CIK: 0001737109
申報總市值
US$125.4億
僅顯示前 200 大持股（共 568 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 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.44% | -0.04% | +5.72% | |
| 2 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 4.20% | — | +11.14% | |
| 3 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 3.08% | — | +3.87% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.69% | — | +12.55% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.43% | — | -40.35% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.30% | — | +2.51% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.23% | -0.32% | +48.80% | |
| 8 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.96% | +0.26% | +118.10% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.86% | +0.23% | +331.67% | |
| 10 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.81% | +0.08% | +165.77% | |
| 11 | EWT | Ishares Msci Taiwan ETF | ETF-其他 | 1.56% | — | +3198.73% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.53% | — | +0.91% | |
| 13 | INDA | Ishares Msci India ETF | ETF-其他 | 1.52% | — | +9649.96% | |
| 14 | EWY | Ishares Msci South Korea ETF | ETF-其他 | 1.50% | — | +4597.08% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.48% | — | +46.26% | |
| 16 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 1.41% | — | +7.92% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.39% | -0.19% | +62.54% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.25% | — | -13.53% | |
| 19 | EHT | Eaton Vance 2021 Target Term | 股票-其他 | 1.24% | — | -7.87% | |
| 20 | EMGF | Ishares Emerging Markets Equ | ETF-新興市場 | 1.18% | — | +0.30% | |
| 21 | JHB | Nuveen Corporate Income Nove | 股票-其他 | 1.14% | — | -4.63% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.12% | — | +6.48% | |
| 23 | JHY | Nuveen H-i 2020 Tgt Trm Fd | 股票-其他 | 1.10% | — | -11.43% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.05% | — | +10.98% | |
| 25 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 0.97% | — | -9.19% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.95% | — | +8.98% | |
| 27 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.94% | — | -9.72% | |
| 28 | CBTXEUR | Cbtx INC | 股票-其他 | 0.94% | — | — | |
| 29 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.92% | +0.09% | +7.60% | |
| 30 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.91% | — | +1241.54% | |
| 31 | BND | Vanguard Total Bond Market | ETF-其他 | 0.83% | -0.18% | +0.83% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.82% | — | +46.57% | |
| 33 | VUG | Vanguard Growth ETF | ETF-其他 | 0.82% | — | -12.73% | |
| 34 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.78% | — | -2.40% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.78% | — | +4.35% | |
| 36 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 0.73% | — | -15.88% | |
| 37 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-其他 | 0.72% | — | +8.96% | |
| 38 | INTF | Ishares International Equity | ETF-其他 | 0.70% | +0.18% | +6.13% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.68% | — | — | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.67% | -0.06% | +3.64% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.60% | — | +10.98% | |
| 42 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 0.58% | — | +8.35% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.55% | +0.34% | +18.08% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.53% | — | +693.88% | |
| 45 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.51% | — | +5.38% | |
| 46 | CFO | Victoryshares US 500 Enhance | ETF-其他 | 0.51% | — | -5.77% | |
| 47 | CDC | Victoryshares US Eq Income E | ETF-其他 | 0.50% | — | -7.21% | |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.48% | — | +1.56% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | — | +122.58% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.45% | +0.32% | -0.93% |