CIK: 0001633901
申報總市值
US$527.9億
僅顯示前 200 大持股（共 265 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 | 19.42% | -1.18% | +1.88% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 15.16% | +0.25% | -0.29% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 9.49% | — | +1.10% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.61% | -0.03% | +2.48% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 5.46% | — | +1.07% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.42% | -0.02% | +1.95% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.06% | -0.17% | +1.67% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.94% | -0.02% | +2.76% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.40% | +0.06% | +0.85% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.69% | -0.05% | +1.01% | |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.68% | -0.13% | +4.11% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.68% | -0.50% | +4.86% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.76% | — | -4.44% | |
| 14 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 1.71% | +0.04% | +5.38% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.63% | — | +6.17% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.12% | — | -12.25% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.10% | -0.06% | -1.75% | |
| 18 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.07% | -0.01% | -10.47% | |
| 19 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.86% | -0.14% | +7.04% | |
| 20 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.83% | -0.06% | +1.73% | |
| 21 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.82% | — | -1.00% | |
| 22 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.76% | — | +6.88% | |
| 23 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.74% | -0.03% | +1.92% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.63% | +0.04% | -1.40% | |
| 25 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-其他 | 0.58% | -0.02% | +0.79% | |
| 26 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.52% | — | +5.23% | |
| 27 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.51% | +0.03% | +61.08% | |
| 28 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.43% | +0.11% | -2.44% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.42% | — | -2.14% | |
| 30 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 0.41% | +0.02% | +2.11% | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.36% | -0.01% | +24.01% | |
| 32 | BND | Vanguard Total Bond Market | ETF-其他 | 0.34% | -0.02% | -1.11% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.27% | +0.06% | +3.90% | |
| 34 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.25% | — | +1.72% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.25% | — | -1.75% | |
| 36 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股與成長 | 0.22% | — | +203.06% | |
| 37 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-其他 | 0.15% | — | +7.88% | |
| 38 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.14% | -0.01% | -4.82% | |
| 39 | VUG | Vanguard Growth ETF | ETF-其他 | 0.14% | -0.02% | +3.57% | |
| 40 | VOTE | Tcw Transform 500 ETF | ETF-其他 | 0.14% | — | +3.17% | |
| 41 | BGRN | Ishares Usd Green Bond ETF | ETF-其他 | 0.14% | — | +2.41% | |
| 42 | EFAX | State Street Spdr Msci Eafe | ETF-其他 | 0.13% | — | +98.31% | |
| 43 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.11% | — | +902.56% | |
| 44 | GSSC | Goldman Sachs Activebeta US | ETF-避險與商品 | 0.10% | — | +7.05% | |
| 45 | GCOR | Goldman Sachs Access US Agg | ETF-避險與商品 | 0.08% | — | +5.37% | |
| 46 | GEM | Goldman Sachs Activebeta Em | ETF-避險與商品 | 0.08% | — | +0.09% | |
| 47 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.08% | +0.03% | -0.33% | |
| 48 | EEMX | State Street Spdr Msci Emerg | ETF-其他 | 0.08% | — | +104.09% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.07% | — | +2.88% | |
| 50 | MBB | Ishares Mbs ETF | ETF-其他 | 0.07% | — | -5.10% |