CIK: 0001482880
申報總市值
US$206.9億
僅顯示前 200 大持股（共 376 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 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 8.08% | — | +15.08% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 4.66% | +1.55% | +1952.71% | |
| 3 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 4.52% | — | +810.19% | |
| 4 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 4.49% | — | -4.17% | |
| 5 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 4.49% | — | +2153.31% | |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 3.99% | — | — | |
| 7 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 3.97% | -0.14% | — | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.02% | -0.59% | +25.48% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.95% | — | +172.47% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.75% | -0.11% | +38.21% | |
| 11 | WM | Waste Management INC | 股票-工業 | 1.33% | — | -6.28% | |
| 12 | EMLP | First Trust North American E | ETF-其他 | 1.30% | — | — | |
| 13 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 1.26% | — | -5.97% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.26% | -0.22% | +30.79% | |
| 15 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 1.25% | — | +378.68% | |
| 16 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 1.18% | — | — | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.12% | -0.14% | +67.76% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.12% | — | -2.87% | |
| 19 | REET | Ishares Global Reit ETF | ETF-其他 | 1.10% | — | +357.56% | |
| 20 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.01% | — | +5.29% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.98% | +0.06% | +262.16% | |
| 22 | CME | Cme Group INC | 股票-金融 | 0.94% | — | -3.45% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.86% | — | +255.44% | |
| 24 | VAC | Marriott Vacations World | 股票-循環性消費 | 0.86% | — | -0.51% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.83% | — | +69.39% | |
| 26 | DXCM | Dexcom INC | 股票-醫療保健 | 0.79% | — | -0.27% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.78% | — | +90.88% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.77% | — | +67.69% | |
| 29 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.71% | — | -6.33% | |
| 30 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.67% | — | — | |
| 31 | GXC | State Street Spdr S&p China | ETF-新興市場 | 0.63% | — | -5.05% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.62% | -0.17% | +52.35% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.61% | — | +1.43% | |
| 34 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.60% | — | -4.36% | |
| 35 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.59% | — | +199.99% | |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.56% | — | -1.56% | |
| 37 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.55% | — | +3.00% | |
| 38 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.55% | — | +19.94% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.55% | — | +35.98% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.54% | — | +334.44% | |
| 41 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 0.54% | — | — | |
| 42 | ABBV | Abbvie INC | 股票-醫療保健 | 0.54% | — | +25.11% | |
| 43 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.54% | — | +9.25% | |
| 44 | ACN | Accenture plc | 股票-科技 | 0.53% | — | +0.42% | |
| 45 | BND | Vanguard Total Bond Market | ETF-其他 | 0.49% | +2.61% | +26.01% | |
| 46 | GWX | State Street Spdr S&p Intern | ETF-其他 | 0.47% | — | -41.27% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.47% | — | +45.53% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.43% | +0.02% | +6.44% | |
| 49 | WORK | Slack Technologies Inc- Cl A | 股票-其他 | 0.43% | — | -6.56% | |
| 50 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.41% | — | — |