CIK: 0001737109
申報總市值
US$125.4億
僅顯示前 200 大持股（共 512 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 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 4.74% | — | +25.08% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.53% | -0.04% | -28.46% | |
| 3 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 4.32% | — | +273.30% | |
| 4 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 3.20% | — | — | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.66% | — | +15.48% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.32% | — | +21.83% | |
| 7 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 2.17% | — | +3010.52% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.68% | — | +35.76% | |
| 9 | BSJK | Invesco Bulletshares 2020 Hi | ETF-其他 | 1.63% | — | +2.25% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.63% | — | -28.52% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.61% | -0.32% | +44.69% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.60% | — | +30.54% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.59% | — | +29.60% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.59% | +0.23% | +6.72% | |
| 15 | EHT | Eaton Vance 2021 Target Term | 股票-其他 | 1.57% | — | +5.82% | |
| 16 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 1.54% | — | +28.29% | |
| 17 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 1.46% | — | +148.49% | |
| 18 | JHY | Nuveen H-i 2020 Tgt Trm Fd | 股票-其他 | 1.42% | — | +2.09% | |
| 19 | JHB | Nuveen Corporate Income Nove | 股票-其他 | 1.39% | — | +5.78% | |
| 20 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 1.24% | — | +0.24% | |
| 21 | EMGF | Ishares Emerging Markets Equ | ETF-新興市場 | 1.23% | — | -20.11% | |
| 22 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.22% | — | +0.57% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.19% | — | -33.64% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.09% | — | -4.73% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.06% | — | +1.46% | |
| 26 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 1.01% | — | +7.18% | |
| 27 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.99% | +0.26% | +3.12% | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.97% | — | +7.42% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.97% | — | -22.09% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.96% | -0.19% | +9.60% | |
| 31 | BND | Vanguard Total Bond Market | ETF-其他 | 0.96% | -0.18% | -12.35% | |
| 32 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.88% | +0.09% | +4.93% | |
| 33 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.84% | — | -7.49% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.80% | — | -3.98% | |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.75% | — | +699.23% | |
| 36 | INTF | Ishares International Equity | ETF-其他 | 0.73% | +0.18% | -70.93% | |
| 37 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-其他 | 0.72% | — | +36.59% | |
| 38 | HYD | Vaneck High Yield Muni ETF | ETF-非投資等級債 | 0.72% | — | — | |
| 39 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.71% | +0.08% | +322.68% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.68% | -0.06% | -1.74% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.66% | — | +293.90% | |
| 42 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.63% | — | +105.08% | |
| 43 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 0.62% | — | +13.30% | |
| 44 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.62% | — | -3.87% | |
| 45 | CDC | Victoryshares US Eq Income E | ETF-其他 | 0.62% | — | -21.81% | |
| 46 | CFO | Victoryshares US 500 Enhance | ETF-其他 | 0.60% | — | -22.57% | |
| 47 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.55% | — | +15.66% | |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.55% | — | +14.96% | |
| 49 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.54% | — | -4.91% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.50% | +0.34% | +7.80% |