CIK: 0001508195
申報總市值
US$32.3億
僅顯示前 200 大持股（共 421 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 10.69% | -1.64% | +3.70% | |
| 2 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 8.12% | -0.95% | +2.94% | |
| 3 | DIVI | Franklin International Core | ETF-其他 | 6.34% | +0.64% | +3.75% | |
| 4 | FSMD | Fidelity Small-mid Multifact | ETF-其他 | 5.83% | +1.33% | +5.70% | |
| 5 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 5.06% | +0.19% | +8.80% | |
| 6 | UBND | Victoryshares Core Plus Bond | ETF-其他 | 4.70% | +0.27% | +8.95% | |
| 7 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 4.31% | +0.02% | +5.25% | |
| 8 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 4.23% | +0.19% | +4.44% | |
| 9 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 4.07% | +0.25% | +0.64% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-其他 | 3.77% | +0.25% | +8.73% | |
| 11 | NFLT | Virtus Newfleet Multi-sector | ETF-其他 | 2.97% | +0.18% | +7.31% | |
| 12 | BNDI | Neos Enhanced INC Agg Bd ETF | ETF-其他 | 2.74% | +0.20% | +8.33% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.32% | -0.54% | +5.12% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.61% | -0.34% | -0.26% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.42% | +0.15% | +0.42% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.31% | -0.17% | +7.65% | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 1.19% | -0.21% | -11.65% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.02% | -0.18% | -4.52% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.94% | -0.31% | +4.57% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.83% | -0.15% | -4.60% | |
| 21 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-其他 | 0.83% | -0.17% | +7.73% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.80% | -0.15% | -7.82% | |
| 23 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.77% | -0.16% | -4.31% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.72% | — | -18.11% | |
| 25 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.70% | — | +14.93% | |
| 26 | DTD | Wisdomtree US Total Dividend | ETF-其他 | 0.69% | — | +6.45% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.60% | — | -3.60% | |
| 28 | IQLT | Ishares Msci International Q | ETF-其他 | 0.58% | — | -5.46% | |
| 29 | WMT | Walmart INC | 股票-非循環性消費 | 0.44% | — | +6.12% | |
| 30 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 0.44% | -0.14% | -6.05% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.41% | — | +23.73% | |
| 32 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-其他 | 0.40% | +0.04% | +2.95% | |
| 33 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.39% | — | +2.66% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.39% | — | +58.18% | |
| 35 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.34% | — | -2.13% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.34% | — | -0.54% | |
| 37 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.31% | — | +3.24% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.29% | — | -3.87% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.26% | — | -16.59% | |
| 40 | BND | Vanguard Total Bond Market | ETF-其他 | 0.26% | — | -9.51% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.25% | — | +0.02% | |
| 42 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.25% | — | -0.76% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.23% | — | -2.32% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.23% | +0.10% | -1.04% | |
| 45 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.23% | — | +4.02% | |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.22% | — | -3.35% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.21% | — | +5.65% | |
| 48 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.20% | — | -31.83% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.20% | — | +3.28% | |
| 50 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.19% | — | -6.76% |