CIK: 0001690370
申報總市值
US$102.3億
僅顯示前 200 大持股（共 1009 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 4.41% | +0.54% | +11.88% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.25% | — | -0.22% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.62% | +0.30% | +13.42% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.31% | -0.44% | -5.72% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.15% | -0.09% | -0.87% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.05% | — | -0.08% | |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.05% | -0.35% | -9.82% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.02% | — | +10.96% | |
| 9 | MBB | Ishares Mbs ETF | ETF-其他 | 2.01% | +0.12% | +6.86% | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.78% | -0.17% | -11.22% | |
| 11 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 1.45% | — | -0.43% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.45% | — | +9.89% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.38% | -0.36% | +2.51% | |
| 14 | GSEW | Goldman Sachs Eql Wght Large | ETF-避險與商品 | 1.33% | -0.08% | -12.19% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.22% | — | -3.75% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.22% | +0.07% | +0.12% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.18% | — | +11.19% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.13% | -0.16% | -11.19% | |
| 19 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.07% | — | +0.23% | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.05% | -0.09% | -11.19% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.04% | — | -10.97% | |
| 22 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.01% | -0.13% | +7.46% | |
| 23 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.99% | — | -13.34% | |
| 24 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.98% | — | +24.37% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.95% | — | -0.60% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.95% | +0.06% | +7.43% | |
| 27 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.93% | +0.16% | +19.22% | |
| 28 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.93% | — | +14.17% | |
| 29 | AVDE | Avantis International Equity | ETF-其他 | 0.83% | -0.11% | -11.82% | |
| 30 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.83% | — | +4.10% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.74% | — | +2.20% | |
| 32 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.73% | +0.97% | +10.80% | |
| 33 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.72% | — | -0.57% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.70% | — | +9.82% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.68% | — | -2.61% | |
| 36 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.64% | — | +761.55% | |
| 37 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 0.64% | -0.08% | -10.26% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.62% | — | +2.92% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.59% | — | -2.10% | |
| 40 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.58% | -0.25% | +10.87% | |
| 41 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 0.58% | — | -1.22% | |
| 42 | NTSX | Wisdomtree US Efficient Core | ETF-其他 | 0.55% | -0.07% | -1.14% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.55% | — | -0.17% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.55% | — | -3.75% | |
| 45 | MNA | Nyli Merger Arbitrage ETF | ETF-其他 | 0.54% | — | -11.78% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.52% | +0.10% | +11.85% | |
| 47 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.48% | -0.06% | -3.33% | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.47% | — | +44.18% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.47% | — | -10.00% | |
| 50 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.47% | — | -5.16% |