CIK: 0001524566
申報總市值
US$103.6億
僅顯示前 200 大持股（共 383 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 12.91% | +0.60% | +10.04% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 12.44% | -1.35% | +3.75% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 11.54% | +0.59% | +16.70% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 8.07% | -0.24% | +1.79% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-其他 | 5.96% | -0.38% | -26.06% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.83% | +0.28% | +15.25% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 5.17% | -0.11% | +0.60% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 4.99% | +1.10% | +35.40% | |
| 9 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 4.73% | -0.31% | +192.55% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.97% | -0.04% | -5.44% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.94% | -0.16% | +12.22% | |
| 12 | XLE | Ss Energy Select Sector | ETF-其他 | 2.75% | -0.44% | +6.19% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.52% | +0.04% | +11.18% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.90% | +0.01% | -0.88% | |
| 15 | VDE | Vanguard Energy ETF | ETF-其他 | 1.50% | -0.42% | -0.00% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.49% | +0.08% | +12.12% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.24% | -0.03% | +14.27% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.63% | -0.01% | +14.37% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.59% | -0.13% | -1.19% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.46% | -0.01% | +24.11% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.32% | -0.04% | -14.11% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.31% | +0.04% | +15.78% | |
| 23 | AAPL | Apple INC | 股票-科技 | 0.26% | +0.09% | -2.82% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.23% | — | -1.28% | |
| 25 | T | At&t INC | 股票-通訊服務 | 0.20% | — | -1.00% | |
| 26 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.19% | +0.04% | +2.18% | |
| 27 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.18% | — | +9.84% | |
| 28 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.17% | — | +23.59% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.16% | +0.01% | +14.35% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.16% | — | +23.19% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.15% | +0.03% | -15.33% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.14% | +0.03% | +5.52% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.13% | -0.02% | +26.34% | |
| 34 | TWTRUSD | Twitter INC | 股票-其他 | 0.12% | — | -0.60% | |
| 35 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.12% | — | +26.34% | |
| 36 | C | Citigroup INC | 股票-金融 | 0.12% | +0.01% | +17.84% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.12% | — | -12.58% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.11% | — | +2.49% | |
| 39 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.11% | +0.01% | -0.69% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.11% | — | -5.72% | |
| 41 | MO | Altria Group INC | 股票-非循環性消費 | 0.11% | — | +15.86% | |
| 42 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.10% | +0.01% | +1.16% | |
| 43 | HD | Home Depot INC | 股票-循環性消費 | 0.08% | — | +14.50% | |
| 44 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.08% | — | +22.39% | |
| 45 | PEP | Pepsico INC | 股票-非循環性消費 | 0.07% | — | -14.87% | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.07% | — | +4.95% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.07% | -0.02% | -11.01% | |
| 48 | PM | Philip Morris International | 股票-非循環性消費 | 0.07% | — | -18.91% | |
| 49 | PFE | Pfizer INC | 股票-醫療保健 | 0.07% | +0.01% | +24.93% | |
| 50 | QCOM | Qualcomm INC | 股票-科技 | 0.07% | +0.01% | +3.25% |