CIK: 0001694287
申報總市值
US$2.2億
僅顯示前 200 大持股（共 297 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 | 12.76% | -0.37% | +2.20% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 8.46% | +0.20% | +23.84% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 7.58% | -0.18% | +3.49% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 6.79% | +0.07% | -0.66% | |
| 5 | MRK | Merck & Co. INC. | 股票-醫療保健 | 5.92% | — | -1.16% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.79% | +0.06% | +0.19% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 4.49% | +0.02% | -1.76% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.97% | — | -1.69% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.86% | +0.03% | +0.54% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.93% | +0.02% | -7.94% | |
| 11 | ✓ | Powershares Global ETF Trust | ETF-其他 | 1.92% | — | +2.64% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.79% | -0.08% | +0.48% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.71% | -0.15% | -3.69% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.61% | -0.09% | +29.80% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.36% | -0.07% | -2.41% | |
| 16 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.35% | -0.13% | +1.47% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.30% | -0.12% | +0.27% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.26% | +0.07% | +2.29% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.05% | +0.02% | +0.44% | |
| 20 | VOYA | Voya Financial, Inc. | 股票-金融 | 1.03% | — | +0.43% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.93% | +0.07% | +3.90% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.92% | +0.01% | -4.08% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.92% | — | +22.24% | |
| 24 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.83% | +0.01% | — | |
| 25 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資等級公司債 | 0.73% | — | +0.55% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.71% | +0.27% | +4.59% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.70% | — | -2.60% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.63% | +0.08% | +30.80% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.59% | +0.04% | -3.54% | |
| 30 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.55% | — | +2.20% | |
| 31 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.54% | +0.03% | — | |
| 32 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.53% | +0.02% | +0.53% | |
| 33 | AXP | American Express Company | 股票-金融 | 0.48% | — | -0.27% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.48% | — | — | |
| 35 | IGE | Ishares North American Natur | ETF-其他 | 0.47% | — | +0.37% | |
| 36 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.42% | +0.03% | -2.11% | |
| 37 | PWVUSD | Invesco Dynamic Large Cap Va | ETF-大型股與成長 | 0.40% | — | -0.14% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.37% | +0.02% | — | |
| 39 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.37% | — | — | |
| 40 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 0.37% | — | +0.51% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.35% | — | +0.15% | |
| 42 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.35% | — | — | |
| 43 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.33% | +0.03% | +341.93% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.31% | — | +0.08% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.31% | -0.05% | +1.89% | |
| 46 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.30% | +0.02% | +0.27% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.30% | +0.15% | +3.54% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.30% | — | +3.90% | |
| 49 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.28% | — | +0.16% | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.27% | +0.02% | +0.41% |