CIK: 0001482880
申報總市值
US$206.9億
僅顯示前 200 大持股（共 463 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 | 9.52% | — | +4.01% | |
| 2 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 5.07% | — | +0.96% | |
| 3 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 5.05% | — | +0.83% | |
| 4 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 4.80% | -0.14% | +4.18% | |
| 5 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 4.54% | — | +13.06% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 3.15% | +1.55% | +6.48% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.80% | — | +31.71% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.77% | -0.59% | +0.79% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.57% | — | +3.57% | |
| 10 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 2.20% | — | -14.89% | |
| 11 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 2.06% | — | +30.10% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.85% | -0.11% | -0.76% | |
| 13 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.77% | — | +18.22% | |
| 14 | REET | Ishares Global Reit ETF | ETF-其他 | 1.66% | — | +5.09% | |
| 15 | VAC | Marriott Vacations World | 股票-循環性消費 | 1.51% | — | -0.84% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.42% | — | +2.48% | |
| 17 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 1.41% | — | -2.13% | |
| 18 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 1.28% | — | -9.20% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.20% | — | +6.19% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.16% | — | -2.99% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.14% | -0.22% | +1.53% | |
| 22 | WM | Waste Management INC | 股票-工業 | 1.11% | — | +0.06% | |
| 23 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 1.00% | — | -3.84% | |
| 24 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.94% | — | -0.21% | |
| 25 | BND | Vanguard Total Bond Market | ETF-其他 | 0.91% | +2.61% | +27.46% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.90% | +0.04% | +43.06% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.87% | — | +0.17% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.79% | -0.14% | -0.45% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.79% | — | -2.37% | |
| 30 | CME | Cme Group INC | 股票-金融 | 0.61% | — | -1.33% | |
| 31 | DXCM | Dexcom INC | 股票-醫療保健 | 0.59% | — | -0.02% | |
| 32 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.55% | — | -7.76% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.54% | -0.17% | -4.78% | |
| 34 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.53% | — | -2.27% | |
| 35 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.52% | — | -1.30% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.51% | — | +1.01% | |
| 37 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.50% | — | +6.26% | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.46% | — | +5.56% | |
| 39 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.42% | — | -12.09% | |
| 40 | GXC | State Street Spdr S&p China | ETF-新興市場 | 0.42% | — | -4.62% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.42% | — | -4.88% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.42% | — | -2.96% | |
| 43 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.41% | — | -1.98% | |
| 44 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.41% | — | +0.36% | |
| 45 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.40% | — | +32.39% | |
| 46 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.39% | — | -7.01% | |
| 47 | AMGN | Amgen INC | 股票-醫療保健 | 0.38% | — | +189.36% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.38% | — | -2.27% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | -0.16% | +28.14% | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.32% | +0.02% | +2.86% |