CIK: 0001524566
申報總市值
US$103.6億
僅顯示前 200 大持股（共 351 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 | 13.74% | -1.35% | +7.83% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 12.62% | +0.60% | +6.62% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 10.59% | +0.59% | -12.96% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-其他 | 9.11% | -0.38% | +14.97% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 8.73% | -0.24% | +90.49% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.54% | +0.28% | +8.45% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.86% | -0.11% | +27.31% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 3.87% | +1.10% | +28.95% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.17% | -0.04% | +21.64% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.08% | -0.16% | +15.63% | |
| 11 | XLE | Ss Energy Select Sector | ETF-其他 | 2.67% | -0.44% | +9.32% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.55% | +0.04% | +19.48% | |
| 13 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 2.22% | -0.31% | -2.90% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.73% | +0.01% | +17.42% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.51% | +0.08% | +18.39% | |
| 16 | VDE | Vanguard Energy ETF | ETF-其他 | 1.49% | -0.42% | +3.79% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.12% | -0.03% | +21.96% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.74% | -0.13% | -6.95% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.61% | -0.01% | +10.53% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.42% | -0.01% | +11.01% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.41% | -0.04% | +22.10% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.32% | — | +5.13% | |
| 23 | TWTRUSD | Twitter INC | 股票-其他 | 0.26% | — | -1.91% | |
| 24 | T | At&t INC | 股票-通訊服務 | 0.25% | — | +4.66% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.23% | +0.04% | -1.39% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.22% | +0.03% | +13.06% | |
| 27 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.22% | — | +2.31% | |
| 28 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.19% | +0.04% | +27.01% | |
| 29 | AAPL | Apple INC | 股票-科技 | 0.17% | +0.09% | -26.69% | |
| 30 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.16% | +0.01% | +0.62% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.15% | — | -3.40% | |
| 32 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.14% | — | +43.08% | |
| 33 | MO | Altria Group INC | 股票-非循環性消費 | 0.12% | — | +8.48% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.12% | -0.02% | +15.28% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.12% | +0.03% | +6.15% | |
| 36 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.11% | — | +16.86% | |
| 37 | PM | Philip Morris International | 股票-非循環性消費 | 0.11% | — | +6.96% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.11% | — | -5.15% | |
| 39 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.11% | +0.01% | +15.43% | |
| 40 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.11% | — | -1.68% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.11% | — | -14.74% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.10% | +0.01% | +35.44% | |
| 43 | PEP | Pepsico INC | 股票-非循環性消費 | 0.10% | — | +3.04% | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.09% | — | -2.55% | |
| 45 | HD | Home Depot INC | 股票-循環性消費 | 0.09% | — | +0.68% | |
| 46 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.08% | — | +36.71% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.08% | — | +6.08% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.08% | +0.01% | +21.92% | |
| 49 | PFE | Pfizer INC | 股票-醫療保健 | 0.08% | +0.01% | +132.46% | |
| 50 | HON | Honeywell International INC | 股票-工業 | 0.07% | — | +9.07% |