CIK: 0001633901
申報總市值
US$527.9億
僅顯示前 200 大持股（共 313 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 | 20.17% | -1.18% | -0.40% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 15.14% | +0.25% | +1.63% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 9.56% | — | +4.05% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.47% | -0.03% | +3.32% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 5.47% | — | -0.08% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.52% | -0.02% | +1.28% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 4.18% | -0.02% | +0.95% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.99% | -0.17% | -0.93% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.05% | +0.06% | -4.85% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.75% | -0.50% | +4.19% | |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.64% | -0.13% | +0.71% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.44% | -0.05% | -2.00% | |
| 13 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 1.59% | +0.04% | +4.15% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.51% | — | -3.18% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.45% | — | -0.32% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.04% | -0.06% | -3.23% | |
| 17 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.98% | -0.14% | +6.79% | |
| 18 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.98% | -0.06% | +40.10% | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.91% | +0.03% | +20.28% | |
| 20 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.83% | — | +3.15% | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.77% | -0.03% | -0.45% | |
| 22 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.72% | -0.01% | -9.64% | |
| 23 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.69% | — | -4.54% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.65% | — | -12.07% | |
| 25 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-其他 | 0.59% | -0.02% | +0.02% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.52% | +0.04% | -2.88% | |
| 27 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 0.49% | +0.02% | +6.32% | |
| 28 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.45% | -0.01% | +18.30% | |
| 29 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.44% | — | -7.55% | |
| 30 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.41% | +0.11% | +3.75% | |
| 31 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.37% | — | -1.89% | |
| 32 | BND | Vanguard Total Bond Market | ETF-其他 | 0.31% | -0.02% | -1.34% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.28% | +0.06% | -6.16% | |
| 34 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.25% | — | +3.09% | |
| 35 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股與成長 | 0.23% | — | -0.37% | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.23% | — | -2.74% | |
| 37 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-其他 | 0.17% | — | -4.52% | |
| 38 | VUG | Vanguard Growth ETF | ETF-其他 | 0.17% | -0.02% | +0.36% | |
| 39 | VOTE | Tcw Transform 500 ETF | ETF-其他 | 0.15% | — | -0.10% | |
| 40 | BGRN | Ishares Usd Green Bond ETF | ETF-其他 | 0.14% | — | +2.03% | |
| 41 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.13% | -0.01% | -3.55% | |
| 42 | EFAX | State Street Spdr Msci Eafe | ETF-其他 | 0.13% | — | +0.97% | |
| 43 | GSSC | Goldman Sachs Activebeta US | ETF-避險與商品 | 0.12% | — | +6.51% | |
| 44 | GEM | Goldman Sachs Activebeta Em | ETF-避險與商品 | 0.12% | — | +2.67% | |
| 45 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.12% | — | +25.99% | |
| 46 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.12% | — | +17.17% | |
| 47 | GCOR | Goldman Sachs Access US Agg | ETF-避險與商品 | 0.10% | — | +7.32% | |
| 48 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.09% | — | -1.82% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.08% | — | +1.42% | |
| 50 | EEMX | State Street Spdr Msci Emerg | ETF-其他 | 0.08% | — | +3.44% |