CIK: 0001456048
申報總市值
US$65.3億
僅顯示前 200 大持股（共 2793 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 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 15.04% | +2.39% | +73.37% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 9.84% | -1.13% | -2.56% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 8.86% | — | -10.57% | |
| 4 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 7.98% | — | +0.31% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 6.55% | +3.56% | -3.73% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 4.44% | +0.45% | +29.82% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.58% | +0.15% | +3.01% | |
| 8 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 2.49% | +0.11% | +281810.00% | |
| 9 | OEF | Ishares S&p 100 ETF | ETF-其他 | 2.10% | -0.08% | -32.94% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.78% | -0.12% | +3.78% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.05% | -0.08% | +9.39% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.02% | -0.37% | +5.75% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.94% | -0.04% | -12.26% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 0.90% | — | +0.42% | |
| 15 | BND | Vanguard Total Bond Market | ETF-其他 | 0.90% | — | +1.91% | |
| 16 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.70% | — | -7.10% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.62% | — | +7.46% | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 0.60% | -0.07% | +2.75% | |
| 19 | PTON | Peloton Interactive Inc-a | 股票-循環性消費 | 0.57% | — | +2426.07% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.56% | -0.06% | +11.96% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | — | +28.88% | |
| 22 | ROL | Rollins INC | 股票-循環性消費 | 0.56% | -0.04% | -0.29% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.54% | — | -94.48% | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 0.50% | — | +1.45% | |
| 25 | UPS | United Parcel Service-cl B | 股票-工業 | 0.49% | — | -0.70% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.45% | -0.07% | +10.70% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.37% | +0.06% | +5.57% | |
| 28 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.34% | -0.04% | +2.66% | |
| 29 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.31% | — | -6.02% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | — | +7.43% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.25% | +0.04% | +3.07% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.24% | — | -0.94% | |
| 33 | WMT | Walmart INC | 股票-非循環性消費 | 0.24% | +0.04% | +6.06% | |
| 34 | LKQ | Lkq CORP | 股票-循環性消費 | 0.23% | — | -4.07% | |
| 35 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.22% | — | +5.09% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.22% | — | +3.89% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.22% | — | +6.69% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.22% | — | +2.66% | |
| 39 | TSLA | Tesla INC | 股票-循環性消費 | 0.21% | -0.13% | +31.18% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.21% | — | +2.85% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.20% | -0.10% | +10.68% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.20% | — | +5.71% | |
| 43 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.19% | — | +10.70% | |
| 44 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.18% | — | — | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.18% | -0.12% | +14.48% | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.18% | — | +13.16% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.16% | — | +4.66% | |
| 48 | PYPL | Paypal Holdings INC | 股票-金融 | 0.16% | — | +10.32% | |
| 49 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.16% | — | +5.50% | |
| 50 | ADBE | Adobe INC | 股票-科技 | 0.15% | — | +7.75% |