CIK: 0000853758
申報總市值
US$675.8億
僅顯示前 200 大持股（共 1930 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 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.34% | +0.29% | +11.99% | |
| 2 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 3.91% | -0.01% | +3.97% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.57% | — | -2.43% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.38% | +0.26% | +7.61% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.34% | — | -6.26% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.34% | -0.25% | +8.68% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.27% | — | -1.88% | |
| 8 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 2.21% | — | -6.03% | |
| 9 | SUB | Ishares Short-term National | ETF-其他 | 1.85% | +0.07% | +47.70% | |
| 10 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.83% | +0.04% | +5.99% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.53% | — | +15.05% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.51% | — | -9.60% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.49% | — | +385.59% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.42% | +0.02% | +22.24% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.32% | — | +46.03% | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.31% | +0.21% | +26.75% | |
| 17 | IVLU | Ishares Msci International V | ETF-其他 | 1.31% | — | -4.17% | |
| 18 | IQLT | Ishares Msci International Q | ETF-其他 | 1.29% | — | -5.94% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.25% | +0.16% | +90.34% | |
| 20 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 1.23% | — | +0.22% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.23% | +0.07% | +18.18% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.17% | — | -18.61% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.16% | -0.35% | +8.49% | |
| 24 | EMGF | Ishares Emerging Markets Equ | ETF-新興市場 | 1.06% | — | +8.95% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.91% | -0.08% | +0.19% | |
| 26 | RJF | Raymond James Financial INC | 股票-金融 | 0.88% | — | -1.04% | |
| 27 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.83% | — | -14.73% | |
| 28 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.75% | — | +0.79% | |
| 29 | EOG | Eog Resources INC | 股票-能源 | 0.72% | -0.07% | +1.51% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.70% | +0.07% | +170.67% | |
| 31 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.69% | — | +13.48% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.68% | — | +9.88% | |
| 33 | DFIV | Dimensional International Va | ETF-其他 | 0.65% | +0.10% | +31.76% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.62% | — | -3.37% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.61% | — | +62.86% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | +0.12% | +7.31% | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.57% | — | -6.16% | |
| 38 | DFAT | Dimensional US Target Value | ETF-其他 | 0.57% | — | -0.76% | |
| 39 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.47% | — | +7.13% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.45% | +0.07% | +11.02% | |
| 41 | HD | Home Depot INC | 股票-循環性消費 | 0.41% | — | +12.51% | |
| 42 | SMMV | Ishares Msci USA Small-cap M | ETF-其他 | 0.39% | — | +27.03% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.39% | — | +6.49% | |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.39% | — | +35.76% | |
| 45 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.38% | — | +4.80% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.37% | +0.03% | +128.25% | |
| 47 | DFIC | Dimensional International Co | ETF-其他 | 0.37% | +0.08% | — | |
| 48 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.36% | — | -4.61% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | — | -8.45% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.36% | — | -14.52% |