CIK: 0001766156
申報總市值
US$11.2億
僅顯示前 200 大持股（共 852 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 | 8.27% | -0.57% | -4.30% | |
| 2 | XLK | Ss Technology Select Sector | ETF-科技型 | 6.04% | -0.20% | -4.11% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.17% | -0.33% | -2.54% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 5.00% | -0.08% | -1.25% | |
| 5 | SUB | Ishares Short-term National | ETF-其他 | 4.54% | +0.55% | +13.00% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.24% | -0.03% | -0.28% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.90% | -0.01% | +390.54% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.79% | -0.06% | +3.59% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.58% | -0.10% | +0.97% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.57% | -0.55% | +0.99% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.42% | -0.01% | -1.66% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.33% | — | -7.12% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.17% | +0.16% | +30.45% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.91% | -0.15% | +2.19% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.86% | -0.01% | -1.75% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.82% | -0.05% | -1.89% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.79% | +0.25% | +15.05% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.78% | -0.04% | -3.99% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 1.72% | -0.14% | -4.00% | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.64% | -0.02% | -14.94% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.54% | +0.28% | +4.05% | |
| 22 | XLF | Ss Financial Select Sector | ETF-其他 | 1.53% | -0.12% | +0.43% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.42% | -0.02% | -3.05% | |
| 24 | AAPL | Apple INC | 股票-科技 | 1.32% | -0.06% | -3.02% | |
| 25 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.21% | — | -2.18% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.06% | +0.04% | -5.84% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.02% | — | +3.28% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.00% | — | +266.58% | |
| 29 | PEY | Invesco High Yield Equity Di | ETF-非投資等級債 | 0.94% | — | -9.50% | |
| 30 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.94% | — | -4.63% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.88% | -0.02% | +3.34% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.86% | -0.03% | +0.14% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.83% | -0.01% | -2.30% | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.82% | +0.15% | +288.40% | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.72% | +0.15% | +373.59% | |
| 36 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.70% | +0.15% | +476.91% | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.69% | — | -0.21% | |
| 38 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.63% | +0.16% | — | |
| 39 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.62% | -0.05% | -1.40% | |
| 40 | IXG | Ishares Global Financials Et | ETF-其他 | 0.59% | -0.04% | -4.14% | |
| 41 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.57% | +0.03% | -7.38% | |
| 42 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.53% | — | -1.95% | |
| 43 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.51% | — | -6.24% | |
| 44 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-其他 | 0.49% | — | -12.31% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.48% | — | +10.28% | |
| 46 | VTV | Vanguard Value ETF | ETF-其他 | 0.44% | — | -5.73% | |
| 47 | VIS | Vanguard Industrials ETF | ETF-其他 | 0.42% | — | -4.95% | |
| 48 | XLE | Ss Energy Select Sector | ETF-其他 | 0.42% | +0.08% | +4.24% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.42% | -0.02% | -6.05% | |
| 50 | MO | Altria Group INC | 股票-非循環性消費 | 0.41% | +0.10% | -3.87% |