CIK: 0001599084
申報總市值
US$4.9億
僅顯示前 200 大持股（共 287 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 | 9.42% | -0.21% | -4.67% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-其他 | 8.99% | +0.29% | +6.98% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 8.03% | +0.16% | +1.27% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 7.29% | -0.19% | +3.20% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 6.21% | +0.14% | -2.36% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.84% | — | -0.11% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.80% | +0.20% | -1.92% | |
| 8 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 2.50% | -0.27% | +3.85% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 2.40% | -0.22% | -4.70% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.34% | — | +1.78% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 2.31% | +0.14% | -1.28% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 2.29% | -0.05% | -1.40% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.23% | -0.10% | -8.74% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 2.00% | — | +6.74% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.75% | +0.09% | -1.05% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.61% | — | -1.90% | |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.60% | -0.06% | +1.77% | |
| 18 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.52% | +0.01% | -1.23% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.48% | -0.15% | +5.81% | |
| 20 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.34% | +0.03% | -0.61% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.33% | -0.09% | -2.41% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.31% | — | +1.47% | |
| 23 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.23% | -0.10% | +8.12% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.11% | — | -2.51% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.11% | — | +5.24% | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.04% | — | -5.64% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.03% | -0.01% | -6.96% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.97% | — | +0.37% | |
| 29 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.93% | -0.02% | -2.33% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.89% | — | -0.54% | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.82% | +0.10% | +7.24% | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.79% | +0.04% | -0.51% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.79% | — | +8.34% | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.78% | -0.01% | +0.07% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.75% | -0.01% | -12.06% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.73% | -0.08% | -4.92% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.73% | — | +1.32% | |
| 38 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 0.70% | — | -3.21% | |
| 39 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.66% | — | +0.55% | |
| 40 | AAPL | Apple INC | 股票-科技 | 0.58% | -0.08% | -0.64% | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.44% | -0.17% | +0.02% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.43% | -0.01% | — | |
| 43 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.41% | — | — | |
| 44 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.39% | — | — | |
| 45 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.37% | — | -14.53% | |
| 46 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.37% | — | +12.06% | |
| 47 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.31% | -0.04% | +352.11% | |
| 48 | EAGG | Ishares Esg Aware US Aggrega | ETF-其他 | 0.31% | +0.05% | +6.46% | |
| 49 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.30% | — | -0.19% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.27% | — | — |