CIK: 0001661144
申報總市值
US$8.6億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 16.69% | -0.45% | +3.72% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 14.15% | +0.23% | +1.98% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 11.44% | +0.16% | +1.45% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 9.56% | -0.14% | +6.53% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.11% | +0.38% | +19.15% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.92% | +0.10% | +4.44% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.75% | +0.10% | +0.16% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.56% | -0.23% | +0.44% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 2.20% | -0.03% | +26.37% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.94% | — | +0.88% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.86% | +0.06% | +13.57% | |
| 12 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.82% | — | +5.97% | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.73% | — | — | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.47% | — | +0.16% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.44% | — | +1.47% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.18% | -0.07% | — | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.13% | — | +7.36% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.88% | -0.04% | +41.45% | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.86% | — | +111.91% | |
| 20 | PGR | Progressive CORP | 股票-金融 | 0.85% | -0.05% | — | |
| 21 | VTV | Vanguard Value ETF | ETF-其他 | 0.78% | — | — | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.71% | +0.04% | +3.54% | |
| 23 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.70% | — | — | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.69% | — | +4.20% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | — | — | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.65% | +0.07% | — | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.62% | -0.04% | — | |
| 28 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.57% | — | -17.64% | |
| 29 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.55% | — | +3.53% | |
| 30 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.54% | — | — | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.54% | -0.03% | — | |
| 32 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.52% | — | — | |
| 33 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.51% | -0.11% | +24.86% | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.48% | — | — | |
| 35 | NEE | Nextera Energy INC | 股票-公用事業 | 0.46% | +0.03% | — | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.44% | — | +21.36% | |
| 37 | SPLP | Steel Partners Holdings LP | 股票-其他 | 0.40% | — | +62.46% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | +0.23% | +0.16% | |
| 39 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.40% | — | — | |
| 40 | PM | Philip Morris International | 股票-非循環性消費 | 0.37% | — | +0.30% | |
| 41 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.36% | — | — | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.34% | — | — | |
| 43 | ZBH | Zimmer Biomet Holdings INC | 股票-醫療保健 | 0.32% | — | — | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.31% | — | — | |
| 45 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.31% | +0.04% | — | |
| 46 | BLKCHF | Blackrock INC | 股票-其他 | 0.30% | — | — | |
| 47 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.28% | — | +6.27% | |
| 48 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.26% | — | +53.84% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.26% | — | +31.75% | |
| 50 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.25% | — | +0.14% |