CIK: 0001480916
申報總市值
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僅顯示前 200 大持股（共 261 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 | 19.51% | — | -3.07% | |
| 2 | AAPL | Apple INC | 股票-科技 | 7.02% | — | -1.02% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 6.22% | — | -16.38% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.46% | — | -0.81% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.83% | — | -2.90% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.86% | — | +8.65% | |
| 7 | TROW | T Rowe Price Group INC | 股票-金融 | 2.67% | — | +0.14% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.08% | — | -1.16% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.93% | — | -1.41% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.87% | — | -1.07% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.80% | — | +480.31% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.61% | — | — | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.61% | — | -28.40% | |
| 14 | AXSM | Axsome Therapeutics INC | 股票-醫療保健 | 1.45% | — | — | |
| 15 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.36% | — | -1.69% | |
| 16 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.23% | — | — | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.14% | — | -1.40% | |
| 18 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.00% | — | +1924.86% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.96% | — | -1.38% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.91% | — | — | |
| 21 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.88% | — | -0.75% | |
| 22 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.85% | — | -0.61% | |
| 23 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.82% | — | -0.53% | |
| 24 | PEP | Pepsico INC | 股票-非循環性消費 | 0.78% | — | -6.01% | |
| 25 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.74% | — | — | |
| 26 | MKC-V | Mccormick & Co INC Vtg Com | 股票-其他 | 0.73% | — | -3.68% | |
| 27 | DHR | Danaher CORP | 股票-醫療保健 | 0.71% | — | -1.67% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.69% | — | +14.10% | |
| 29 | AVDE | Avantis International Equity | ETF-其他 | 0.69% | — | — | |
| 30 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.68% | — | — | |
| 31 | PWR | Quanta Services INC | 股票-工業 | 0.64% | — | -7.13% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | — | -7.69% | |
| 33 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.58% | — | -0.57% | |
| 34 | GEM | Goldman Sachs Activebeta Em | ETF-避險與商品 | 0.55% | — | — | |
| 35 | INTC | Intel CORP | 股票-科技 | 0.54% | — | +9.52% | |
| 36 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.53% | — | — | |
| 37 | PFE | Pfizer INC | 股票-醫療保健 | 0.52% | — | +1.52% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | — | +0.33% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.47% | — | — | |
| 40 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 0.45% | — | — | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.45% | — | -1.39% | |
| 42 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.42% | — | -3.32% | |
| 43 | FNB | Fnb CORP | 股票-金融 | 0.39% | — | — | |
| 44 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.39% | — | -15.26% | |
| 45 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.37% | — | — | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.35% | — | -0.49% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.35% | — | +13.01% | |
| 48 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.34% | — | — | |
| 49 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.33% | — | -3.80% | |
| 50 | PM | Philip Morris International | 股票-非循環性消費 | 0.31% | — | +0.06% |