CIK: 0001697024
申報總市值
US$1.5億
| # | 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 15.91% | +0.19% | -0.29% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 10.04% | -0.39% | -3.77% | |
| 3 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 6.97% | +0.29% | +265.95% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 6.56% | +0.12% | +2.19% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 6.39% | +0.02% | -1.35% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 5.76% | -0.49% | +291.38% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.25% | +0.02% | -0.31% | |
| 8 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 3.69% | +0.11% | +82.87% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 3.24% | +0.12% | +79.01% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.89% | +0.07% | +0.06% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.83% | +0.04% | +4.16% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.57% | — | -46.66% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.22% | -0.15% | -4.19% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.16% | -0.08% | -4.06% | |
| 15 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 2.11% | +0.05% | +76.34% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.87% | +0.04% | -2.55% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.86% | +0.06% | -4.22% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.22% | -0.04% | -2.79% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.15% | -0.11% | +1.21% | |
| 20 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.12% | +0.06% | -0.78% | |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.11% | — | +239.74% | |
| 22 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.09% | +0.09% | -8.42% | |
| 23 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.08% | +0.01% | -0.40% | |
| 24 | FMAT | Fidelity Msci Materials Indx | ETF-其他 | 1.00% | — | -37.39% | |
| 25 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.97% | — | +2.73% | |
| 26 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.94% | +0.05% | +0.86% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.91% | -0.01% | -4.31% | |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.90% | — | -14.54% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.80% | — | -6.89% | |
| 30 | IGOV | Ishares International Treasu | ETF-其他 | 0.79% | — | +6.84% | |
| 31 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.79% | — | -0.92% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.71% | +0.04% | -9.60% | |
| 33 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.51% | +0.01% | -8.26% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.45% | +0.02% | -7.72% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.45% | +0.01% | +0.05% | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.41% | -0.05% | -3.15% | |
| 37 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.37% | +0.01% | -0.05% | |
| 38 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.35% | — | +0.47% | |
| 39 | XCXHX | Mfs Investment Grade Muni | 股票-其他 | 0.24% | — | +1.21% | |
| 40 | SUB | Ishares Short-term National | ETF-其他 | 0.20% | — | +1.28% | |
| 41 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.20% | — | -21.01% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.20% | -0.01% | +0.37% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.19% | — | -23.84% | |
| 44 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.19% | — | +8.96% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.17% | -0.01% | — | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.16% | -0.01% | — |