CIK: 0001524566
申報總市值
US$103.6億
僅顯示前 200 大持股（共 333 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 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 14.35% | -1.35% | +92.80% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 14.16% | +0.59% | +39.21% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 13.28% | +0.60% | +2.18% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-其他 | 8.91% | -0.38% | +12.61% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.72% | +0.28% | -3.32% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.26% | -0.24% | -21.94% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.29% | -0.11% | +16.05% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 3.42% | +1.10% | -58.87% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.89% | -0.04% | +43.11% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.89% | -0.16% | +11.72% | |
| 11 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 2.55% | -0.31% | — | |
| 12 | XLE | Ss Energy Select Sector | ETF-其他 | 2.54% | -0.44% | +62.10% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.37% | +0.04% | +16.16% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.64% | +0.01% | +68.73% | |
| 15 | VDE | Vanguard Energy ETF | ETF-其他 | 1.49% | -0.42% | -27.53% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.40% | +0.08% | +14.69% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.02% | -0.03% | +25.31% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.90% | -0.13% | +2.70% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.63% | -0.01% | +43.40% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.42% | -0.01% | -36.52% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.38% | -0.04% | +71.12% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.32% | — | +69.93% | |
| 23 | AAPL | Apple INC | 股票-科技 | 0.30% | +0.09% | +103.64% | |
| 24 | TWTRUSD | Twitter INC | 股票-其他 | 0.30% | — | +10.09% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.28% | +0.04% | +14.70% | |
| 26 | T | At&t INC | 股票-通訊服務 | 0.25% | — | +119.88% | |
| 27 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.25% | — | +14.93% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.20% | +0.03% | +75.02% | |
| 29 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.17% | +0.01% | +262.51% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.17% | — | +75.24% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.15% | — | — | |
| 32 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.15% | +0.04% | -16.71% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.14% | — | — | |
| 34 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.13% | — | +56.50% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.13% | +0.03% | +27.48% | |
| 36 | MO | Altria Group INC | 股票-非循環性消費 | 0.12% | — | +29.87% | |
| 37 | PM | Philip Morris International | 股票-非循環性消費 | 0.12% | — | +97.02% | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.11% | — | -34.21% | |
| 39 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.11% | — | +24.25% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.11% | -0.02% | -9.46% | |
| 41 | PEP | Pepsico INC | 股票-非循環性消費 | 0.11% | — | +73.75% | |
| 42 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.10% | +0.01% | +44.83% | |
| 43 | HD | Home Depot INC | 股票-循環性消費 | 0.10% | — | -22.00% | |
| 44 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.10% | — | +55.19% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.09% | — | +84.23% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.09% | — | +25.34% | |
| 47 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.08% | — | +71.11% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.08% | +0.01% | -21.38% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.08% | +0.01% | -3.97% | |
| 50 | HON | Honeywell International INC | 股票-工業 | 0.07% | — | +111.31% |