CIK: 0001480916
申報總市值
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僅顯示前 200 大持股（共 259 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 | 13.88% | — | -14.36% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.97% | — | -3.65% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 5.68% | — | +7.44% | |
| 4 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 3.81% | — | +3357.98% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.45% | — | -2.28% | |
| 6 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 3.26% | — | +826.49% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.90% | — | -9.21% | |
| 8 | AVDE | Avantis International Equity | ETF-其他 | 2.86% | — | +433.74% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.61% | — | +75.37% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.54% | — | +7.85% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 2.21% | — | +287.76% | |
| 12 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 2.08% | — | +644.98% | |
| 13 | TROW | T Rowe Price Group INC | 股票-金融 | 2.06% | — | -4.25% | |
| 14 | GEM | Goldman Sachs Activebeta Em | ETF-避險與商品 | 2.03% | — | +388.16% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.97% | — | +529.19% | |
| 16 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.78% | — | +301.23% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.60% | — | -3.92% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.54% | — | +840.38% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.41% | — | +1812.89% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.37% | — | -6.99% | |
| 21 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.31% | — | +34.86% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.21% | — | +1861.23% | |
| 23 | AXSM | Axsome Therapeutics INC | 股票-醫療保健 | 1.18% | — | -20.00% | |
| 24 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.99% | — | -6.26% | |
| 25 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.90% | — | -2.97% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.84% | — | -3.93% | |
| 27 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.82% | — | +366.80% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.78% | — | +4.05% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.76% | — | -5.19% | |
| 30 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.70% | — | -3.71% | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.70% | — | -2.26% | |
| 32 | PEP | Pepsico INC | 股票-非循環性消費 | 0.66% | — | -0.25% | |
| 33 | DHR | Danaher CORP | 股票-醫療保健 | 0.62% | — | -1.47% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.62% | — | -53.47% | |
| 35 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.61% | — | -0.15% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.57% | — | -0.19% | |
| 37 | MKC-V | Mccormick & Co INC Vtg Com | 股票-其他 | 0.56% | — | -0.60% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | — | -1.17% | |
| 39 | PWR | Quanta Services INC | 股票-工業 | 0.50% | — | -11.01% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | +5.25% | |
| 41 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.43% | — | -15.10% | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.39% | — | -0.07% | |
| 43 | PFE | Pfizer INC | 股票-醫療保健 | 0.37% | — | -2.28% | |
| 44 | MA | Mastercard INC - A | 股票-金融 | 0.35% | — | -0.14% | |
| 45 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.33% | — | +7.64% | |
| 46 | FNB | Fnb CORP | 股票-金融 | 0.33% | — | -9.98% | |
| 47 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.32% | — | -0.82% | |
| 48 | UBER | Uber Technologies INC | 股票-工業 | 0.31% | — | -1.13% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.30% | — | -8.80% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.29% | — | +1.06% |