CIK: 0001694287
申報總市值
US$2.2億
僅顯示前 200 大持股（共 275 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 | 16.52% | -0.37% | +1.37% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 9.39% | -0.18% | +5.96% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 8.80% | +0.20% | +0.80% | |
| 4 | MRK | Merck & Co. INC. | 股票-醫療保健 | 5.82% | — | -0.68% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 4.15% | +0.07% | -1.38% | |
| 6 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 4.14% | -0.25% | +12.83% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.05% | +0.06% | +1.32% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 3.95% | +0.15% | +5.74% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 3.27% | +0.02% | +0.04% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.44% | — | +2.60% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.34% | -0.09% | +1.31% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.31% | — | -0.18% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.71% | +0.02% | +64.69% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.62% | +0.03% | +3.33% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.39% | +0.08% | +5.43% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.25% | +0.07% | +0.97% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.04% | +0.02% | -0.06% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.04% | -0.12% | -1.56% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.02% | -0.08% | +1.81% | |
| 20 | IFLN | Invesco Bloomberg Enhanced F | ETF-其他 | 1.02% | -0.15% | -8.18% | |
| 21 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.99% | -0.13% | +0.58% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.98% | -0.04% | +5.17% | |
| 23 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.91% | +0.03% | -7.48% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.90% | -0.01% | +2.20% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.87% | -0.07% | -3.62% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.87% | -0.15% | -2.19% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.87% | — | +0.07% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.65% | +0.02% | -7.17% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.64% | — | — | |
| 30 | AAPL | Apple INC | 股票-科技 | 0.57% | +0.27% | +1.84% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.53% | +0.07% | +0.20% | |
| 32 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.49% | — | — | |
| 33 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.49% | +0.01% | — | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.46% | +0.01% | +0.24% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.46% | +0.04% | -8.22% | |
| 36 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.44% | +0.03% | -6.50% | |
| 37 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.41% | — | +1.32% | |
| 38 | RSPG | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.39% | — | +1.51% | |
| 39 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.39% | — | +1.92% | |
| 40 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資等級公司債 | 0.38% | — | +1.24% | |
| 41 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.36% | +0.02% | — | |
| 42 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.36% | — | +0.61% | |
| 43 | VOYA | Voya Financial, Inc. | 股票-金融 | 0.35% | — | +7.21% | |
| 44 | IGE | Ishares North American Natur | ETF-其他 | 0.33% | — | -1.50% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.31% | — | +3.46% | |
| 46 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.29% | -0.08% | +295.06% | |
| 47 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.27% | +0.02% | — | |
| 48 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.26% | +0.02% | +0.48% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.26% | +0.03% | +0.58% | |
| 50 | PWV | Invesco Large Cap Value ETF | ETF-大型股與成長 | 0.26% | +0.01% | +0.17% |