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 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 11.14% | +0.38% | +8.58% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 11.08% | -0.45% | -3.02% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 9.65% | -0.04% | +1.50% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 8.09% | +0.23% | -2.61% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.69% | +0.16% | +0.02% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.29% | -0.23% | +7.89% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 4.41% | -0.14% | -7.47% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.26% | -0.04% | — | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.48% | +0.10% | +0.07% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.51% | -0.11% | +9.17% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 2.28% | — | -8.50% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.73% | — | +3.58% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.59% | — | +2.59% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.27% | — | — | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.25% | — | +0.07% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.15% | -0.07% | -3.98% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.10% | +0.06% | — | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.08% | — | -8.16% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 1.04% | +0.07% | -13.63% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.04% | -0.03% | +0.01% | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.96% | — | +2.08% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.88% | — | -1.08% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.87% | +0.10% | -16.26% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | — | -1.67% | |
| 25 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.77% | -0.02% | +1.32% | |
| 26 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.54% | — | -23.88% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | +0.23% | — | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.50% | -0.03% | — | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.50% | — | +9.90% | |
| 30 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.49% | — | +3.76% | |
| 31 | UNP | Union Pacific CORP | 股票-工業 | 0.49% | — | — | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.47% | — | — | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.47% | +0.04% | — | |
| 34 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.46% | — | — | |
| 35 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.44% | — | — | |
| 36 | PGR | Progressive CORP | 股票-金融 | 0.44% | -0.05% | -2.76% | |
| 37 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.42% | +0.05% | — | |
| 38 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.41% | — | — | |
| 39 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.39% | -0.02% | — | |
| 40 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.36% | — | — | |
| 41 | PM | Philip Morris International | 股票-非循環性消費 | 0.33% | — | — | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.29% | — | — | |
| 43 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.28% | — | +0.02% | |
| 44 | BLK | Blackrock INC | 股票-金融 | 0.27% | — | — | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.27% | — | +18.62% | |
| 46 | SBAC | Sba Communications CORP | 股票-房地產 | 0.26% | — | — | |
| 47 | ABBV | Abbvie INC | 股票-醫療保健 | 0.24% | — | — | |
| 48 | WMT | Walmart INC | 股票-非循環性消費 | 0.24% | +0.03% | — | |
| 49 | RTX | Rtx CORP | 股票-工業 | 0.21% | — | — | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.20% | — | — |