CIK: 0001456048
申報總市值
US$65.3億
僅顯示前 200 大持股（共 3372 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 | 13.22% | -1.13% | -0.54% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 7.07% | +0.11% | +0.12% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.93% | — | +0.24% | |
| 4 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 5.91% | +0.47% | +4.88% | |
| 5 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 5.34% | -4.78% | -2.06% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.72% | +0.23% | +2.68% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.73% | +2.39% | +0.40% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.64% | +0.15% | +2.92% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 2.60% | +0.10% | +4.30% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.34% | -0.10% | -1.76% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.30% | -0.12% | +2.94% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.97% | -0.07% | -5.69% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.86% | -1.03% | -2.63% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.80% | -0.37% | +1.96% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.20% | -0.07% | -2.86% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 1.07% | — | -0.41% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.05% | — | +0.71% | |
| 18 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.00% | -0.08% | +3.95% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.87% | -0.06% | +3.90% | |
| 20 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.85% | -0.08% | -1.32% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.81% | -0.04% | +2.62% | |
| 22 | TSLA | Tesla INC | 股票-循環性消費 | 0.81% | -0.13% | +10.00% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.70% | -0.07% | +2.83% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.67% | +0.45% | +10.36% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.64% | — | +0.99% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | +1.65% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.51% | -0.12% | +0.20% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.50% | -0.04% | +6.96% | |
| 29 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.46% | — | -1.38% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.40% | — | +2.64% | |
| 31 | HD | Home Depot INC | 股票-循環性消費 | 0.31% | — | +1.09% | |
| 32 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.30% | -0.06% | +0.29% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.29% | — | +0.01% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.28% | — | +6.77% | |
| 35 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 0.28% | -0.07% | -8.95% | |
| 36 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.27% | -0.04% | +27.75% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.26% | — | +1.40% | |
| 38 | HOOD | Robinhood Markets INC - A | 股票-金融 | 0.25% | -0.19% | +0.05% | |
| 39 | NFLX | Netflix INC | 股票-通訊服務 | 0.25% | — | +1.33% | |
| 40 | WMT | Walmart INC | 股票-非循環性消費 | 0.25% | +0.04% | -0.91% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.22% | — | -2.12% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.22% | -0.03% | +2.07% | |
| 43 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.21% | — | +1.78% | |
| 44 | MA | Mastercard INC - A | 股票-金融 | 0.21% | — | +0.40% | |
| 45 | ABBV | Abbvie INC | 股票-醫療保健 | 0.20% | — | +3.00% | |
| 46 | EFX | Equifax INC | 股票-工業 | 0.20% | — | +0.04% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.18% | +0.09% | +2.64% | |
| 48 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.18% | +0.04% | -1.96% | |
| 49 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.17% | +0.06% | +1.21% | |
| 50 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.16% | — | -0.72% |