CIK: 0002040084
申報總市值
US$16.7億
僅顯示前 200 大持股（共 291 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 | 17.66% | +1.36% | +0.42% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 10.35% | -2.63% | +2.12% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.82% | -1.74% | +0.76% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 3.79% | +0.10% | +3.24% | |
| 5 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 2.72% | — | -0.24% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.69% | -0.19% | +213.65% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.56% | +0.06% | +1.61% | |
| 8 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 2.48% | -0.21% | -0.95% | |
| 9 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 2.36% | -1.52% | -4.55% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.30% | -0.10% | +1.86% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.95% | +0.05% | +25.55% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.47% | +0.08% | +3.61% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.44% | +0.25% | +1.12% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.42% | -0.05% | +79.66% | |
| 15 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 1.38% | — | +4.39% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.27% | +0.07% | +7.69% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.24% | — | -1.67% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.11% | +0.07% | +7.10% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.10% | +0.20% | +1.32% | |
| 20 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.04% | — | +4.33% | |
| 21 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.02% | -0.73% | EXIT | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.01% | — | -0.12% | |
| 23 | VTV | Vanguard Value ETF | ETF-其他 | 0.99% | +0.14% | -0.89% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.97% | +0.10% | +8.61% | |
| 25 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.91% | +0.05% | -0.56% | |
| 26 | VRSN | Verisign INC | 股票-科技 | 0.83% | — | — | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.81% | -0.05% | +2.17% | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.73% | -0.06% | -2.03% | |
| 29 | SOFI | Sofi Technologies INC | 股票-金融 | 0.70% | — | -0.00% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.68% | — | +8.60% | |
| 31 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.67% | — | +109.90% | |
| 32 | IQLT | Ishares Msci International Q | ETF-其他 | 0.64% | — | +5.00% | |
| 33 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.64% | — | +65.08% | |
| 34 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.63% | -0.12% | — | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.58% | -0.06% | +176.95% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.53% | +0.06% | +4.76% | |
| 37 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 0.52% | — | -0.66% | |
| 38 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.44% | — | -3.06% | |
| 39 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.42% | — | +54.90% | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.42% | -0.09% | +2.20% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.41% | — | -0.28% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.41% | — | +110.44% | |
| 43 | PFM | Invesco Dividend Achievers E | ETF-其他 | 0.40% | — | -0.71% | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.40% | — | -0.47% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.35% | -0.05% | +280.99% | |
| 46 | DHS | Wisdomtree US High Dividend | ETF-其他 | 0.34% | +0.05% | +0.66% | |
| 47 | AON | Aon plc | 股票-金融 | 0.34% | — | -1.47% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.32% | +0.08% | -11.23% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.31% | — | +18.13% | |
| 50 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.31% | — | -1.95% |