CIK: 0001694287
申報總市值
US$2.2億
僅顯示前 200 大持股（共 246 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 | 13.66% | -0.37% | +6.59% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 8.16% | -0.18% | +5.81% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 7.59% | +0.07% | -0.76% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 7.23% | +0.20% | -4.11% | |
| 5 | MRK | Merck & Co. INC. | 股票-醫療保健 | 6.18% | — | -16.55% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.03% | +0.06% | +9.39% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 4.96% | +0.02% | -0.21% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.17% | — | -1.87% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.81% | +0.03% | +3.32% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.24% | +0.02% | +8.27% | |
| 11 | ✓ | Powershares Global ETF Trust | ETF-其他 | 1.98% | — | -1.86% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.96% | -0.08% | +0.47% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.87% | -0.15% | -4.73% | |
| 14 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.52% | -0.13% | -0.50% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.42% | +0.07% | -4.59% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.39% | -0.07% | +9.67% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.27% | +0.07% | +16.46% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.19% | -0.09% | -6.58% | |
| 19 | VOYA | Voya Financial, Inc. | 股票-金融 | 1.17% | — | -1.10% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.14% | +0.02% | +1.07% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.02% | -0.12% | -3.56% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.02% | +0.01% | +1.15% | |
| 23 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.87% | +0.01% | +1.26% | |
| 24 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資等級公司債 | 0.75% | — | -16.54% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.74% | — | +11.45% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.73% | — | +20.61% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.68% | +0.04% | +0.61% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.67% | +0.27% | +0.32% | |
| 29 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.65% | +0.02% | +14.61% | |
| 30 | AXP | American Express Company | 股票-金融 | 0.64% | — | -0.42% | |
| 31 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.64% | +0.03% | +0.05% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.62% | — | +5.07% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.52% | — | +0.70% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.50% | +0.08% | +5.12% | |
| 35 | IGE | Ishares North American Natur | ETF-其他 | 0.49% | — | -17.75% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.47% | +0.02% | +0.78% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.44% | -0.05% | +0.63% | |
| 38 | PWVUSD | Invesco Dynamic Large Cap Va | ETF-大型股與成長 | 0.42% | — | +0.73% | |
| 39 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 0.39% | — | +0.85% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.37% | — | -1.94% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.35% | — | +1.06% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.35% | — | +40.24% | |
| 43 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.33% | +0.02% | +0.32% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.32% | +0.15% | -17.78% | |
| 45 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.31% | — | +0.35% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.29% | — | — | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.27% | +0.02% | +0.88% | |
| 48 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.24% | — | +1.09% | |
| 49 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.23% | — | +1.08% | |
| 50 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.23% | — | +0.74% |