CIK: 0001512581
申報總市值
US$53.7億
僅顯示前 200 大持股（共 754 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 | 7.34% | -0.49% | +7.54% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 6.96% | -0.21% | +7.52% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 6.93% | +1.18% | -12.03% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.77% | -0.46% | -1.16% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.36% | — | -8.42% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.36% | +0.66% | +65.74% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.70% | -0.04% | +17.06% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.53% | +0.33% | +25.83% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.41% | -0.16% | +4.00% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 2.28% | -0.16% | -6.73% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.95% | -1.56% | -12.16% | |
| 12 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.93% | -0.13% | +1.55% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.77% | +0.08% | +2.47% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.43% | — | +12.73% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.39% | +0.16% | +81.53% | |
| 16 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.35% | — | +8.78% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.33% | +0.12% | +34.28% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.27% | — | +17.96% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.27% | -0.06% | +4.71% | |
| 20 | MBB | Ishares Mbs ETF | ETF-其他 | 1.21% | — | -20.14% | |
| 21 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.09% | +0.02% | +34.46% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.97% | — | +72.17% | |
| 23 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.97% | +0.42% | — | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.91% | — | -5.89% | |
| 25 | IDV | Ishares International Select | ETF-其他 | 0.82% | — | +29.27% | |
| 26 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.79% | +0.25% | +21.71% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.74% | — | +17.06% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.73% | — | -8.58% | |
| 29 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.69% | -0.03% | -9.87% | |
| 30 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.64% | +0.15% | +642.58% | |
| 31 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.62% | — | +113.80% | |
| 32 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.59% | +0.19% | — | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.59% | +0.10% | +70.03% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.53% | — | -18.39% | |
| 35 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.52% | +0.04% | +7.11% | |
| 36 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.51% | +0.03% | +3.78% | |
| 37 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.49% | — | -2.21% | |
| 38 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.46% | +0.09% | +21.25% | |
| 39 | AAPL | Apple INC | 股票-科技 | 0.32% | +0.11% | +9.70% | |
| 40 | SIZE | Ishares Msci USA Size Factor | ETF-其他 | 0.32% | — | -5.70% | |
| 41 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.31% | — | +34.00% | |
| 42 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.30% | — | +3.57% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.29% | — | -53.52% | |
| 44 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.26% | — | -12.57% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.24% | +0.14% | +1.25% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.24% | — | -3.05% | |
| 47 | PFE | Pfizer INC | 股票-醫療保健 | 0.24% | +0.02% | -0.92% | |
| 48 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.23% | — | +3.75% | |
| 49 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.23% | — | +26.92% | |
| 50 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.23% | — | +20.42% |