CIK: 0001711615
申報總市值
US$276.4億
僅顯示前 200 大持股（共 346 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 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 11.14% | — | +0.48% | |
| 2 | TIP | Ishares Tips Bond ETF | ETF-其他 | 9.40% | — | -3.07% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 8.47% | — | +1.70% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 5.53% | — | +7.60% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 5.03% | — | +3.09% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 4.15% | — | +14.44% | |
| 7 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 3.77% | — | +0.78% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.68% | — | +25.96% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 3.64% | — | -8.09% | |
| 10 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 2.82% | — | -2.52% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.60% | — | +8.18% | |
| 12 | VTV | Vanguard Value ETF | ETF-其他 | 2.10% | — | +5.39% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 2.09% | — | +13.41% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.99% | — | +39.22% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.89% | — | -4.08% | |
| 16 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.69% | — | +7.16% | |
| 17 | QDF | Flexshares Quality Dividend | ETF-其他 | 1.58% | — | +1.07% | |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.51% | — | -6.83% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.43% | — | -2.08% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.32% | — | -7.33% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.25% | — | +0.87% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.18% | — | +86.30% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.06% | — | -0.81% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.97% | — | -10.07% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.87% | — | -8.94% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.86% | — | -6.29% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.67% | — | +29.19% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.66% | — | +29.19% | |
| 29 | AAPL | Apple INC | 股票-科技 | 0.63% | — | +2.36% | |
| 30 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股與成長 | 0.55% | — | -49.66% | |
| 31 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.49% | — | +20.27% | |
| 32 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.48% | — | +3.29% | |
| 33 | BND | Vanguard Total Bond Market | ETF-其他 | 0.45% | — | +38.57% | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.45% | — | +32.83% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.39% | — | -12.65% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.37% | — | -1.67% | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 0.34% | — | +14.89% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.32% | — | +1.09% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.28% | — | +28.07% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.27% | — | -2.62% | |
| 41 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.26% | — | +6.99% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.25% | — | -18.25% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.25% | — | +1.52% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.24% | — | -59.39% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.24% | — | -1.71% | |
| 46 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.24% | — | +5.48% | |
| 47 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.22% | — | +5.48% | |
| 48 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.21% | — | +18.52% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.21% | — | +0.15% | |
| 50 | PEP | Pepsico INC | 股票-非循環性消費 | 0.20% | — | -1.50% |