CIK: 0001456048
申報總市值
US$65.3億
僅顯示前 200 大持股（共 3380 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 | 12.89% | -1.13% | -0.41% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 7.21% | — | +5.45% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 7.16% | +0.11% | +1.89% | |
| 4 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 5.99% | +0.47% | +5.38% | |
| 5 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 5.26% | -4.78% | +1.23% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.82% | +0.23% | +3.01% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.76% | +2.39% | +1.17% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.56% | +0.15% | +1.72% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 2.58% | +0.10% | +2.73% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.40% | -0.12% | +0.59% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.20% | -0.10% | -3.90% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.90% | -0.07% | -1.04% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.81% | -1.03% | -1.69% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.63% | -0.37% | -0.13% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.16% | -0.07% | -1.82% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.10% | -0.06% | +1.47% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.07% | — | +0.56% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.04% | — | -2.01% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.02% | -0.08% | +0.22% | |
| 20 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.84% | -0.08% | -0.37% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.81% | -0.04% | +0.19% | |
| 22 | TSLA | Tesla INC | 股票-循環性消費 | 0.80% | -0.13% | +1.41% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.63% | — | -0.81% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.62% | +0.45% | -3.28% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.62% | -0.07% | +1.47% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | — | +0.06% | |
| 27 | AVGO | Broadcom INC | 股票-科技 | 0.53% | -0.04% | +3.35% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.51% | -0.12% | +0.19% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.42% | -0.06% | +1.87% | |
| 30 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.42% | — | -11.79% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.40% | — | +1.60% | |
| 32 | DDFD | Inno Eqt Dd 15 Buff ETF Dec | ETF-其他 | 0.38% | — | — | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.35% | — | -1.07% | |
| 34 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.33% | -0.04% | +23.88% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.29% | — | +1.93% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.28% | — | +1.22% | |
| 37 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 0.27% | -0.07% | -1.86% | |
| 38 | WMT | Walmart INC | 股票-非循環性消費 | 0.27% | +0.04% | +3.80% | |
| 39 | HD | Home Depot INC | 股票-循環性消費 | 0.26% | — | +0.20% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.22% | — | -1.82% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.20% | +0.06% | +7.90% | |
| 42 | HOOD | Robinhood Markets INC - A | 股票-金融 | 0.20% | -0.19% | +2.12% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.20% | — | -0.86% | |
| 44 | ABBV | Abbvie INC | 股票-醫療保健 | 0.19% | — | +1.55% | |
| 45 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.19% | — | -5.15% | |
| 46 | NFLX | Netflix INC | 股票-通訊服務 | 0.19% | — | +900.88% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.18% | +0.09% | -4.55% | |
| 48 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.17% | — | -0.31% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.17% | — | +1.42% | |
| 50 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.17% | +0.04% | — |