CIK: 0001667074
申報總市值
US$10.5億
僅顯示前 200 大持股（共 834 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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 15.24% | -0.35% | +1.22% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 13.90% | — | -2.41% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 5.01% | — | +0.86% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.74% | +0.18% | +29.83% | |
| 5 | GVI | Ishares Intermediate Governm | ETF-其他 | 4.11% | — | +1.86% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 3.40% | -0.55% | -0.04% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 3.20% | — | -0.92% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.63% | — | — | |
| 9 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 2.19% | — | +9.75% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.87% | -0.46% | +3.32% | |
| 11 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.84% | — | +12.70% | |
| 12 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 1.55% | — | +0.58% | |
| 13 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.36% | — | +0.37% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.34% | — | +28.79% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.86% | — | -15.03% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.84% | — | +33.77% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.78% | -0.44% | +26.85% | |
| 18 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.74% | — | -0.17% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.73% | — | +4.02% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.68% | -0.35% | +54.61% | |
| 21 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.64% | — | +1.59% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.62% | +0.42% | NEW | |
| 23 | VTV | Vanguard Value ETF | ETF-其他 | 0.61% | — | -6.74% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.56% | — | +14.29% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.56% | — | +2.14% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | — | +3.31% | |
| 27 | BA | Boeing Co/the | 股票-工業 | 0.56% | — | +16.66% | |
| 28 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.53% | — | +1.05% | |
| 29 | USB | US Bancorp | 股票-金融 | 0.51% | — | -0.27% | |
| 30 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.51% | — | +41.36% | |
| 31 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.49% | — | +11.41% | |
| 32 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.43% | — | -4.30% | |
| 33 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.43% | — | +19.73% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.42% | — | +12.34% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.42% | — | -0.77% | |
| 36 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 0.42% | — | +9.37% | |
| 37 | XSLV | Invesco S&p Smallcap Low Vol | ETF-其他 | 0.39% | — | +0.85% | |
| 38 | T | At&t INC | 股票-通訊服務 | 0.39% | — | +15.43% | |
| 39 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 0.37% | — | +40.93% | |
| 40 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.36% | — | — | |
| 41 | XMLV | Invesco S&p Midcap Low Volat | ETF-其他 | 0.36% | — | +3.72% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.36% | — | +2.41% | |
| 43 | MBB | Ishares Mbs ETF | ETF-其他 | 0.34% | — | +1.16% | |
| 44 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.33% | — | +11.35% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.33% | — | +13.09% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | +0.16% | -0.52% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.31% | — | +12.83% | |
| 48 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.31% | -0.17% | -11.67% | |
| 49 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.30% | — | +9.07% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.29% | — | +27.03% |