CIK: 0001555170
申報總市值
US$246.7億
僅顯示前 200 大持股（共 3181 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 | 12.89% | -0.61% | +5.38% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 10.44% | +0.77% | +3.01% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 7.10% | +0.03% | +1.90% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 5.22% | -0.77% | -2.65% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 4.31% | — | +8.85% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.83% | -0.06% | +3.23% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 2.92% | — | +3.65% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.59% | -0.48% | +8.72% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 2.45% | — | +4.00% | |
| 10 | MBB | Ishares Mbs ETF | ETF-其他 | 2.32% | — | +6.47% | |
| 11 | USIG | Ishares Broad Usd Investment | ETF-其他 | 1.84% | — | +3.24% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.79% | -0.08% | -0.29% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.37% | — | +8.62% | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.31% | — | +20.47% | |
| 15 | LVHD | Franklin U.s. Low Volatility | ETF-其他 | 1.15% | — | +957.62% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.11% | -0.13% | +3.25% | |
| 17 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股與成長 | 1.11% | — | +2.91% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.04% | — | +69.41% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.00% | — | -4.53% | |
| 20 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.86% | — | +4.57% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.82% | -0.07% | +22.34% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.76% | — | -44.29% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.76% | +0.24% | +5.40% | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.72% | +0.11% | +9.13% | |
| 25 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.67% | — | +1.49% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.63% | +0.36% | NEW | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.63% | — | -1.01% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.63% | — | +20.68% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.60% | — | -8.59% | |
| 30 | PGX | Invesco Preferred ETF | ETF-其他 | 0.51% | — | +6.31% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.49% | -0.20% | +5.49% | |
| 32 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.49% | — | +3.14% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.46% | — | +26.08% | |
| 34 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.45% | +0.23% | +5.07% | |
| 35 | SUB | Ishares Short-term National | ETF-其他 | 0.45% | — | -0.98% | |
| 36 | VTV | Vanguard Value ETF | ETF-其他 | 0.44% | — | +35.55% | |
| 37 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.42% | — | +4.18% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.40% | — | -11.34% | |
| 39 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.37% | — | +60.54% | |
| 40 | VUG | Vanguard Growth ETF | ETF-其他 | 0.37% | — | +2.36% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.37% | — | +5.11% | |
| 42 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.36% | — | +1.03% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.36% | — | -2.56% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.35% | — | +9.01% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.34% | — | +61.64% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.33% | — | +58.72% | |
| 47 | HDEF | Xtrackers Msci Eafe High Div | ETF-其他 | 0.33% | — | +27.57% | |
| 48 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.31% | — | -2.18% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.29% | — | -20.24% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.29% | — | +28.21% |