CIK: 0001689024
申報總市值
US$2.7億
僅顯示前 200 大持股（共 239 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 | 6.66% | +0.11% | -6.58% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.94% | +0.17% | -15.95% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.57% | +0.19% | -12.27% | |
| 4 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 4.01% | — | +0.64% | |
| 5 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 3.84% | +0.13% | — | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-其他 | 3.59% | -0.43% | -16.94% | |
| 7 | UBS | UBS Group AG | 股票-金融 | 3.49% | -0.46% | -19.83% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-其他 | 3.47% | +0.09% | -7.39% | |
| 9 | ✓ | Ishares Tr | 股票-其他 | 3.10% | +0.30% | — | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.81% | +0.12% | -55.61% | |
| 11 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.77% | +0.13% | — | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.71% | +0.14% | -54.45% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.61% | -0.18% | -13.68% | |
| 14 | ✓ | Ishares Tr | 股票-其他 | 2.61% | -0.13% | — | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.29% | +0.27% | -50.84% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.22% | +0.19% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.21% | — | -5.70% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 2.05% | -0.12% | — | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.99% | +0.08% | — | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.47% | -0.11% | — | |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 1.43% | +0.04% | -0.26% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.41% | -0.13% | — | |
| 23 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.40% | -1.01% | -33.91% | |
| 24 | ✓ | Ishares | 股票-其他 | 1.38% | +0.46% | — | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.32% | — | -60.82% | |
| 26 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 1.32% | — | — | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.26% | — | -66.34% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.21% | +0.11% | -10.61% | |
| 29 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.01% | — | -76.56% | |
| 30 | ✓ | Ishares Ibonds Sep 2020 Amt | 股票-其他 | 0.94% | +0.09% | — | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.86% | -0.06% | — | |
| 32 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.78% | — | — | |
| 33 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.76% | — | — | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.75% | -0.45% | +34.56% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.73% | — | -67.86% | |
| 36 | IBMHEUR | Ishares Ibonds Sep 2019 Term | ETF-其他 | 0.71% | -0.52% | EXIT | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.63% | — | — | |
| 38 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.63% | +0.24% | — | |
| 39 | ✓ | Wisdomtree | 股票-其他 | 0.58% | -0.42% | EXIT | |
| 40 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.57% | — | — | |
| 41 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-其他 | 0.54% | — | — | |
| 42 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.52% | — | +35.95% | |
| 43 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 0.50% | — | — | |
| 44 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.45% | — | -14.14% | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.45% | — | — | |
| 46 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.44% | — | -2.76% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.43% | — | — | |
| 48 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.43% | — | -18.16% | |
| 49 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.43% | — | +1.15% | |
| 50 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 0.40% | — | — |