CIK: 0001352547
申報總市值
US$18.1億
僅顯示前 200 大持股（共 227 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.99% | +0.03% | +6.07% | |
| 2 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 3.98% | — | -0.11% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.80% | — | -14.75% | |
| 4 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 3.13% | — | -1.23% | |
| 5 | CSM | Proshares Large Cap Core Plu | ETF-大型股與成長 | 2.68% | — | -0.69% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.51% | — | +3984.87% | |
| 7 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 2.42% | +0.02% | -4.13% | |
| 8 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 2.38% | — | +51.85% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.24% | +0.04% | +49.84% | |
| 10 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | 2.15% | — | +0.76% | |
| 11 | GSY | Invesco Ultra Short Duration | ETF-其他 | 2.15% | — | -9.83% | |
| 12 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 1.99% | — | -5.78% | |
| 13 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.89% | — | -14.15% | |
| 14 | FISV | Fiserv INC | 股票-其他 | 1.88% | — | -2.23% | |
| 15 | PXF | Invesco Rafi Developed Marke | ETF-其他 | 1.72% | — | +30.44% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.66% | -0.36% | +1.57% | |
| 17 | FMB | First Trust Managed Municipa | ETF-其他 | 1.59% | — | +1.07% | |
| 18 | PCY | Invesco Emerging Markets Sov | ETF-新興市場 | 1.37% | — | +87.00% | |
| 19 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.32% | — | -57.75% | |
| 20 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.32% | — | +38.36% | |
| 21 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.28% | +0.02% | +25.61% | |
| 22 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.25% | — | -13.77% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.25% | — | +28.14% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | -0.02% | -0.35% | |
| 25 | ASB | Associated Banc-corp | 股票-金融 | 1.15% | -0.12% | +25.63% | |
| 26 | UNP | Union Pacific CORP | 股票-工業 | 1.12% | — | -1.86% | |
| 27 | IDV | Ishares International Select | ETF-其他 | 1.12% | — | -6.21% | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.01% | — | +47.26% | |
| 29 | IFLN | Invesco Bloomberg Enhanced F | ETF-其他 | 0.99% | — | +39.98% | |
| 30 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股與成長 | 0.96% | — | -4.91% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.95% | -0.02% | -0.59% | |
| 32 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.93% | +0.01% | -1.60% | |
| 33 | AAPL | Apple INC | 股票-科技 | 0.91% | -0.03% | +2.21% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.91% | — | -23.20% | |
| 35 | ECL | Ecolab INC | 股票-原物料 | 0.90% | — | -0.53% | |
| 36 | TXN | Texas Instruments INC | 股票-科技 | 0.88% | +0.06% | -7.28% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.80% | — | +77.46% | |
| 38 | SMHC | VanEck China Semiconductor ETF | ETF-新興市場 | 0.77% | — | -18.53% | |
| 39 | MA | Mastercard INC - A | 股票-金融 | 0.76% | — | -3.78% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.73% | — | +82.42% | |
| 41 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 0.72% | — | -0.20% | |
| 42 | MSFT | Microsoft CORP | 股票-科技 | 0.70% | — | +0.75% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.68% | — | -3.18% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.68% | -0.16% | -7.42% | |
| 45 | ALL | Allstate CORP | 股票-金融 | 0.68% | — | +0.02% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.61% | — | +0.78% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.59% | — | -5.23% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.58% | — | -14.18% | |
| 49 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.57% | — | +2.40% | |
| 50 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.51% | — | -6.45% |