CIK: 0001602603
申報總市值
US$4.1億
僅顯示前 200 大持股（共 892 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 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 14.12% | — | +313.65% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.16% | — | +21.71% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 4.94% | — | +110.34% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 3.17% | — | +1.52% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.08% | — | +626.70% | |
| 6 | IGE | Ishares North American Natur | ETF-其他 | 2.81% | — | +79.56% | |
| 7 | VTHR | Vanguard Russell 3000 | ETF-其他 | 2.11% | — | +0.43% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-其他 | 2.08% | — | +96.89% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.82% | — | +244.57% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.75% | — | +0.47% | |
| 11 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 1.66% | — | +126.12% | |
| 12 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.62% | — | +140.67% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.47% | — | +900.58% | |
| 14 | IGOV | Ishares International Treasu | ETF-其他 | 1.37% | — | +0.14% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.21% | — | +3.02% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.18% | — | +154.79% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.17% | — | +368.22% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.09% | — | -0.76% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.06% | — | +0.07% | |
| 20 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.06% | — | +50.54% | |
| 21 | WIP | State Street Spdr Ftse Inter | ETF-其他 | 1.05% | — | +179.12% | |
| 22 | IXC | Ishares Global Energy ETF | ETF-其他 | 1.05% | — | +1.49% | |
| 23 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 1.01% | — | -0.69% | |
| 24 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.99% | — | +7.88% | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.97% | — | +81.64% | |
| 26 | VDE | Vanguard Energy ETF | ETF-其他 | 0.77% | — | -0.56% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.75% | — | +0.23% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.74% | — | +0.36% | |
| 29 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.73% | — | +4.91% | |
| 30 | IEV | Ishares Europe ETF | ETF-其他 | 0.69% | — | +2.22% | |
| 31 | EHC | Encompass Health CORP | 股票-醫療保健 | 0.62% | — | +23.64% | |
| 32 | AFL | Aflac INC | 股票-金融 | 0.60% | — | +0.01% | |
| 33 | EMF | Templeton Emerging Markets | 股票-其他 | 0.59% | — | +23.57% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.58% | — | +0.09% | |
| 35 | BHK | Blackrock Core Bond Trust | 股票-其他 | 0.54% | — | +0.59% | |
| 36 | RMT | Royce Micro-cap Trust INC | 股票-其他 | 0.54% | — | +4.14% | |
| 37 | IYG | Ishares U.s. Financial Servi | ETF-其他 | 0.53% | — | -4.03% | |
| 38 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.52% | — | +1.21% | |
| 39 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.50% | — | +0.17% | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.48% | — | +2.36% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.47% | — | -12.86% | |
| 42 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.47% | — | +4.89% | |
| 43 | IFGL | Ishares International Develo | ETF-其他 | 0.46% | — | +54.20% | |
| 44 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.46% | — | +299.33% | |
| 45 | IDU | Ishares US Utilities ETF | ETF-其他 | 0.45% | — | -3.28% | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.45% | — | +253.21% | |
| 47 | SGOL | abrdn Physical Gold Shares ETF | ETF-避險與商品 | 0.44% | — | +2.91% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.42% | — | +0.47% | |
| 49 | XFFCX | Flaherty & Crumrine Pref INC | 股票-其他 | 0.42% | — | -1.26% | |
| 50 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.38% | — | -7.47% |