CIK: 0001596957
申報總市值
US$15.5億
僅顯示前 200 大持股（共 399 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 | 8.08% | — | +1.96% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 6.90% | -0.12% | -11.53% | |
| 3 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 6.07% | -0.07% | +5.86% | |
| 4 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 5.90% | — | -10.04% | |
| 5 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 5.18% | -0.30% | -13.06% | |
| 6 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 4.23% | -0.05% | -6.09% | |
| 7 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 3.77% | — | -8.01% | |
| 8 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 3.75% | -0.06% | -2.56% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.78% | -0.01% | +3.80% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.89% | +0.07% | -6.77% | |
| 11 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.81% | +0.01% | -10.25% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.68% | — | -4.09% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.60% | — | -16.92% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.43% | — | -25.77% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.30% | — | -7.45% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.25% | — | +22.65% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.25% | +0.03% | -4.84% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.20% | — | -4.74% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.20% | — | -0.69% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.16% | — | -14.47% | |
| 21 | IDV | Ishares International Select | ETF-其他 | 0.94% | +0.04% | -1.37% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.93% | — | +8.17% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.85% | — | -16.66% | |
| 24 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 0.77% | — | +216.20% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.66% | — | -0.19% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.66% | — | -20.32% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.65% | — | -1.05% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.64% | — | -12.09% | |
| 29 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.60% | — | +17.06% | |
| 30 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.59% | +0.08% | -7.21% | |
| 31 | ARCB | Arcbest CORP | 股票-其他 | 0.59% | — | — | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.55% | — | +0.73% | |
| 33 | CORT | Corcept Therapeutics INC | 股票-醫療保健 | 0.52% | -1.04% | -0.10% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.51% | — | -0.52% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.49% | — | -6.37% | |
| 36 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.48% | — | +3.30% | |
| 37 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.48% | — | +9.40% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.47% | +0.24% | -9.01% | |
| 39 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.46% | +0.06% | — | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.44% | — | -3.23% | |
| 41 | FTSD | Franklin Short Duration U.s. | ETF-其他 | 0.42% | — | -3.53% | |
| 42 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 0.41% | — | +2.07% | |
| 43 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.40% | — | -1.00% | |
| 44 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.39% | — | +84.25% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.38% | — | +1.99% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.36% | — | -1.99% | |
| 47 | MDT | Medtronic plc | 股票-醫療保健 | 0.34% | -0.06% | +0.81% | |
| 48 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.34% | — | -11.18% | |
| 49 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.33% | — | -1.69% | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.33% | +0.06% | +1.32% |