CIK: 0001524566
申報總市值
US$103.6億
僅顯示前 200 大持股（共 503 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 | 12.23% | -1.35% | +4.46% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 11.69% | +0.59% | -4.69% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 11.43% | +0.60% | +2.60% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 8.77% | -0.24% | +52.80% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 5.96% | -0.11% | +27.31% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.93% | +0.28% | +5.23% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 5.89% | +1.10% | +13.21% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 4.42% | +0.66% | +111.18% | |
| 9 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 3.72% | -0.31% | +2.40% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.81% | +0.01% | +18.70% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.77% | -0.04% | +22.27% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.69% | -0.16% | +18.89% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.36% | +0.04% | +15.80% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.32% | -0.38% | -33.41% | |
| 15 | XLE | Ss Energy Select Sector | ETF-其他 | 2.17% | -0.44% | +24.76% | |
| 16 | VDE | Vanguard Energy ETF | ETF-其他 | 1.46% | -0.42% | -12.99% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.44% | +0.08% | +15.29% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.99% | -0.03% | +12.52% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.58% | -0.01% | +17.71% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.40% | -0.01% | +20.91% | |
| 21 | AAPL | Apple INC | 股票-科技 | 0.38% | +0.09% | -2.13% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.35% | +0.04% | +4.59% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.32% | -0.13% | -19.49% | |
| 24 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.30% | +0.04% | +10.39% | |
| 25 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.23% | -0.04% | -40.76% | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.19% | — | +306.58% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.17% | +0.01% | +12.07% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.16% | — | -1.83% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.15% | — | +5.26% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.15% | +0.03% | +8.67% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.12% | — | +0.59% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.11% | +0.03% | -15.58% | |
| 33 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.10% | — | +5.26% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.10% | +0.01% | +4.92% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.10% | -0.02% | +1.56% | |
| 36 | C | Citigroup INC | 股票-金融 | 0.09% | +0.01% | -8.27% | |
| 37 | INTC | Intel CORP | 股票-科技 | 0.09% | -0.02% | +28.40% | |
| 38 | BA | Boeing Co/the | 股票-工業 | 0.09% | — | +8.04% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.09% | +0.01% | +29.99% | |
| 40 | HD | Home Depot INC | 股票-循環性消費 | 0.09% | — | +1.51% | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.08% | — | +19.88% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.08% | — | -0.45% | |
| 43 | ABBV | Abbvie INC | 股票-醫療保健 | 0.08% | — | -0.69% | |
| 44 | PFE | Pfizer INC | 股票-醫療保健 | 0.07% | +0.01% | +13.75% | |
| 45 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.07% | — | +23.23% | |
| 46 | T | At&t INC | 股票-通訊服務 | 0.07% | — | +10.57% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.07% | — | +1.21% | |
| 48 | XYZ | Block INC | 股票-金融 | 0.07% | -0.05% | -18.40% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.06% | — | -3.10% | |
| 50 | PEP | Pepsico INC | 股票-非循環性消費 | 0.06% | — | +1.45% |