CIK: 0001512581
申報總市值
US$53.7億
僅顯示前 200 大持股（共 785 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 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 7.88% | -0.49% | +0.81% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 7.67% | -0.21% | -0.45% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 7.53% | -0.46% | -1.68% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 6.76% | +1.18% | +3.76% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.89% | — | -4.22% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.70% | -0.16% | +0.14% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.58% | -0.04% | +18.55% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 2.26% | -0.16% | +1.61% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.23% | +0.66% | +115.42% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.98% | -0.13% | +7.30% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.91% | -1.56% | +1.97% | |
| 12 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.64% | +0.33% | +187.99% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.62% | — | -1.80% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.54% | +0.08% | +22.60% | |
| 15 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.49% | — | -3.15% | |
| 16 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.48% | — | -2.34% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.47% | -0.06% | -3.19% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.31% | +0.12% | +8.30% | |
| 19 | MBB | Ishares Mbs ETF | ETF-其他 | 1.30% | — | +25.52% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.88% | +0.16% | +102.03% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.84% | — | -1.12% | |
| 22 | IDV | Ishares International Select | ETF-其他 | 0.83% | — | -2.08% | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.77% | -0.03% | +15.12% | |
| 24 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.75% | +0.02% | +83.47% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.74% | — | +172.41% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.74% | — | -0.34% | |
| 27 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.71% | +0.25% | +9.88% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.70% | — | -2.02% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.62% | — | — | |
| 30 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.57% | — | -4.87% | |
| 31 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.43% | +0.03% | +16.40% | |
| 32 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.42% | — | -1.94% | |
| 33 | SIZE | Ishares Msci USA Size Factor | ETF-其他 | 0.40% | — | — | |
| 34 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.38% | +0.09% | +109.01% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.37% | +0.10% | +23.83% | |
| 36 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.35% | +0.04% | +46.00% | |
| 37 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.31% | — | +0.44% | |
| 38 | AAPL | Apple INC | 股票-科技 | 0.30% | +0.11% | +3.97% | |
| 39 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.29% | — | +2.92% | |
| 40 | T | At&t INC | 股票-通訊服務 | 0.27% | — | +4.47% | |
| 41 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.26% | — | +11.90% | |
| 42 | PFE | Pfizer INC | 股票-醫療保健 | 0.25% | +0.02% | +22.19% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.25% | — | +0.39% | |
| 44 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.24% | — | +4.70% | |
| 45 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.24% | — | +79.12% | |
| 46 | MA | Mastercard INC - A | 股票-金融 | 0.24% | — | -0.41% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.24% | — | +2.78% | |
| 48 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.23% | +0.02% | +16.43% | |
| 49 | RTN1USD | Raytheon Company | 股票-其他 | 0.23% | — | -9.46% | |
| 50 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.22% | -0.05% | -3.28% |