CIK: 0000913760
申報總市值
US$18.6億
僅顯示前 200 大持股（共 305 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.86% | -0.17% | +186.27% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.76% | -0.34% | +10.58% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 1.59% | — | +41.14% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.58% | -0.45% | +7.69% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.55% | — | +258.70% | |
| 6 | AME | Ametek INC | 股票-工業 | 1.50% | — | — | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.49% | — | +30.43% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.44% | — | +104.05% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.43% | — | +147.00% | |
| 10 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.29% | -0.12% | +28.13% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.25% | — | +17.72% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.23% | +1.01% | +535.66% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.21% | — | +249.22% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.11% | — | +38.80% | |
| 15 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 1.04% | — | +375.37% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 1.01% | -0.37% | +108.75% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.96% | -0.58% | +7.98% | |
| 18 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.96% | — | +83.94% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.93% | — | +46.19% | |
| 20 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.92% | — | +116.93% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | -0.14% | +7.91% | |
| 22 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.88% | — | +357.66% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.87% | -0.25% | +128.46% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.87% | -0.44% | +26.86% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.85% | — | — | |
| 26 | T | At&t INC | 股票-通訊服務 | 0.84% | — | +21.63% | |
| 27 | MDIV | Ft Multi-asset Divers INC | ETF-其他 | 0.84% | — | +856.07% | |
| 28 | FHLC | Fidelity Msci Health Care | ETF-其他 | 0.84% | — | — | |
| 29 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.83% | — | +1.95% | |
| 30 | EMLP | First Trust North American E | ETF-其他 | 0.80% | — | — | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.76% | -0.55% | +12.91% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.74% | — | -6.30% | |
| 33 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.73% | — | +15.55% | |
| 34 | BX | Blackstone INC | 股票-金融 | 0.69% | — | -2.06% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.66% | — | +25.37% | |
| 36 | FTC | First Trust Large Cap Growth | ETF-大型股與成長 | 0.65% | — | +46.15% | |
| 37 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.65% | — | — | |
| 38 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-其他 | 0.65% | — | +38.71% | |
| 39 | ARKK | Ark Innovation ETF | ETF-其他 | 0.65% | — | -1.34% | |
| 40 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.64% | — | +10.40% | |
| 41 | BND | Vanguard Total Bond Market | ETF-其他 | 0.61% | +0.32% | +142.67% | |
| 42 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.60% | — | -8.63% | |
| 43 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.60% | — | — | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.60% | — | +4.73% | |
| 45 | IYT | Ishares US Transportation Et | ETF-其他 | 0.58% | — | — | |
| 46 | CDC | Victoryshares US Eq Income E | ETF-其他 | 0.57% | — | -4.34% | |
| 47 | HD | Home Depot INC | 股票-循環性消費 | 0.56% | — | -5.61% | |
| 48 | WMT | Walmart INC | 股票-非循環性消費 | 0.55% | — | +59.85% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | — | +7.08% | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.55% | — | +20.78% |