CIK: 0001766156
申報總市值
US$11.2億
僅顯示前 200 大持股（共 763 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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 8.49% | -0.57% | -0.25% | |
| 2 | XLK | Ss Technology Select Sector | ETF-科技型 | 6.00% | -0.20% | -0.26% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.24% | -0.33% | +0.38% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 5.06% | -0.08% | +0.54% | |
| 5 | SUB | Ishares Short-term National | ETF-其他 | 4.79% | +0.55% | +19.18% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.44% | -0.03% | -1.63% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.95% | -0.01% | -0.72% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.81% | -0.06% | +4.49% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.59% | — | -0.78% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.53% | -0.10% | +9.67% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.36% | -0.01% | -0.48% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.32% | -0.55% | -0.12% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.05% | +0.16% | +20.15% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.98% | -0.15% | +0.81% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.96% | -0.04% | +2.29% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.92% | -0.05% | -0.47% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.92% | -0.01% | +1.28% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.79% | +0.25% | +66.46% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 1.72% | -0.14% | +0.61% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.71% | +0.28% | +57.01% | |
| 21 | AAPL | Apple INC | 股票-科技 | 1.65% | -0.06% | -0.14% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.61% | -0.02% | -0.51% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.52% | -0.02% | -1.34% | |
| 24 | XLF | Ss Financial Select Sector | ETF-其他 | 1.45% | -0.12% | +2.55% | |
| 25 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.26% | — | -0.40% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.23% | +0.04% | +0.86% | |
| 27 | PEY | Invesco High Yield Equity Di | ETF-非投資等級債 | 1.17% | — | -1.14% | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.05% | — | -0.03% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.96% | — | +2.84% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.95% | -0.02% | +1.97% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.95% | -0.01% | -3.21% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.85% | -0.03% | +0.72% | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.73% | — | +0.02% | |
| 34 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.65% | +0.03% | -1.49% | |
| 35 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.65% | -0.05% | -3.09% | |
| 36 | IXG | Ishares Global Financials Et | ETF-其他 | 0.61% | -0.04% | -0.23% | |
| 37 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-其他 | 0.59% | — | -1.44% | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.58% | — | +0.16% | |
| 39 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.55% | — | -0.81% | |
| 40 | MO | Altria Group INC | 股票-非循環性消費 | 0.50% | +0.10% | +5.61% | |
| 41 | VTV | Vanguard Value ETF | ETF-其他 | 0.48% | — | -0.74% | |
| 42 | XLE | Ss Energy Select Sector | ETF-其他 | 0.47% | +0.08% | -0.49% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.44% | — | +11.33% | |
| 44 | VIS | Vanguard Industrials ETF | ETF-其他 | 0.43% | — | -3.04% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.43% | -0.02% | +2.01% | |
| 46 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.42% | — | -1.25% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.41% | — | +15.94% | |
| 48 | D | Dominion Energy INC | 股票-公用事業 | 0.39% | +0.03% | +0.67% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.39% | — | -4.59% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.37% | — | +7.39% |