CIK: 0001568787
申報總市值
US$134.0億
僅顯示前 200 大持股（共 696 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 9.24% | — | +22.33% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 4.79% | -0.39% | +1.84% | |
| 3 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 3.98% | — | -3.34% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.31% | — | +37.89% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.69% | — | -3.66% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.45% | -0.14% | +6.72% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.97% | — | +4.44% | |
| 8 | VONE | Vanguard Russell 1000 | ETF-其他 | 1.97% | — | +24.27% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.76% | — | +182.29% | |
| 10 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.74% | — | -3.71% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.65% | — | +65.87% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.51% | +0.08% | +10.33% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.45% | +0.31% | +142.88% | |
| 14 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 1.44% | — | -4.31% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.41% | -0.12% | +2.22% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.39% | — | +5.26% | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.34% | — | +103.31% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.03% | — | -5.73% | |
| 19 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 0.96% | +0.06% | +28.63% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.94% | — | +21.24% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.91% | -0.31% | +49.40% | |
| 22 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.89% | — | +72.70% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.88% | — | +113.30% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.85% | +0.08% | +42.14% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.74% | — | +291.20% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.69% | — | +6182.30% | |
| 27 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.67% | — | -0.02% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.65% | — | +959.20% | |
| 29 | ECL | Ecolab INC | 股票-原物料 | 0.62% | — | — | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.62% | — | +44.11% | |
| 31 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.61% | — | — | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.58% | +0.13% | +118.07% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.58% | — | +100.52% | |
| 34 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.57% | — | +1307.81% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.53% | — | -5.70% | |
| 36 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.52% | — | -26.25% | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.51% | — | +992.19% | |
| 38 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.50% | — | +7.24% | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.49% | — | -8.65% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.49% | — | +36.09% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.46% | — | +5.99% | |
| 42 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.45% | — | +273.21% | |
| 43 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.44% | +0.06% | +64.13% | |
| 44 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.43% | — | +19.68% | |
| 45 | DFSD | Dimensional Short Duration | ETF-其他 | 0.43% | — | -6.92% | |
| 46 | HD | Home Depot INC | 股票-循環性消費 | 0.42% | — | +26.72% | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.42% | — | +1300.00% | |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.41% | — | — | |
| 49 | ABBV | Abbvie INC | 股票-醫療保健 | 0.41% | — | +203.36% | |
| 50 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.40% | — | — |