CIK: 0001632554
申報總市值
US$11.1億
僅顯示前 200 大持股（共 394 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 11.50% | -0.16% | +9.15% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 8.06% | +0.64% | -8.33% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 7.90% | +0.31% | -3.68% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 6.28% | -0.16% | +4.41% | |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 5.07% | +0.09% | +0.19% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 4.86% | -0.15% | -1.08% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.81% | +0.13% | -10.20% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.72% | +0.30% | +0.05% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 4.65% | +0.53% | +23.58% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 4.42% | — | -0.46% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.72% | +0.05% | +4.73% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.78% | -0.04% | -3.87% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 2.36% | — | +2.90% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.70% | +0.40% | -24.64% | |
| 15 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.70% | +0.26% | +9.69% | |
| 16 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.49% | — | +2.53% | |
| 17 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 1.23% | +0.40% | — | |
| 18 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.21% | -0.04% | -21.49% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.19% | — | +4.77% | |
| 20 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-其他 | 1.16% | — | +4.40% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.90% | +0.10% | -3.32% | |
| 22 | SHYM | Ishares Short Duration High | ETF-其他 | 0.84% | — | +2.75% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.84% | +0.05% | +0.17% | |
| 24 | XLF | Ss Financial Select Sector | ETF-其他 | 0.77% | — | +11.17% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.65% | — | +16.50% | |
| 26 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-其他 | 0.65% | — | — | |
| 27 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.62% | — | -2.43% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | -0.27% | -3.34% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.55% | — | +6.58% | |
| 30 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.52% | — | +22.07% | |
| 31 | AAPL | Apple INC | 股票-科技 | 0.50% | -0.62% | -4.40% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.43% | +0.12% | +15.93% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.42% | — | +1.73% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.42% | — | +6.43% | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.36% | — | +18.10% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.35% | +0.06% | +23.67% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.31% | — | -57.97% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.31% | — | -3.94% | |
| 39 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.29% | +0.06% | +10.75% | |
| 40 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.28% | — | +27.31% | |
| 41 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.27% | +0.10% | +19.48% | |
| 42 | JKHY | Jack Henry & Associates INC | 股票-科技 | 0.25% | -0.18% | — | |
| 43 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.23% | +0.09% | +11639.51% | |
| 44 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.22% | — | +1.17% | |
| 45 | XLE | Ss Energy Select Sector | ETF-其他 | 0.21% | — | -19.07% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.20% | — | -5.02% | |
| 47 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.19% | — | -2.94% | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.17% | — | -18.33% | |
| 49 | XLB | Ss Materials Select Sector | ETF-其他 | 0.17% | — | -28.17% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.17% | — | -5.27% |