CIK: 0001711615
申報總市值
US$276.4億
僅顯示前 200 大持股（共 328 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 17.22% | — | +180.38% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 6.09% | — | +342.70% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.80% | — | -3.98% | |
| 4 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 4.40% | — | +0.06% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 4.33% | — | -5.57% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 3.85% | — | -0.53% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 3.06% | — | +3.14% | |
| 8 | QDF | Flexshares Quality Dividend | ETF-其他 | 2.64% | — | +1.72% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.31% | — | -66.09% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.24% | — | +0.33% | |
| 11 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 2.22% | — | -86.65% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.96% | — | -8.85% | |
| 13 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 1.93% | — | +24.13% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.90% | — | -66.86% | |
| 15 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.61% | — | -67.16% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.56% | — | +5.96% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.55% | — | +19.05% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.43% | — | +13.20% | |
| 19 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 1.41% | — | +20.14% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.34% | — | -1.82% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.26% | — | -77.76% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.20% | — | -3.99% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.07% | — | -2.72% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.99% | — | -77.91% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.88% | — | -4.14% | |
| 26 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.84% | — | -9.08% | |
| 27 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.82% | — | -69.19% | |
| 28 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股與成長 | 0.75% | — | -2.18% | |
| 29 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.74% | — | +2.09% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.66% | — | +6.36% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.63% | — | -76.08% | |
| 32 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.59% | — | -88.58% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.56% | — | -4.48% | |
| 34 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.52% | — | +0.31% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | — | +7.24% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.52% | — | +17.47% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.51% | — | -69.09% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.46% | — | +6.61% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | — | +0.25% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.40% | — | +35.58% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.40% | — | -3.83% | |
| 42 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.38% | — | +0.51% | |
| 43 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.33% | — | +3.77% | |
| 44 | BA | Boeing Co/the | 股票-工業 | 0.33% | — | -3.03% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.33% | — | -3.53% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.32% | — | -0.91% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.32% | — | -25.87% | |
| 48 | PEP | Pepsico INC | 股票-非循環性消費 | 0.31% | — | -4.55% | |
| 49 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.28% | — | -36.08% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.28% | — | -1.22% |