CIK: 0001482880
申報總市值
US$206.9億
僅顯示前 200 大持股（共 331 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 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 12.11% | — | +3.63% | |
| 2 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 7.69% | — | — | |
| 3 | WM | Waste Management INC | 股票-工業 | 3.13% | — | +488.98% | |
| 4 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 2.40% | — | -1.18% | |
| 5 | VAC | Marriott Vacations World | 股票-循環性消費 | 2.24% | — | -0.44% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 2.06% | — | +22.31% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.02% | — | -0.50% | |
| 8 | MAR | Marriott International -cl A | 股票-循環性消費 | 1.68% | — | -4.16% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.65% | -0.59% | +1.60% | |
| 10 | CME | Cme Group INC | 股票-金融 | 1.64% | — | — | |
| 11 | GWX | State Street Spdr S&p Intern | ETF-其他 | 1.51% | — | — | |
| 12 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.42% | — | +3.67% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.39% | -0.14% | +4.24% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.36% | -0.11% | -1.10% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.23% | — | +2.43% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.21% | — | +10.69% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.14% | -0.22% | +1.36% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.09% | — | +25.43% | |
| 19 | GXC | State Street Spdr S&p China | ETF-新興市場 | 1.08% | — | -0.87% | |
| 20 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.94% | — | — | |
| 21 | ACN | Accenture plc | 股票-科技 | 0.89% | — | — | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.88% | — | -0.40% | |
| 23 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.86% | — | — | |
| 24 | WWD | Woodward INC | 股票-工業 | 0.83% | — | -4.38% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.79% | — | +1.74% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.78% | — | +20.41% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.76% | — | +0.20% | |
| 28 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.76% | — | — | |
| 29 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.71% | — | +0.08% | |
| 30 | DXCM | Dexcom INC | 股票-醫療保健 | 0.67% | — | +0.07% | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.67% | — | -0.02% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.66% | — | +0.28% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.66% | — | +11.34% | |
| 34 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.65% | — | +5.33% | |
| 35 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.64% | — | +23.73% | |
| 36 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.63% | — | +22.02% | |
| 37 | ABBV | Abbvie INC | 股票-醫療保健 | 0.63% | — | -3.05% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.62% | +0.02% | +1.26% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.61% | -0.17% | +0.95% | |
| 40 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.60% | — | +13.98% | |
| 41 | VTV | Vanguard Value ETF | ETF-其他 | 0.60% | — | +2.43% | |
| 42 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.59% | — | +8.01% | |
| 43 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.58% | — | — | |
| 44 | RWX | State Street Spdr Dow Jones | ETF-其他 | 0.57% | — | — | |
| 45 | UTXZ | United Tech CORP | 股票-其他 | 0.52% | — | +3.22% | |
| 46 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.51% | — | -0.99% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.49% | — | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | -0.16% | -3.20% | |
| 49 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.47% | — | +1.76% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.47% | — | — |