CIK: 0001456048
申報總市值
US$65.3億
僅顯示前 200 大持股（共 3229 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 14.73% | -1.13% | +23.82% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 7.84% | +0.11% | +0.88% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 7.22% | — | +0.54% | |
| 4 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 5.96% | -4.78% | +1.21% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.52% | +0.23% | +1.32% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.78% | +3.56% | -41.85% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.78% | +2.39% | +1.19% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.42% | +0.15% | +3.23% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.80% | -0.07% | -3.22% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.40% | -0.12% | +0.69% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.20% | -1.03% | -2.32% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 2.02% | -0.10% | +17.62% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.66% | -0.37% | -0.84% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.33% | +0.45% | -21.46% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.22% | -0.07% | +2.31% | |
| 16 | BND | Vanguard Total Bond Market | ETF-其他 | 1.18% | — | +10.88% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.18% | — | -0.50% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.16% | — | -2.27% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.92% | -0.08% | +0.46% | |
| 20 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.91% | -0.08% | -0.66% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.75% | -0.04% | -0.03% | |
| 22 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.73% | — | -2.45% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.72% | — | -4.92% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.68% | -0.06% | -0.67% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | — | +0.72% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.60% | -0.07% | -0.30% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.57% | -0.12% | -0.20% | |
| 28 | TSLA | Tesla INC | 股票-循環性消費 | 0.51% | -0.13% | -1.12% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.44% | -0.06% | -0.02% | |
| 30 | HD | Home Depot INC | 股票-循環性消費 | 0.37% | — | -2.58% | |
| 31 | W | Wayfair Inc- Class A | 股票-循環性消費 | 0.34% | — | +56.39% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.33% | — | +7.92% | |
| 33 | EFX | Equifax INC | 股票-工業 | 0.33% | — | -5.29% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.30% | — | -1.17% | |
| 35 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.28% | -0.04% | -5.68% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.26% | -0.04% | +913.05% | |
| 37 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.24% | — | +6.34% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.23% | +0.09% | -0.17% | |
| 39 | WMT | Walmart INC | 股票-非循環性消費 | 0.23% | +0.04% | -0.18% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.21% | +0.04% | -2.20% | |
| 41 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.21% | +0.04% | +0.15% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.21% | — | -0.19% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.20% | — | +1.02% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.20% | — | +1.18% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.19% | — | -4.40% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.18% | +0.06% | +9.40% | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.18% | — | +0.40% | |
| 48 | ABBV | Abbvie INC | 股票-醫療保健 | 0.18% | — | -4.39% | |
| 49 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.17% | — | -2.01% | |
| 50 | NFLX | Netflix INC | 股票-通訊服務 | 0.17% | — | -3.02% |