CIK: 0001599084
申報總市值
US$4.9億
僅顯示前 200 大持股（共 376 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 | BIV | Vanguard Intermediate-term B | ETF-其他 | 10.83% | +0.29% | +6.33% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 10.57% | -0.21% | -0.74% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 7.39% | +0.16% | +0.58% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 6.10% | +0.14% | -1.31% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 4.95% | -0.19% | -1.18% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.68% | — | -2.31% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.57% | +0.20% | -1.12% | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 2.55% | -0.22% | -0.84% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.37% | -0.10% | +0.77% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 2.18% | +0.14% | -0.66% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.04% | — | -3.09% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 2.00% | -0.05% | -3.09% | |
| 13 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 1.92% | -0.27% | -2.71% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.62% | +0.09% | -1.69% | |
| 15 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.55% | +0.01% | -3.44% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.51% | — | -4.50% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.48% | -0.08% | +27.90% | |
| 18 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.47% | -0.06% | -0.79% | |
| 19 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.47% | +0.03% | -1.03% | |
| 20 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.45% | -0.10% | -1.03% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.37% | -0.09% | -0.59% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.33% | -0.15% | -8.27% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.26% | — | -4.43% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.24% | — | -2.77% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.12% | — | +0.73% | |
| 26 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.93% | -0.02% | -0.57% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.91% | -0.01% | -1.13% | |
| 28 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.90% | — | -1.35% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.89% | — | -3.27% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.85% | +0.04% | -3.28% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.84% | — | +11.68% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.83% | — | -2.05% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.80% | — | -4.74% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.72% | -0.01% | -0.19% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.71% | -0.17% | +2.06% | |
| 36 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.69% | -0.01% | +0.06% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.60% | -0.08% | -4.23% | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.60% | -0.01% | +58.52% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | -0.04% | +26.74% | |
| 40 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.54% | +0.10% | +2.43% | |
| 41 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.50% | — | -4.36% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.47% | — | -3.38% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.41% | -0.01% | +0.88% | |
| 44 | SYK | Stryker CORP | 股票-醫療保健 | 0.40% | -0.02% | +40.98% | |
| 45 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.39% | — | -2.22% | |
| 46 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.35% | — | -1.62% | |
| 47 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.35% | — | -3.38% | |
| 48 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.34% | -0.06% | +231.31% | |
| 49 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.28% | — | -2.86% | |
| 50 | EAGG | Ishares Esg Aware US Aggrega | ETF-其他 | 0.28% | +0.05% | +4.64% |