CIK: 0001551017
申報總市值
US$48.2億
僅顯示前 200 大持股（共 1404 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 7.70% | -0.12% | +7.18% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.43% | +0.40% | +6.21% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.23% | -0.38% | -1.18% | |
| 4 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 4.71% | +0.18% | +5.55% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.61% | +0.21% | +4.68% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.32% | — | +1.34% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.05% | +0.17% | +16.38% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.04% | +0.27% | +4.92% | |
| 9 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 2.01% | -0.17% | +12.59% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.99% | +0.19% | +5.78% | |
| 11 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.90% | +0.22% | +12.31% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.83% | -0.18% | -2.34% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.50% | -0.34% | -1.70% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.22% | +0.06% | +6.75% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.21% | +0.03% | +5.36% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.19% | +0.32% | +4.52% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.10% | -0.12% | -17.61% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.06% | — | — | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.05% | — | +0.65% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.04% | +0.04% | -1.92% | |
| 21 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.04% | — | -2.64% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.02% | — | +4.41% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.01% | — | +3.32% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.96% | -0.09% | +0.86% | |
| 25 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.87% | -0.12% | +2.84% | |
| 26 | VTV | Vanguard Value ETF | ETF-其他 | 0.83% | — | +3.41% | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.78% | +0.16% | +10.62% | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.78% | — | -3.63% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.75% | -0.07% | +7.20% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.74% | -0.09% | -4.44% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | -0.12% | +1.69% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.65% | — | +17.63% | |
| 33 | AAPL | Apple INC | 股票-科技 | 0.60% | +0.13% | +1.09% | |
| 34 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.59% | — | +22.29% | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.55% | — | +3.74% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.55% | — | -3.59% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.55% | — | +9.76% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.54% | -0.30% | +3.26% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.49% | — | +7.69% | |
| 40 | AVGO | Broadcom INC | 股票-科技 | 0.47% | — | +11.55% | |
| 41 | PM | Philip Morris International | 股票-非循環性消費 | 0.46% | — | -9.78% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.45% | — | -4.71% | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.40% | — | -12.64% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.40% | — | +4.97% | |
| 45 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.38% | — | +14.63% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.37% | — | -7.74% | |
| 47 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.37% | — | -7.92% | |
| 48 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資等級公司債 | 0.37% | — | +4.73% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.37% | -0.11% | -14.19% | |
| 50 | ABBV | Abbvie INC | 股票-醫療保健 | 0.37% | — | +1.51% |