CIK: 0001583104
申報總市值
US$2.3億
僅顯示前 200 大持股（共 550 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.19% | +0.06% | -1.42% | |
| 2 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 3.56% | -0.05% | -1.18% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.41% | -0.31% | +1.87% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 3.36% | -0.25% | -30.89% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 3.32% | +0.06% | -1.07% | |
| 6 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 2.84% | -0.20% | +3.63% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.84% | — | -0.38% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.68% | +0.12% | +1.30% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.61% | -0.12% | +3.92% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.32% | -0.11% | +5.44% | |
| 11 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 2.32% | — | +0.32% | |
| 12 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.05% | +0.01% | -0.95% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.00% | +0.18% | -1.36% | |
| 14 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.88% | — | +15.07% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.82% | — | -0.74% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 1.81% | -0.02% | -0.56% | |
| 17 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.77% | — | +33.52% | |
| 18 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 1.77% | — | -22.32% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.68% | — | -25.95% | |
| 20 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.68% | — | -8.11% | |
| 21 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.56% | -0.03% | +1.21% | |
| 22 | GUNR | Flexshares Global Upstream N | ETF-其他 | 1.53% | — | -0.23% | |
| 23 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 1.49% | — | -1.69% | |
| 24 | IXN | Ishares Global Tech ETF | ETF-科技型 | 1.46% | +0.07% | — | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.45% | -0.11% | +9.64% | |
| 26 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.44% | — | +460.40% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.37% | — | +40.87% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.25% | +0.04% | +1.14% | |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.20% | — | -5.25% | |
| 30 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.07% | — | -0.10% | |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.05% | — | -11.13% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.00% | — | -1.62% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.86% | +0.12% | +1.54% | |
| 34 | BND | Vanguard Total Bond Market | ETF-其他 | 0.85% | — | -3.91% | |
| 35 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.77% | — | -1.40% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.68% | +0.13% | -0.65% | |
| 37 | JPIN | JPM Diversified Ret Intl Eq | ETF-其他 | 0.64% | — | +0.60% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.62% | — | -0.03% | |
| 39 | IGE | Ishares North American Natur | ETF-其他 | 0.61% | — | -0.87% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.58% | — | -12.67% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.57% | — | -6.99% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.52% | — | -0.77% | |
| 43 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.47% | +0.02% | +1.27% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.47% | +0.12% | -14.38% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.47% | — | +0.26% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | — | -1.04% | |
| 47 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.41% | -0.09% | +81.54% | |
| 48 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 0.37% | — | -2.22% | |
| 49 | LMT | Lockheed Martin CORP | 股票-工業 | 0.36% | — | -2.82% | |
| 50 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.36% | +0.15% | -68.25% |