CIK: 0001694287
申報總市值
US$2.2億
僅顯示前 200 大持股（共 288 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 | 15.24% | -0.37% | +9.14% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 9.69% | +0.20% | +15.69% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 7.11% | -0.18% | +5.14% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 5.99% | +0.07% | -3.61% | |
| 5 | MRK | Merck & Co. INC. | 股票-醫療保健 | 5.45% | — | -0.05% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.17% | +0.06% | +2.05% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 4.58% | +0.02% | +5.32% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.70% | — | -5.16% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.52% | +0.03% | -5.08% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.82% | -0.09% | +14.34% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.80% | +0.02% | -5.10% | |
| 12 | ✓ | Powershares Global ETF Trust | ETF-其他 | 1.77% | — | -1.01% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.70% | -0.15% | -1.71% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.66% | -0.08% | -5.17% | |
| 15 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.40% | -0.13% | +3.64% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.34% | -0.07% | -6.07% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.29% | -0.12% | -1.91% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.16% | +0.08% | +15.77% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.06% | +0.07% | -11.08% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.01% | — | +10.68% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.99% | +0.02% | -1.99% | |
| 22 | VOYA | Voya Financial, Inc. | 股票-金融 | 0.93% | — | -5.72% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.92% | +0.01% | -0.62% | |
| 24 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.90% | +0.01% | +0.95% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.88% | +0.07% | +0.65% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.72% | +0.27% | +0.31% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.69% | — | +7.53% | |
| 28 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資等級公司債 | 0.67% | — | -3.17% | |
| 29 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.61% | +0.03% | — | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.52% | +0.03% | +61.24% | |
| 31 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.52% | +0.02% | +0.62% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | +0.04% | -0.65% | |
| 33 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.48% | — | -6.65% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.47% | — | -2.43% | |
| 35 | IGE | Ishares North American Natur | ETF-其他 | 0.47% | — | +0.38% | |
| 36 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.41% | +0.03% | +0.12% | |
| 37 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.40% | +0.02% | -12.10% | |
| 38 | AXP | American Express Company | 股票-金融 | 0.40% | — | — | |
| 39 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 0.37% | — | +0.91% | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.36% | +0.02% | +0.41% | |
| 41 | PWVUSD | Invesco Dynamic Large Cap Va | ETF-大型股與成長 | 0.36% | — | +0.81% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.32% | — | +16.23% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.32% | -0.01% | -2.05% | |
| 44 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.32% | — | +2.05% | |
| 45 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.30% | — | +0.20% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.29% | +0.15% | +4.95% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.29% | — | -2.62% | |
| 48 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.29% | +0.02% | +0.34% | |
| 49 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.26% | — | -1.24% | |
| 50 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.24% | -0.04% | +108.83% |