CIK: 0001624758
申報總市值
US$38.1億
僅顯示前 200 大持股（共 559 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 9.88% | +3.19% | NEW | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 7.77% | +3.15% | NEW | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.45% | — | +2.49% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.50% | +1.07% | NEW | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 4.34% | +1.91% | NEW | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.14% | — | +1.99% | |
| 7 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 3.65% | — | +1.50% | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 3.54% | — | — | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-其他 | 2.18% | — | +3.06% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 2.18% | — | +2.85% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.08% | — | +3.19% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.83% | — | +2.36% | |
| 13 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.19% | — | +2.88% | |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.00% | — | +0.77% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.95% | — | +2.18% | |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.93% | — | +6.24% | |
| 17 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.87% | — | +2.60% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.78% | — | +6.50% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.76% | — | +5.78% | |
| 20 | DJP | Ipath Bloomberg Commodity In | ETF-避險與商品 | 0.69% | — | +3.20% | |
| 21 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.60% | — | +5.34% | |
| 22 | ADBE | Adobe INC | 股票-科技 | 0.60% | — | -2.01% | |
| 23 | AMT | American Tower CORP | 股票-房地產 | 0.58% | — | +2.69% | |
| 24 | LGLV | Spdr US Lc Low Vol Idx | ETF-其他 | 0.55% | — | +6.12% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.55% | +1.19% | NEW | |
| 26 | ICE | Intercontinental Exchange In | 股票-金融 | 0.54% | — | +2.22% | |
| 27 | AAPL | Apple INC | 股票-科技 | 0.54% | +1.33% | NEW | |
| 28 | RTN1USD | Raytheon Company | 股票-其他 | 0.54% | — | -1.37% | |
| 29 | SMHC | VanEck China Semiconductor ETF | ETF-新興市場 | 0.54% | — | +6.95% | |
| 30 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.53% | — | +7.61% | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.53% | — | +1.26% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | +0.44% | NEW | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.52% | — | +1.91% | |
| 34 | DHI | Dr Horton INC | 股票-循環性消費 | 0.52% | — | +0.02% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.51% | — | -0.37% | |
| 36 | WM | Waste Management INC | 股票-工業 | 0.51% | — | +1.54% | |
| 37 | ROL | Rollins INC | 股票-循環性消費 | 0.51% | — | +1.41% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.50% | — | -6.86% | |
| 39 | FDX | Fedex CORP | 股票-工業 | 0.50% | — | +2.17% | |
| 40 | MS | Morgan Stanley | 股票-金融 | 0.49% | +0.53% | NEW | |
| 41 | CP | Canadian Pacific Kansa F | 股票-工業 | 0.48% | — | +1.84% | |
| 42 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.48% | — | +0.35% | |
| 43 | STT | State Street CORP | 股票-金融 | 0.48% | — | +2.21% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.47% | +0.88% | NEW | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.47% | — | +7.02% | |
| 46 | DPZ | Domino's Pizza INC | 股票-循環性消費 | 0.46% | — | — | |
| 47 | PRU | Prudential Financial INC | 股票-金融 | 0.45% | — | — | |
| 48 | HON | Honeywell International INC | 股票-工業 | 0.45% | — | -3.26% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | — | +1.31% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.44% | — | +3.17% |