CIK: 0001633901
申報總市值
US$527.9億
僅顯示前 200 大持股（共 223 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 19.15% | -1.18% | +2.78% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 14.93% | +0.25% | +5.88% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 9.85% | — | +4.32% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.96% | -0.03% | -0.04% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 5.70% | — | -4.07% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.57% | -0.02% | -2.13% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.90% | -0.02% | -0.78% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.66% | -0.17% | +3.55% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.73% | -0.50% | +0.58% | |
| 10 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.67% | -0.13% | +5.35% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.67% | +0.06% | -8.32% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.94% | -0.05% | -5.98% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.93% | — | -1.34% | |
| 14 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 1.79% | -0.06% | +9.17% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.78% | — | -2.59% | |
| 16 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 1.54% | +0.04% | +12.92% | |
| 17 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.53% | -0.01% | -11.63% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.52% | — | -14.34% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.17% | -0.06% | -0.42% | |
| 20 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.80% | — | +11.21% | |
| 21 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.76% | -0.14% | +5.25% | |
| 22 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.76% | — | +7.08% | |
| 23 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.73% | -0.03% | +1.40% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.67% | +0.04% | +1.03% | |
| 25 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.61% | — | +8.71% | |
| 26 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-其他 | 0.55% | -0.02% | +5.02% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.48% | — | -2.28% | |
| 28 | BND | Vanguard Total Bond Market | ETF-其他 | 0.41% | -0.02% | -1.33% | |
| 29 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.40% | +0.11% | -19.64% | |
| 30 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 0.35% | +0.02% | +1.97% | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.28% | -0.01% | +67.80% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.26% | — | -2.64% | |
| 33 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.23% | — | +2.03% | |
| 34 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股與成長 | 0.22% | — | -0.59% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.19% | +0.06% | -1.07% | |
| 36 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.17% | -0.01% | +2.25% | |
| 37 | BGRN | Ishares Usd Green Bond ETF | ETF-其他 | 0.14% | — | +0.64% | |
| 38 | VUG | Vanguard Growth ETF | ETF-其他 | 0.14% | -0.02% | +11.58% | |
| 39 | EFAX | State Street Spdr Msci Eafe | ETF-其他 | 0.13% | — | +10.84% | |
| 40 | VOTE | Tcw Transform 500 ETF | ETF-其他 | 0.13% | — | +18.29% | |
| 41 | GSSC | Goldman Sachs Activebeta US | ETF-避險與商品 | 0.11% | — | +10.40% | |
| 42 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-其他 | 0.11% | — | +30.30% | |
| 43 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.10% | — | +32.82% | |
| 44 | GEM | Goldman Sachs Activebeta Em | ETF-避險與商品 | 0.09% | — | +38.66% | |
| 45 | GIGB | Goldman Sachs Inv Grd CORP | ETF-避險與商品 | 0.08% | — | +8.72% | |
| 46 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.07% | — | +1.45% | |
| 47 | EEMX | State Street Spdr Msci Emerg | ETF-其他 | 0.07% | — | +6.38% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.07% | — | +0.62% | |
| 49 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.07% | +0.03% | -7.42% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.05% | — | -3.18% |