CIK: 0001596957
申報總市值
US$15.5億
僅顯示前 200 大持股（共 323 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 | SCHV | Schwab US Large-cap Value | ETF-其他 | 6.62% | — | +1.82% | |
| 2 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 6.61% | — | -3.06% | |
| 3 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 6.47% | -0.07% | +3.16% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.06% | — | -4.64% | |
| 5 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 5.39% | -0.30% | -1.18% | |
| 6 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 3.90% | -0.06% | -1.80% | |
| 7 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 3.76% | -0.05% | -0.56% | |
| 8 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 3.55% | — | -0.89% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 2.22% | — | -5.92% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.15% | -0.01% | +5.41% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.96% | +0.07% | +290.18% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.56% | — | +8.15% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.52% | — | +47.80% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.39% | — | -7.40% | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.39% | — | +7.77% | |
| 16 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.33% | +0.01% | +0.53% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.24% | — | +12.16% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.16% | — | -16.33% | |
| 19 | FTSD | Franklin Short Duration U.s. | ETF-其他 | 0.97% | — | — | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.94% | +0.03% | +11.36% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.90% | — | +7.10% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.84% | — | -1.11% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.84% | — | +17.46% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.78% | — | -3.35% | |
| 25 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.76% | +0.08% | -6.42% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.72% | — | +9.11% | |
| 27 | IDV | Ishares International Select | ETF-其他 | 0.71% | +0.04% | +3.31% | |
| 28 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.69% | — | -6.02% | |
| 29 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.63% | — | -12.93% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.63% | — | +37.02% | |
| 31 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.60% | — | -7.50% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.58% | — | -7.60% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.58% | — | -0.77% | |
| 34 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 0.56% | — | -3.68% | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.56% | — | -15.28% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.54% | — | -1.82% | |
| 37 | CORT | Corcept Therapeutics INC | 股票-醫療保健 | 0.51% | -1.04% | +9.38% | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.51% | — | +15.47% | |
| 39 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.51% | — | -3.30% | |
| 40 | MDT | Medtronic plc | 股票-醫療保健 | 0.50% | -0.06% | — | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.50% | — | -11.91% | |
| 42 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.45% | — | -11.66% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.45% | -0.12% | -1.14% | |
| 44 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.44% | — | -0.32% | |
| 45 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.44% | — | +20.71% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.44% | — | +2.38% | |
| 47 | CERNCHF | Cerner CORP | 股票-其他 | 0.42% | — | -2.28% | |
| 48 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.41% | — | +1.10% | |
| 49 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.38% | — | +1.75% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.38% | +0.24% | +0.27% |