CIK: 0001551017
申報總市值
US$48.2億
僅顯示前 200 大持股（共 1159 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 8.93% | -0.38% | -11.80% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.27% | -0.18% | +6.58% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.87% | +0.06% | -9.20% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.61% | — | -2.77% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.21% | -0.34% | -16.81% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 2.05% | -0.07% | -2.40% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.78% | -0.12% | +24.99% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.63% | — | +27.82% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.63% | — | -3.72% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 1.58% | — | -3.46% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.38% | — | -10.27% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.22% | -0.12% | -7.41% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.19% | +0.04% | +2.40% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.18% | — | +216.76% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 1.13% | — | +6.37% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.07% | -0.11% | -5.69% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.06% | -0.30% | +55.20% | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.88% | +0.13% | -18.77% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.87% | — | -2.35% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.87% | — | +19.81% | |
| 21 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.77% | +0.19% | -2.23% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.76% | — | -1.51% | |
| 23 | ABBV | Abbvie INC | 股票-醫療保健 | 0.67% | — | -3.34% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.65% | — | +0.77% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.64% | +0.14% | -37.12% | |
| 26 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.62% | — | -0.50% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | -0.12% | -3.11% | |
| 28 | BND | Vanguard Total Bond Market | ETF-其他 | 0.58% | — | -12.63% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.58% | — | -20.39% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.55% | -0.09% | -24.46% | |
| 31 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.55% | — | -3.20% | |
| 32 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.55% | +0.06% | -12.68% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.54% | — | +3.70% | |
| 34 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.54% | — | -20.96% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.54% | — | -7.51% | |
| 36 | ADBE | Adobe INC | 股票-科技 | 0.52% | — | -11.10% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.51% | — | +2.80% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.51% | — | +51.46% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | — | -12.43% | |
| 40 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.50% | — | +49.18% | |
| 41 | INTU | Intuit INC | 股票-科技 | 0.48% | — | -8.29% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.48% | +0.14% | -5.21% | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.47% | — | -16.49% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.46% | — | +16.64% | |
| 45 | PM | Philip Morris International | 股票-非循環性消費 | 0.43% | — | -11.29% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.42% | — | -7.70% | |
| 47 | IDV | Ishares International Select | ETF-其他 | 0.41% | — | -6.24% | |
| 48 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.41% | — | -23.45% | |
| 49 | NVDA | Nvidia CORP | 股票-科技 | 0.40% | -0.09% | -8.17% | |
| 50 | DHR | Danaher CORP | 股票-醫療保健 | 0.38% | — | -15.84% |