CIK: 0001456048
申報總市值
US$65.3億
僅顯示前 200 大持股（共 2529 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 11.33% | — | -25.06% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 11.09% | -1.13% | +34.90% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 9.68% | — | +35.76% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 8.39% | +2.39% | +98.53% | |
| 5 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 6.80% | — | +166.75% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 5.50% | +3.56% | +9134.93% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-其他 | 3.62% | -0.08% | +246.44% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.35% | +0.15% | +24.71% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.75% | +0.45% | +225913.85% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.73% | -0.12% | -2.11% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.21% | -0.04% | +5.85% | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 1.17% | — | +13.97% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.09% | -0.37% | +0.79% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.03% | -0.08% | +18.35% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 0.90% | — | +178.31% | |
| 16 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.88% | — | -46.05% | |
| 17 | ROL | Rollins INC | 股票-循環性消費 | 0.72% | -0.04% | -4.03% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.61% | — | +76.65% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 0.61% | -0.07% | +144.79% | |
| 20 | UPS | United Parcel Service-cl B | 股票-工業 | 0.56% | — | +3.35% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | — | -24.20% | |
| 22 | HD | Home Depot INC | 股票-循環性消費 | 0.52% | — | -10.11% | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.51% | -0.04% | -86.66% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.46% | -0.06% | +7.54% | |
| 25 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.45% | — | +95.03% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.38% | +0.06% | -3.47% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.36% | -0.07% | -3.14% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.28% | -0.12% | +4.91% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.27% | — | +339.49% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.27% | +0.04% | -4.84% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.26% | — | +6.43% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.25% | — | +11.15% | |
| 33 | LKQ | Lkq CORP | 股票-循環性消費 | 0.22% | — | -0.69% | |
| 34 | INTC | Intel CORP | 股票-科技 | 0.22% | — | -3.70% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.21% | — | -9.99% | |
| 36 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.20% | — | +5.30% | |
| 37 | T | At&t INC | 股票-通訊服務 | 0.20% | — | -17.66% | |
| 38 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.19% | — | -2.85% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.19% | — | +120.05% | |
| 40 | SO | Southern Co/the | 股票-公用事業 | 0.18% | — | -5.16% | |
| 41 | ADBE | Adobe INC | 股票-科技 | 0.18% | — | -1.84% | |
| 42 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.18% | — | -46.56% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.18% | — | -4.19% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.17% | -0.10% | +15.13% | |
| 45 | WMT | Walmart INC | 股票-非循環性消費 | 0.17% | +0.04% | +3.87% | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.17% | — | -3.39% | |
| 47 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.15% | — | -3.18% | |
| 48 | PFE | Pfizer INC | 股票-醫療保健 | 0.15% | — | +7.29% | |
| 49 | ABBV | Abbvie INC | 股票-醫療保健 | 0.15% | — | +0.23% | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.14% | — | +275.65% |