CIK: 0001551867
申報總市值
US$13.7億
僅顯示前 200 大持股（共 224 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 | 15.50% | -0.19% | +1.45% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 12.11% | -0.06% | +1.11% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 10.94% | -0.25% | +6.73% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 9.96% | — | -4.65% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 8.02% | — | +623.83% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.54% | -0.08% | +1.47% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 5.49% | — | +4.53% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.79% | +1.10% | +0.28% | |
| 9 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 3.53% | — | -7.03% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.94% | -0.08% | +0.25% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.09% | -0.13% | +0.59% | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 1.89% | +0.20% | +545.53% | |
| 13 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.48% | -0.06% | -22.76% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.35% | -0.12% | +0.16% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.30% | — | — | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.01% | -0.04% | +4.71% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.92% | — | +1.13% | |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.90% | — | -14.39% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.81% | — | — | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.80% | -0.89% | +0.11% | |
| 21 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.76% | — | -5.53% | |
| 22 | GUNR | Flexshares Global Upstream N | ETF-其他 | 0.70% | — | +5.97% | |
| 23 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.68% | — | -4.34% | |
| 24 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.57% | — | +15.44% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.55% | — | -1.41% | |
| 26 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.49% | -0.15% | +15.61% | |
| 27 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.45% | — | -0.53% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.43% | +0.14% | — | |
| 29 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.41% | — | +9.61% | |
| 30 | AAPL | Apple INC | 股票-科技 | 0.27% | +0.06% | -2.51% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.23% | — | — | |
| 32 | CMF | Ishares California Muni Bond | ETF-其他 | 0.23% | — | +6.75% | |
| 33 | NUBD | Nuveen Esg US Aggregate Bond | ETF-其他 | 0.22% | +0.02% | +85.29% | |
| 34 | 1JFD | Pimco Dynamic Credit And Mor | 股票-其他 | 0.19% | — | -7.18% | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.17% | — | -28.83% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.17% | — | -6.26% | |
| 37 | DWM | Wisdomtree International Equ | ETF-其他 | 0.14% | — | — | |
| 38 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.13% | — | -2.44% | |
| 39 | DSL | Doubleline Income Solutions | 股票-其他 | 0.12% | — | — | |
| 40 | GFN | General Finance CORP | 股票-其他 | 0.11% | — | — | |
| 41 | ✓ | Nestle Sa Cham Et Vvey Act Nom | 股票-其他 | 0.08% | — | — | |
| 42 | VTV | Vanguard Value ETF | ETF-其他 | 0.07% | — | — | |
| 43 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.06% | — | -20.92% | |
| 44 | URTH | Ishares Msci World ETF | ETF-其他 | 0.06% | -0.02% | — | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.05% | — | — | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.05% | — | — | |
| 47 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.05% | — | — | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.04% | — | -28.25% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.04% | — | -12.30% | |
| 50 | LMT | Lockheed Martin CORP | 股票-工業 | 0.04% | — | -26.82% |