CIK: 0001551017
申報總市值
US$48.2億
僅顯示前 200 大持股（共 1223 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 | 7.90% | -0.38% | +0.04% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.84% | -0.18% | +10.63% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 3.48% | +0.06% | -4.58% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.31% | — | -16.77% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.25% | -0.34% | +3.14% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.88% | — | +192.09% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.79% | — | -5.13% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.76% | -0.12% | -4.77% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.47% | — | -11.19% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.44% | -0.07% | -21.41% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 1.34% | — | -3.43% | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 1.31% | — | -3.59% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.24% | — | -8.49% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.05% | +0.04% | -12.09% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.04% | -0.12% | +2047.79% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.03% | — | +149.00% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.02% | -0.11% | +2.58% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.95% | — | +14.70% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.92% | -0.30% | -1.10% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.89% | — | +5.93% | |
| 21 | AAPL | Apple INC | 股票-科技 | 0.86% | +0.13% | +1.58% | |
| 22 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.78% | +0.19% | +4.27% | |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.75% | — | +32.21% | |
| 24 | ABBV | Abbvie INC | 股票-醫療保健 | 0.73% | — | -14.45% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.71% | — | +16.12% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.69% | +0.14% | +5.98% | |
| 27 | BND | Vanguard Total Bond Market | ETF-其他 | 0.68% | — | +0.41% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.68% | — | +4.81% | |
| 29 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.65% | +0.06% | -19.62% | |
| 30 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.60% | +0.07% | +16.48% | |
| 31 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.60% | — | -8.41% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | — | +2.58% | |
| 33 | PM | Philip Morris International | 股票-非循環性消費 | 0.55% | — | -0.19% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.53% | — | -5.30% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.51% | — | -17.40% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | -0.12% | +4.23% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.48% | — | -2.92% | |
| 38 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.47% | — | +11.48% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.47% | — | +5.38% | |
| 40 | ADBE | Adobe INC | 股票-科技 | 0.47% | — | +0.88% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.45% | — | -10.00% | |
| 42 | IDV | Ishares International Select | ETF-其他 | 0.44% | — | +4.95% | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.43% | — | +16.89% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.42% | — | -3.22% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.42% | — | -0.10% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.41% | +0.14% | -33.06% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.40% | -0.08% | -3.38% | |
| 48 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.39% | — | -2.73% | |
| 49 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 0.38% | — | -2.04% | |
| 50 | USB | US Bancorp | 股票-金融 | 0.37% | — | +21.92% |