CIK: 0001569118
申報總市值
US$12.0億
僅顯示前 200 大持股（共 705 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 | 7.70% | -0.51% | +8.86% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.78% | — | +3.96% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.25% | -0.19% | +15.79% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.70% | -0.14% | +32.07% | |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 4.26% | -0.02% | +9.79% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 3.11% | -0.35% | +50.52% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.76% | +0.77% | +5.06% | |
| 8 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 2.42% | -0.10% | +13.76% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.40% | — | -0.06% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.25% | +0.20% | +1.36% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 2.12% | — | +7.18% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.94% | — | -38.15% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.90% | — | +2.30% | |
| 14 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.89% | — | -2.23% | |
| 15 | AFL | Aflac INC | 股票-金融 | 1.85% | — | -0.15% | |
| 16 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.81% | -0.08% | +12.33% | |
| 17 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 1.72% | -0.10% | +1.51% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.71% | -0.18% | +8.72% | |
| 19 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.58% | -0.12% | +12.65% | |
| 20 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.57% | -0.08% | +15.02% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.51% | — | -1.36% | |
| 22 | IVLU | Ishares Msci International V | ETF-其他 | 1.49% | -0.14% | +4.26% | |
| 23 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.38% | -0.14% | +22.52% | |
| 24 | GNR | State Street Spdr S&p Global | ETF-其他 | 1.31% | — | +2.02% | |
| 25 | APG | Api Group CORP | 股票-工業 | 1.28% | +0.02% | — | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.13% | -0.05% | -3.77% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 1.10% | -0.36% | -1.67% | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 1.09% | -0.45% | +124.20% | |
| 29 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.07% | — | -2.02% | |
| 30 | INFL | Horizon Kinetics Infl Benef | ETF-其他 | 0.95% | — | +2.34% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.92% | — | -2.27% | |
| 32 | AAPL | Apple INC | 股票-科技 | 0.86% | -0.09% | +3.03% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.84% | +0.22% | -1.57% | |
| 34 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.75% | — | -0.29% | |
| 35 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.71% | — | -1.63% | |
| 36 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.68% | — | +15.49% | |
| 37 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.67% | — | +34.74% | |
| 38 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 0.62% | — | -12.19% | |
| 39 | CF | Cf Industries Holdings INC | 股票-原物料 | 0.60% | +0.24% | -0.26% | |
| 40 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.57% | — | -0.05% | |
| 41 | GGG | Graco INC | 股票-工業 | 0.57% | — | — | |
| 42 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.56% | — | -0.54% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.56% | -8.65% | -1.32% | |
| 44 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.52% | -0.28% | +6.89% | |
| 45 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.49% | — | -4.81% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.46% | — | -11.72% | |
| 47 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.45% | -0.04% | +10.42% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.43% | — | -0.80% | |
| 49 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.40% | — | +10.31% | |
| 50 | MOTI | Vaneck Mstar Int Moat ETF | ETF-其他 | 0.39% | — | +23.86% |