CIK: 0001568787
申報總市值
US$134.0億
僅顯示前 200 大持股（共 296 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 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 7.90% | — | -2.09% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 6.83% | -0.39% | +11.64% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 5.93% | — | -1.66% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.15% | — | +9.07% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.54% | — | -1.41% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 4.27% | -0.14% | -1.44% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.72% | — | -3.12% | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 3.30% | — | -19.34% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.04% | — | +15.59% | |
| 10 | VONE | Vanguard Russell 1000 | ETF-其他 | 2.81% | — | -0.25% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.76% | — | +7.04% | |
| 12 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 2.59% | — | -2.19% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 2.51% | — | -0.56% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.42% | -0.12% | -6.47% | |
| 15 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | 2.26% | — | -6.50% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.52% | — | +21.86% | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.36% | — | -4.93% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.34% | +0.08% | +160.46% | |
| 19 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.33% | — | -10.47% | |
| 20 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.29% | — | -4.26% | |
| 21 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.25% | — | -1.13% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.15% | — | -3.34% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.82% | +0.31% | -15.00% | |
| 24 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.77% | — | -3.03% | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.65% | — | -3.05% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.64% | — | -0.31% | |
| 27 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.63% | — | -2.57% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.62% | — | -3.07% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.60% | +0.13% | -2.86% | |
| 30 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.55% | — | -0.53% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.55% | — | -1.15% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.54% | — | +2.29% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.54% | -0.31% | +2.13% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.54% | — | -0.10% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.52% | — | -1.29% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.50% | — | -11.24% | |
| 37 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.49% | — | -0.30% | |
| 38 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.46% | — | -14.07% | |
| 39 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.45% | — | -27.87% | |
| 40 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 0.45% | — | +1.18% | |
| 41 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.43% | — | -15.43% | |
| 42 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.42% | — | -9.39% | |
| 43 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 0.42% | — | — | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.41% | — | +9.00% | |
| 45 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.40% | — | -10.74% | |
| 46 | SMIG | Bahl & Gaynor S/m INC Growth | ETF-其他 | 0.40% | — | — | |
| 47 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.37% | — | +5.82% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.37% | — | -15.74% | |
| 49 | T | At&t INC | 股票-通訊服務 | 0.37% | — | +328.06% | |
| 50 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.34% | — | -2.52% |