CIK: 0001632554
申報總市值
US$11.1億
僅顯示前 200 大持股（共 330 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 | VTV | Vanguard Value ETF | ETF-其他 | 12.94% | +0.31% | +3.76% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 10.81% | +0.30% | +5.98% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 8.89% | +0.64% | +13.67% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 7.89% | +0.53% | +68.11% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 7.85% | +0.13% | +2.82% | |
| 6 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 6.94% | — | +4.50% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 5.07% | — | +8.13% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 4.94% | +0.05% | +9.45% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.36% | +0.40% | +5.85% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.68% | — | -0.26% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.52% | — | +6.56% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.33% | +0.26% | -9.32% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.04% | +0.05% | — | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.98% | +0.10% | +413.75% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.94% | — | +338.71% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 0.90% | — | -0.08% | |
| 17 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.82% | — | -10.94% | |
| 18 | XLF | Ss Financial Select Sector | ETF-其他 | 0.79% | — | +3.22% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.70% | — | +1727.05% | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.65% | -0.62% | -3.67% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.60% | — | -7.86% | |
| 22 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.58% | — | -7.53% | |
| 23 | JKHY | Jack Henry & Associates INC | 股票-科技 | 0.54% | -0.18% | +2.36% | |
| 24 | INTC | Intel CORP | 股票-科技 | 0.54% | — | +4.06% | |
| 25 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.53% | — | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | -0.27% | +0.53% | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.49% | — | +12.04% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.44% | — | +55.32% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.44% | — | +55.80% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.42% | — | +1.37% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.40% | — | +7.27% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.33% | — | -3.72% | |
| 33 | ✓ | Ishares | 股票-其他 | 0.32% | — | — | |
| 34 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.32% | +0.06% | +2.06% | |
| 35 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.32% | +0.10% | +1.99% | |
| 36 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.31% | — | — | |
| 37 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.29% | — | -0.25% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.29% | — | -1.55% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.29% | +0.06% | +6.71% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | -0.06% | +6.65% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.28% | — | -0.16% | |
| 42 | XLB | Ss Materials Select Sector | ETF-其他 | 0.28% | — | +1.45% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.26% | — | +8.47% | |
| 44 | XLE | Ss Energy Select Sector | ETF-其他 | 0.26% | — | +38.40% | |
| 45 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.26% | — | +16.24% | |
| 46 | DE | Deere & Co | 股票-工業 | 0.25% | -0.06% | — | |
| 47 | ADBE | Adobe INC | 股票-科技 | 0.24% | — | +11.31% | |
| 48 | WFC | Wells Fargo & Co | 股票-金融 | 0.24% | — | +9.89% | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.23% | +0.06% | +6.12% | |
| 50 | PEP | Pepsico INC | 股票-非循環性消費 | 0.22% | — | +0.16% |