CIK: 0001694287
申報總市值
US$2.2億
僅顯示前 200 大持股（共 279 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 | 16.87% | -0.37% | +4.24% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 9.25% | +0.20% | +7.61% | |
| 3 | MRK | Merck & Co. INC. | 股票-醫療保健 | 8.93% | — | -10.39% | |
| 4 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 6.74% | -0.18% | +13.14% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 4.60% | +0.07% | -3.27% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.21% | +0.06% | +3.13% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 3.45% | +0.15% | +16.37% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 3.18% | +0.02% | -2.66% | |
| 9 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 2.86% | -0.25% | +1.60% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.63% | -0.09% | +29.92% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.60% | — | -2.36% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.18% | — | +25.63% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.81% | +0.07% | +0.73% | |
| 14 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.59% | +0.03% | -0.93% | |
| 15 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.42% | +0.03% | +47.99% | |
| 16 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.26% | -0.13% | +0.55% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.21% | -0.12% | +0.63% | |
| 18 | IFLN | Invesco Bloomberg Enhanced F | ETF-其他 | 1.18% | -0.15% | — | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.17% | +0.02% | -0.26% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.11% | -0.15% | -1.90% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.07% | -0.08% | +0.45% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.06% | -0.07% | -0.23% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.05% | +0.08% | -1.67% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.00% | -0.01% | +0.80% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.78% | -0.04% | +0.88% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.71% | +0.02% | -0.54% | |
| 27 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.69% | +0.01% | — | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.63% | +0.07% | +1.07% | |
| 29 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.53% | — | -38.40% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.53% | — | -0.93% | |
| 31 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.52% | — | +1.65% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.52% | +0.01% | -6.66% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.52% | +0.04% | +2.06% | |
| 34 | AAPL | Apple INC | 股票-科技 | 0.52% | +0.27% | +14.20% | |
| 35 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.52% | +0.03% | — | |
| 36 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.41% | — | +2.04% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.40% | — | +2.19% | |
| 38 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.40% | +0.02% | — | |
| 39 | VOYA | Voya Financial, Inc. | 股票-金融 | 0.40% | — | -5.16% | |
| 40 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資等級公司債 | 0.40% | — | +0.01% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.34% | — | +0.60% | |
| 42 | AXP | American Express Company | 股票-金融 | 0.29% | — | -0.34% | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.29% | +0.02% | — | |
| 44 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.29% | +0.02% | +0.54% | |
| 45 | IGE | Ishares North American Natur | ETF-其他 | 0.29% | — | -3.85% | |
| 46 | PWV | Invesco Large Cap Value ETF | ETF-大型股與成長 | 0.28% | +0.01% | — | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.28% | — | -0.76% | |
| 48 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.27% | +0.02% | — | |
| 49 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.26% | +0.03% | +0.45% | |
| 50 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.24% | +0.02% | — |