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 | 13.59% | +0.19% | +0.65% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 10.40% | -0.39% | -4.53% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 7.73% | +0.12% | -6.36% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 7.69% | -0.49% | -1.50% | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 7.63% | +0.10% | +0.99% | |
| 6 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 6.42% | +0.29% | -5.61% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 4.72% | +0.02% | +0.66% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.13% | +0.02% | +1.32% | |
| 9 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 3.89% | +0.11% | -3.78% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.37% | +0.07% | -1.43% | |
| 11 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 2.50% | +0.12% | -4.72% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.37% | -0.15% | +280.78% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.20% | -0.08% | +189.51% | |
| 14 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 2.00% | +0.05% | -1.99% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.92% | -0.04% | -0.68% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.89% | +0.04% | -0.24% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.76% | +0.04% | +197.79% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.75% | +0.06% | -1.29% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.59% | — | +16.00% | |
| 20 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.48% | +0.06% | -0.27% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.29% | -0.11% | -1.45% | |
| 22 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.01% | +0.05% | -21.71% | |
| 23 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.98% | +0.09% | -2.63% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.80% | +0.04% | -31.92% | |
| 25 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-其他 | 0.80% | -0.02% | -5.38% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.69% | -0.01% | +1.48% | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.65% | +0.01% | +0.11% | |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.61% | -0.05% | +2.28% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.60% | -0.05% | +0.32% | |
| 30 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.49% | +0.01% | -5.72% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.44% | +0.02% | -1.11% | |
| 32 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.43% | — | -42.00% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.41% | — | +104.42% | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.35% | +0.01% | -3.22% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.30% | +0.01% | -1.29% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.25% | -0.01% | +201.03% | |
| 37 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 0.19% | -0.17% | EXIT | |
| 38 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.19% | — | — | |
| 39 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.17% | -0.01% | -0.93% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.16% | -0.01% | -18.30% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.14% | — | +97.85% |