CIK: 0001694287
申報總市值
US$2.2億
僅顯示前 200 大持股（共 209 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 | 16.17% | -0.37% | -0.46% | |
| 2 | MRK | Merck & Co. INC. | 股票-醫療保健 | 11.89% | — | +17.51% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 8.89% | -0.18% | +2.79% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 8.69% | +0.20% | +0.75% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 4.21% | +0.07% | +0.52% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 4.01% | +0.15% | +3.81% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.74% | +0.06% | -4.57% | |
| 8 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 3.43% | -0.25% | +13.55% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 3.38% | +0.02% | +1.56% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.39% | — | -4.82% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.28% | — | -2.40% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.22% | -0.09% | -3.37% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.45% | +0.03% | -0.78% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.28% | +0.07% | -2.04% | |
| 15 | IFLN | Invesco Bloomberg Enhanced F | ETF-其他 | 1.17% | -0.15% | -1.22% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.09% | -0.12% | -3.79% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.06% | +0.02% | +0.15% | |
| 18 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.05% | +0.03% | -34.78% | |
| 19 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.05% | -0.13% | -4.93% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.02% | -0.08% | — | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.02% | +0.08% | +0.14% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.92% | -0.07% | +2.86% | |
| 23 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.91% | -0.04% | +14.79% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.86% | -0.01% | -3.62% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.86% | -0.15% | -11.71% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.60% | +0.02% | -11.58% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.56% | +0.07% | +0.91% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.52% | — | +0.82% | |
| 29 | AAPL | Apple INC | 股票-科技 | 0.52% | +0.27% | +1.87% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.50% | +0.04% | +0.25% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.50% | +0.01% | +0.32% | |
| 32 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.50% | +0.01% | +1.00% | |
| 33 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.44% | — | -4.03% | |
| 34 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.43% | +0.03% | — | |
| 35 | RSPG | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.41% | — | — | |
| 36 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.41% | — | +1.16% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.41% | — | +44.73% | |
| 38 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資等級公司債 | 0.41% | — | +0.46% | |
| 39 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.36% | — | -9.85% | |
| 40 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.36% | +0.02% | -2.16% | |
| 41 | VOYA | Voya Financial, Inc. | 股票-金融 | 0.36% | — | -6.27% | |
| 42 | IGE | Ishares North American Natur | ETF-其他 | 0.34% | — | +50.02% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.31% | — | -4.36% | |
| 44 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.28% | +0.02% | +0.64% | |
| 45 | PWV | Invesco Large Cap Value ETF | ETF-大型股與成長 | 0.27% | +0.01% | +0.16% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.27% | — | -10.62% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.26% | -0.10% | — | |
| 48 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.26% | +0.02% | -7.19% | |
| 49 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.26% | +0.02% | +0.67% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.25% | +0.03% | +0.59% |