CIK: 0001588871
申報總市值
US$18.9億
僅顯示前 200 大持股（共 637 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 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 9.94% | +0.17% | +1.53% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 9.71% | -0.97% | +0.41% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 8.69% | +0.20% | +5.20% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.09% | +0.35% | +13.06% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 6.78% | +0.03% | +2.07% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 4.83% | -2.01% | -16.96% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 3.93% | +0.16% | +5.30% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.74% | -0.33% | +0.78% | |
| 9 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.67% | +0.19% | +3.55% | |
| 10 | WMT | Walmart INC | 股票-非循環性消費 | 2.48% | +0.27% | +0.24% | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.45% | +0.10% | +5.57% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.39% | -0.05% | +0.31% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.09% | -0.31% | +3.41% | |
| 14 | AAPL | Apple INC | 股票-科技 | 2.08% | -0.21% | -4.15% | |
| 15 | OEF | Ishares S&p 100 ETF | ETF-其他 | 2.05% | -0.23% | -0.24% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.72% | +1.32% | -0.13% | |
| 17 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.71% | -0.17% | -0.39% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.70% | -0.10% | +26758.96% | |
| 19 | BLDR | Builders Firstsource INC | 股票-工業 | 1.67% | — | -2.69% | |
| 20 | XLE | Ss Energy Select Sector | ETF-其他 | 1.58% | +0.60% | +25481.54% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.46% | -0.30% | +3.85% | |
| 22 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 1.46% | -0.10% | +1.68% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.22% | -0.18% | -0.02% | |
| 24 | GD | General Dynamics CORP | 股票-工業 | 1.11% | +0.01% | +0.99% | |
| 25 | CMA | Comerica INC | 股票-其他 | 0.97% | -1.13% | EXIT | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.79% | — | +2.96% | |
| 27 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.37% | — | +23.19% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | — | +4.70% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.30% | — | +12.34% | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 0.25% | — | +14.81% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.24% | — | -2.25% | |
| 32 | GL | Globe Life INC | 股票-金融 | 0.23% | — | -3.49% | |
| 33 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.23% | — | -3.91% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.22% | -0.04% | -1.78% | |
| 35 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.21% | — | -40.99% | |
| 36 | HD | Home Depot INC | 股票-循環性消費 | 0.21% | — | +1.09% | |
| 37 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.20% | — | +0.59% | |
| 38 | SO | Southern Co/the | 股票-公用事業 | 0.20% | +0.03% | -4.14% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.19% | — | -2.49% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.19% | +0.03% | -0.49% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.18% | — | +0.56% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.18% | +0.11% | -20.97% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.18% | +0.08% | +4.68% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.17% | — | +6.04% | |
| 45 | UNP | Union Pacific CORP | 股票-工業 | 0.16% | — | -12.07% | |
| 46 | SYK | Stryker CORP | 股票-醫療保健 | 0.15% | — | -1.97% | |
| 47 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.15% | -0.07% | +59.32% | |
| 48 | MAA | Mid-america Apartment Comm | 股票-房地產 | 0.14% | — | — | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.13% | — | -5.09% | |
| 50 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.13% | — | — |