CIK: 0001555170
申報總市值
US$246.7億
僅顯示前 200 大持股（共 2080 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 | 16.88% | -0.61% | +2.23% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 8.71% | +0.77% | +12.00% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 6.56% | -0.77% | +8.93% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 6.55% | — | +17.94% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 5.64% | +0.03% | +7.79% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 4.44% | — | +4.24% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 3.42% | -0.48% | +1.11% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.03% | — | -1.06% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.95% | -0.08% | +13.29% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.83% | — | +21.33% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.71% | — | +12.29% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.45% | — | +630.20% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.35% | — | +3.56% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.14% | — | -1.87% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.98% | -0.07% | +0.94% | |
| 16 | AAPL | Apple INC | 股票-科技 | 0.97% | -0.13% | +12.62% | |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.96% | — | +221.38% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.86% | +0.36% | NEW | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.75% | — | -1.56% | |
| 20 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.74% | — | +4.69% | |
| 21 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.73% | — | +9.79% | |
| 22 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.71% | — | -3.41% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.67% | — | -1.57% | |
| 24 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.62% | — | +80.63% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.61% | — | +100.03% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.57% | +0.24% | +40.78% | |
| 27 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.56% | — | -8.31% | |
| 28 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.54% | +0.11% | +45.52% | |
| 29 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.51% | — | -0.81% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.50% | -0.20% | +1.07% | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 0.48% | — | -0.46% | |
| 32 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.46% | — | +8.10% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.45% | — | +101.31% | |
| 34 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.45% | — | +5.96% | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.45% | — | -10.04% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.44% | — | +429.40% | |
| 37 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.43% | — | -21.83% | |
| 38 | VUG | Vanguard Growth ETF | ETF-其他 | 0.43% | — | -3.57% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.42% | — | +6.99% | |
| 40 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.41% | — | +14.34% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.41% | — | +616.54% | |
| 42 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.41% | — | +1.30% | |
| 43 | SUB | Ishares Short-term National | ETF-其他 | 0.39% | — | -2.80% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.36% | — | +0.08% | |
| 45 | PGX | Invesco Preferred ETF | ETF-其他 | 0.36% | — | +38.09% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.35% | — | +2.54% | |
| 47 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.34% | — | -10.02% | |
| 48 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.34% | — | +376028.93% | |
| 49 | MBB | Ishares Mbs ETF | ETF-其他 | 0.34% | — | +13.61% | |
| 50 | BBAG | Jpmorgan Betabuilders US Agg | ETF-其他 | 0.32% | — | +28.46% |