CIK: 0001633901
申報總市值
US$527.9億
僅顯示前 200 大持股（共 522 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 | 16.72% | -1.18% | -1.98% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 16.28% | +0.25% | +2.51% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 12.16% | +0.51% | +6.27% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 5.62% | — | -0.18% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.87% | -0.50% | +6.51% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.65% | +0.06% | -6.68% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.15% | -0.17% | -2.98% | |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 2.27% | -0.06% | +5.07% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 1.87% | — | -2.24% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.79% | -0.03% | +4.78% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.70% | -0.05% | -2.58% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.66% | +0.07% | +2.99% | |
| 13 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 1.51% | -0.14% | +4.43% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.39% | -0.02% | -2.74% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.28% | -0.02% | -3.14% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.26% | -0.13% | -14.83% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.22% | +0.04% | +7.86% | |
| 18 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 1.14% | -0.06% | -3.91% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.12% | -0.03% | +1.29% | |
| 20 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 1.12% | +0.04% | -1.05% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.03% | — | -2.48% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.94% | +0.46% | -3.54% | |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.85% | +0.03% | +3.35% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.84% | -0.06% | -1.92% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.79% | — | -4.42% | |
| 26 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.71% | — | +0.84% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.65% | +0.01% | +1261.39% | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.63% | +0.08% | -2.96% | |
| 29 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-其他 | 0.58% | -0.02% | +0.51% | |
| 30 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.44% | — | -2.74% | |
| 31 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.44% | +0.11% | +125.60% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.37% | +0.06% | -0.11% | |
| 33 | VUG | Vanguard Growth ETF | ETF-其他 | 0.29% | -0.02% | +5.43% | |
| 34 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.28% | — | -2.06% | |
| 35 | BND | Vanguard Total Bond Market | ETF-其他 | 0.27% | -0.02% | -0.97% | |
| 36 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 0.26% | +0.02% | +1.94% | |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.26% | -0.01% | -3.99% | |
| 38 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.25% | — | -4.00% | |
| 39 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.24% | — | -2.54% | |
| 40 | VOTE | Tcw Transform 500 ETF | ETF-其他 | 0.24% | — | +2.33% | |
| 41 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.24% | — | +6.92% | |
| 42 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股與成長 | 0.21% | — | +0.00% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.19% | — | -3.23% | |
| 44 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-其他 | 0.19% | — | -0.75% | |
| 45 | GEM | Goldman Sachs Activebeta Em | ETF-避險與商品 | 0.18% | — | +3.61% | |
| 46 | GSEU | Goldman Activebta Eur Eq ETF | ETF-避險與商品 | 0.17% | -0.01% | +2.42% | |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.17% | -0.01% | -9.65% | |
| 48 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.16% | — | -5.44% | |
| 49 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.16% | +0.03% | -3.49% | |
| 50 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.16% | — | +1.92% |