CIK: 0001633901
申報總市值
US$527.9億
僅顯示前 200 大持股（共 392 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 | 19.61% | -1.18% | -2.07% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 15.95% | +0.25% | +4.54% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 7.08% | +0.51% | +27.03% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 6.65% | — | -8.16% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.65% | -0.50% | +4.88% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.35% | +0.06% | +17.49% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.81% | -0.17% | -2.37% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.59% | -0.03% | -11.68% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 2.48% | — | -8.13% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.20% | -0.05% | +0.25% | |
| 11 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 2.16% | -0.06% | +11.95% | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.96% | -0.13% | -2.04% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.89% | -0.02% | -10.57% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.81% | -0.02% | -10.04% | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.58% | +0.07% | +11.30% | |
| 16 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 1.41% | -0.14% | +30.45% | |
| 17 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 1.35% | +0.04% | -2.34% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.27% | — | -3.15% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.26% | — | -4.04% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.01% | -0.06% | -2.30% | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.00% | -0.03% | +25.99% | |
| 22 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.87% | +0.03% | +8.35% | |
| 23 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.82% | -0.06% | -1.87% | |
| 24 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.69% | — | -16.37% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.68% | +0.04% | +10.52% | |
| 26 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-其他 | 0.60% | -0.02% | +0.43% | |
| 27 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.60% | — | -3.41% | |
| 28 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 0.59% | +0.02% | +18.29% | |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.46% | -0.01% | -9.27% | |
| 30 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.38% | -0.01% | -4.30% | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.38% | — | -10.00% | |
| 32 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.35% | — | -4.23% | |
| 33 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.32% | +0.11% | -5.87% | |
| 34 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.32% | — | -3.02% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.29% | +0.06% | +0.41% | |
| 36 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.27% | — | +5.36% | |
| 37 | BND | Vanguard Total Bond Market | ETF-其他 | 0.25% | -0.02% | -3.24% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.24% | — | +254.92% | |
| 39 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股與成長 | 0.23% | — | -7.36% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.21% | — | -2.39% | |
| 41 | VOTE | Tcw Transform 500 ETF | ETF-其他 | 0.20% | — | +21.70% | |
| 42 | VUG | Vanguard Growth ETF | ETF-其他 | 0.20% | -0.02% | -0.17% | |
| 43 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-其他 | 0.19% | — | +8.85% | |
| 44 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.18% | +0.04% | +15.46% | |
| 45 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.18% | — | +14.47% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.17% | +0.46% | +318.93% | |
| 47 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.17% | — | — | |
| 48 | BGRN | Ishares Usd Green Bond ETF | ETF-其他 | 0.14% | — | +12.07% | |
| 49 | GSSC | Goldman Sachs Activebeta US | ETF-避險與商品 | 0.14% | — | +17.62% | |
| 50 | EFAX | State Street Spdr Msci Eafe | ETF-其他 | 0.14% | — | +4.98% |