CIK: 0001689024
申報總市值
US$2.7億
僅顯示前 200 大持股（共 218 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 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 6.97% | +0.11% | +6.67% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.62% | +0.17% | +10.72% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.11% | +0.19% | +3.45% | |
| 4 | UBS | UBS Group AG | 股票-金融 | 4.21% | -0.46% | +6.37% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-其他 | 3.95% | -0.43% | +26.37% | |
| 6 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 3.88% | — | -0.07% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.43% | +0.12% | +20.65% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-其他 | 3.28% | +0.09% | +3.15% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.24% | -0.18% | +28.87% | |
| 10 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 3.16% | +0.13% | +29.04% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 2.83% | -0.12% | -19.30% | |
| 12 | ✓ | Ishares Tr | 股票-其他 | 2.72% | -0.13% | +18.91% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.62% | — | +2.10% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 2.38% | -0.11% | -16.01% | |
| 15 | ✓ | Ishares Tr | 股票-其他 | 2.27% | +0.30% | +30.59% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.21% | +0.08% | +20.13% | |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.04% | +0.13% | +24.92% | |
| 18 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.03% | +0.14% | +24.75% | |
| 19 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 1.88% | — | -5.90% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.85% | +0.27% | +23.87% | |
| 21 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.74% | -1.01% | +6.41% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.71% | — | -17.91% | |
| 23 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.67% | -0.13% | -16.85% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.58% | +0.19% | +19.03% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.56% | — | -16.63% | |
| 26 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 1.34% | +0.04% | +16.50% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.24% | +0.11% | +4.51% | |
| 28 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.20% | — | -4.33% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.19% | -0.06% | -15.16% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.18% | — | -25.63% | |
| 31 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.10% | — | -16.97% | |
| 32 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.04% | — | -4.00% | |
| 33 | ✓ | Ishares | 股票-其他 | 0.96% | +0.46% | +21.93% | |
| 34 | IBMHEUR | Ishares Ibonds Sep 2019 Term | ETF-其他 | 0.85% | -0.52% | EXIT | |
| 35 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.72% | — | -9.70% | |
| 36 | ✓ | Ishares Ibonds Sep 2020 Amt | 股票-其他 | 0.71% | +0.09% | +185.74% | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.64% | — | -32.59% | |
| 38 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.62% | — | +45.01% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.62% | — | — | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.57% | — | -18.59% | |
| 41 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.56% | — | -1.15% | |
| 42 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.56% | — | -17.02% | |
| 43 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.52% | -0.45% | -0.83% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.51% | — | — | |
| 45 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.47% | — | +29.14% | |
| 46 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.46% | +0.24% | +162.03% | |
| 47 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.45% | — | -0.12% | |
| 48 | BEN | Franklin Resources INC | 股票-金融 | 0.41% | -0.26% | — | |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.41% | — | -52.70% | |
| 50 | AAPL | Apple INC | 股票-科技 | 0.35% | +0.02% | +182.88% |