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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 12.32% | -0.04% | +1.50% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 11.51% | -0.45% | -4.36% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 10.05% | +0.23% | -1.31% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 8.35% | +0.38% | +8.87% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 7.29% | +0.16% | -1.04% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 6.22% | -0.14% | -1.20% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.30% | -0.04% | +93.42% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.06% | +0.10% | -3.12% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.02% | -0.23% | +0.07% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.81% | — | -33.24% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.63% | -0.11% | +148.67% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.53% | +0.06% | — | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.44% | — | +1.63% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.21% | — | +79.16% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.14% | — | — | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.10% | -0.03% | +0.09% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.05% | — | +10.11% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.04% | +0.10% | +0.06% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.00% | -0.07% | — | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.91% | — | +56.04% | |
| 21 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.87% | — | -15.52% | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.85% | — | — | |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.82% | — | — | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.74% | — | — | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | +0.23% | — | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.66% | — | — | |
| 27 | VTV | Vanguard Value ETF | ETF-其他 | 0.65% | — | — | |
| 28 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.62% | -0.02% | -12.10% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.57% | — | — | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.55% | +0.04% | — | |
| 31 | VUG | Vanguard Growth ETF | ETF-其他 | 0.54% | +0.07% | — | |
| 32 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.51% | — | +0.09% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | — | — | |
| 34 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.50% | — | +82.14% | |
| 35 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.50% | — | +3.82% | |
| 36 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.49% | +0.05% | — | |
| 37 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.49% | — | — | |
| 38 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.48% | — | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | — | — | |
| 40 | CNC | Centene CORP | 股票-醫療保健 | 0.47% | — | — | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.43% | -0.03% | — | |
| 42 | PGR | Progressive CORP | 股票-金融 | 0.43% | -0.05% | -24.57% | |
| 43 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.41% | — | — | |
| 44 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.36% | -0.02% | — | |
| 45 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.35% | — | — | |
| 46 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.34% | — | +0.42% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.33% | — | — | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.30% | — | +0.04% | |
| 49 | PM | Philip Morris International | 股票-非循環性消費 | 0.30% | — | — | |
| 50 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.29% | +0.04% | — |