CIK: 0001596957
申報總市值
US$15.5億
僅顯示前 200 大持股（共 312 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 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 7.01% | — | +0.04% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-其他 | 6.73% | — | +12.84% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.30% | — | -27.21% | |
| 4 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 6.25% | -0.07% | +18.75% | |
| 5 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 5.16% | -0.30% | +1.29% | |
| 6 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 4.01% | -0.06% | -0.49% | |
| 7 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 4.01% | -0.05% | +5.38% | |
| 8 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 3.71% | — | +0.33% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 2.29% | — | +0.07% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.18% | -0.01% | +21.17% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.71% | +0.07% | -5.06% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.43% | — | +1.05% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.42% | — | -4.50% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.42% | — | +77.81% | |
| 15 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.40% | +0.01% | +10.58% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.26% | — | +8.34% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.19% | — | +4.81% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.11% | — | — | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.87% | +0.03% | +43.23% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.84% | — | +43.28% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.83% | — | +7.68% | |
| 22 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.79% | — | -26.59% | |
| 23 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.79% | — | -6.00% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.78% | — | +14.60% | |
| 25 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.77% | +0.08% | +1.67% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.75% | — | +81.20% | |
| 27 | IDV | Ishares International Select | ETF-其他 | 0.74% | +0.04% | +294.17% | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.70% | — | -22.81% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.67% | — | +0.82% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.66% | — | -2.24% | |
| 31 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.65% | — | +18.06% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.61% | — | -8.30% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.61% | — | +6.18% | |
| 34 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 0.58% | — | -2.58% | |
| 35 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.56% | — | +8.27% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.54% | — | +65.83% | |
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.54% | — | -0.08% | |
| 38 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.53% | — | -24.16% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.50% | — | +15284.85% | |
| 40 | CORT | Corcept Therapeutics INC | 股票-醫療保健 | 0.49% | -1.04% | -2.65% | |
| 41 | MDT | Medtronic plc | 股票-醫療保健 | 0.48% | -0.06% | — | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.48% | — | +22.24% | |
| 43 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.44% | — | -3.75% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.44% | — | -24.39% | |
| 45 | CERNCHF | Cerner CORP | 股票-其他 | 0.44% | — | +3.71% | |
| 46 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.44% | — | +262.43% | |
| 47 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.44% | — | -3.65% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.42% | -0.12% | -2.57% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.41% | — | +0.95% | |
| 50 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.40% | — | -3.11% |