | Ishares International Select | ETF-其他 | 0.51% | — | -6.12% | |
| 48 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.50% | -0.03% | -0.11% | |
| 49 | VUG | Vanguard Growth ETF | ETF-其他 | 0.46% | +0.23% | +20.76% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.46% | — | -0.45% |