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 | 15.84% | +0.19% | -1.59% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 11.38% | -0.39% | -2.72% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 8.37% | +0.12% | -2.29% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 7.32% | +0.02% | -0.48% | |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 7.25% | +0.29% | -1.29% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 6.86% | -0.49% | -3.48% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.83% | +0.02% | +0.39% | |
| 8 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 4.27% | +0.11% | -0.61% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.56% | +0.07% | -1.28% | |
| 10 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 2.93% | +0.12% | -1.76% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.67% | +0.04% | -2.35% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.66% | -0.15% | -2.81% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.42% | -0.08% | -1.14% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.06% | +0.06% | -1.38% | |
| 15 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 2.01% | +0.05% | -0.65% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.90% | +0.04% | +0.44% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.50% | -0.04% | -0.83% | |
| 18 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.34% | +0.06% | -4.61% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.29% | -0.11% | -0.29% | |
| 20 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.10% | +0.05% | -0.70% | |
| 21 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.09% | +0.09% | -0.47% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.87% | +0.04% | -0.08% | |
| 23 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.75% | +0.01% | -0.57% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.72% | -0.01% | — | |
| 25 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.68% | — | — | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.61% | -0.05% | +0.36% | |
| 27 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.57% | +0.01% | +0.45% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.49% | +0.02% | +0.35% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.47% | — | — | |
| 30 | FMAT | Fidelity Msci Materials Indx | ETF-其他 | 0.40% | — | -0.86% | |
| 31 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.39% | +0.01% | -1.04% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.34% | +0.01% | -0.94% | |
| 33 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.32% | — | +0.53% | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.31% | -0.05% | — | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.23% | -0.01% | +0.38% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.20% | -0.01% | +0.16% |