CIK: 0001689829
申報總市值
US$23.9億
僅顯示前 200 大持股（共 321 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 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 12.79% | -0.92% | +2.67% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 6.22% | +1.15% | +4.62% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.88% | +0.66% | +0.66% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.61% | -1.20% | +3.84% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.19% | -0.20% | +11.87% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 4.99% | — | -0.21% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.09% | -0.03% | +8.63% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.75% | -0.36% | +7.63% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.15% | -0.09% | +1.96% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 2.13% | -0.31% | +3.25% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 2.03% | -0.38% | -1.16% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.02% | -0.11% | -0.64% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.93% | -0.12% | -3.76% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.67% | +3.77% | +25.07% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.51% | -0.12% | -1.02% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.42% | -0.10% | +62.37% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.22% | -0.14% | +10.35% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.17% | -0.16% | -2.25% | |
| 19 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.16% | -0.23% | -6.84% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.15% | — | +7.33% | |
| 21 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 1.08% | -0.14% | -0.38% | |
| 22 | RTX | Rtx CORP | 股票-工業 | 1.07% | — | -0.17% | |
| 23 | DTD | Wisdomtree US Total Dividend | ETF-其他 | 1.05% | — | -1.44% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 1.03% | -0.29% | +29.64% | |
| 25 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.87% | — | +11.24% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.76% | — | -1.72% | |
| 27 | HEZU | Ishares Currency Hedged Msci | ETF-其他 | 0.73% | — | +109.87% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.69% | — | -10.25% | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.61% | -0.06% | -0.05% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.55% | — | +0.34% | |
| 31 | OTIS | Otis Worldwide CORP | 股票-工業 | 0.55% | -0.07% | +0.03% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.53% | -0.08% | -2.04% | |
| 33 | BND | Vanguard Total Bond Market | ETF-其他 | 0.52% | — | +8.02% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.52% | -0.07% | +5.12% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.50% | — | +208.09% | |
| 36 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.49% | — | -1.20% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.47% | — | +10.10% | |
| 38 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 0.46% | — | -0.97% | |
| 39 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.44% | — | — | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.44% | — | +5.26% | |
| 41 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.44% | — | — | |
| 42 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.40% | — | -2.17% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.40% | — | -1.88% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.38% | -0.14% | +1.37% | |
| 45 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.37% | — | +22.20% | |
| 46 | CARR | Carrier Global CORP | 股票-工業 | 0.36% | — | +0.47% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | — | +64.69% | |
| 48 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.33% | — | +129.02% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.33% | — | +1.43% | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.33% | — | +0.00% |