CIK: 0001694287
申報總市值
US$2.2億
| # | 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 | 17.49% | -0.37% | +10.47% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 11.96% | -0.18% | +2.00% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 9.01% | +0.20% | +10.00% | |
| 4 | MRK | Merck & Co. INC. | 股票-醫療保健 | 5.55% | — | +2.46% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 5.25% | +0.15% | -5.78% | |
| 6 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 5.01% | -0.25% | +0.52% | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 4.29% | +0.07% | -0.47% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.71% | +0.06% | +2.49% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 2.80% | +0.02% | -3.88% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.63% | — | +5.55% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.24% | -0.09% | +6.34% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.01% | — | +5.34% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.93% | +0.02% | +0.07% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.37% | +0.03% | +0.36% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.23% | +0.08% | +4.42% | |
| 16 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.16% | -0.04% | +19.29% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.15% | +0.07% | +1.49% | |
| 18 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.01% | — | +99.84% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.96% | -0.08% | -1.18% | |
| 20 | IFLN | Invesco Bloomberg Enhanced F | ETF-其他 | 0.94% | -0.15% | -3.19% | |
| 21 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.89% | -0.08% | +0.14% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.84% | +0.02% | +0.52% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.82% | -0.12% | -1.37% | |
| 24 | AAPL | Apple INC | 股票-科技 | 0.82% | +0.27% | +2.06% | |
| 25 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.79% | +0.03% | +0.81% | |
| 26 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.79% | -0.13% | -0.88% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.72% | +0.02% | +20.37% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.70% | -0.07% | +2.30% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.69% | -0.01% | +9.69% | |
| 30 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.68% | — | +61.22% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.63% | — | +0.97% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.63% | -0.15% | -9.73% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.51% | — | -30.72% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.45% | +0.04% | -1.53% | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.38% | — | -5.50% | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.38% | +0.01% | +0.29% | |
| 37 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.35% | +0.01% | — | |
| 38 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.35% | +0.02% | +0.50% | |
| 39 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資等級公司債 | 0.35% | — | +0.38% | |
| 40 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.35% | — | — | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.34% | +0.07% | -27.86% | |
| 42 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.28% | — | — | |
| 43 | VOYA | Voya Financial, Inc. | 股票-金融 | 0.27% | — | -0.27% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.26% | +0.03% | +0.53% | |
| 45 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.25% | +0.03% | — | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.24% | — | -16.09% | |
| 47 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.23% | +0.02% | -11.23% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.23% | -0.10% | — | |
| 49 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.22% | +0.02% | +0.82% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.22% | +0.02% | +0.13% |