CIK: 0001581793
申報總市值
US$5.2億
| # | 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 | ✓ | FTSE RAFI US 1500 Small Cap | 股票-其他 | 37.08% | — | +1.21% | |
| 2 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 34.15% | — | +4.19% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 8.25% | — | +5.22% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 4.19% | — | +51.67% | |
| 5 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 3.79% | — | +8.85% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.55% | — | +6.62% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.40% | — | +7.62% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.29% | — | +15.73% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.07% | — | -0.06% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.97% | — | -11.84% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.96% | — | +2.53% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.60% | — | -1.94% | |
| 13 | GWX | State Street Spdr S&p Intern | ETF-其他 | 0.25% | — | +1.18% | |
| 14 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.22% | — | +1.32% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.12% | — | +30.96% | |
| 16 | IAT | Ishares US Regional Banks Et | ETF-其他 | 0.03% | — | — | |
| 17 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.03% | — | -10.24% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.03% | — | +116.16% | |
| 19 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 0.02% | — | -24.57% | |
| 20 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | ETF-其他 | 0.01% | — | — | |
| 21 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.01% | — | — | |
| 22 | IDV | Ishares International Select | ETF-其他 | — | — | — | |
| 23 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股與成長 | — | — | -96.32% |