CIK: 0001674623
申報總市值
US$15.4億
僅顯示前 200 大持股（共 544 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 7.66% | — | +0.46% | |
| 2 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 7.32% | — | +2.08% | |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 4.86% | — | +9.71% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 4.08% | — | +2.00% | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 3.70% | — | +3.79% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 3.10% | — | +6.55% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.59% | — | -4.66% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-其他 | 2.31% | — | +59.66% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.00% | — | +7.39% | |
| 10 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 1.99% | — | -5.17% | |
| 11 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 1.96% | — | +51.45% | |
| 12 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 1.76% | — | -18.37% | |
| 13 | IXN | Ishares Global Tech ETF | ETF-科技型 | 1.64% | — | -7.66% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.19% | — | -6.26% | |
| 15 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.96% | — | -13.84% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.96% | — | +128.04% | |
| 17 | COMT | Ishares Gsci Commodity Dynam | ETF-避險與商品 | 0.88% | — | -12.63% | |
| 18 | IXG | Ishares Global Financials Et | ETF-其他 | 0.85% | — | +1.13% | |
| 19 | IYE | Ishares U.s. Energy ETF | ETF-其他 | 0.82% | — | -1.37% | |
| 20 | WFC | Wells Fargo & Co | 股票-金融 | 0.79% | — | -5.65% | |
| 21 | MBB | Ishares Mbs ETF | ETF-其他 | 0.77% | — | +3.78% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.76% | — | -1.38% | |
| 23 | FEX | First Trust Large Cap Core A | ETF-大型股與成長 | 0.75% | — | +0.16% | |
| 24 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.64% | — | -3.57% | |
| 25 | SUB | Ishares Short-term National | ETF-其他 | 0.64% | — | +72.04% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.58% | — | -7.05% | |
| 27 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-其他 | 0.55% | — | +21.52% | |
| 28 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.55% | — | +2.58% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.53% | — | +37.62% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.52% | — | +13.65% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.51% | — | +5.30% | |
| 32 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.48% | — | +30.67% | |
| 33 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.48% | — | -6.97% | |
| 34 | FYX | First Trust Small Cap Core A | ETF-中小型股 | 0.47% | — | -0.31% | |
| 35 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 0.46% | — | +60.67% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.46% | — | +7.39% | |
| 37 | EMLP | First Trust North American E | ETF-其他 | 0.44% | — | +1.40% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.43% | — | -3.00% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | — | -2.59% | |
| 40 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.40% | — | -78.90% | |
| 41 | CMDY | Ishares Bloomberg Roll Selec | ETF-其他 | 0.37% | — | — | |
| 42 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.37% | — | -23.99% | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.36% | — | +0.65% | |
| 44 | IVLU | Ishares Msci International V | ETF-其他 | 0.35% | — | +110.61% | |
| 45 | TSLA | Tesla INC | 股票-循環性消費 | 0.35% | — | +6.63% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.34% | — | +20.84% | |
| 47 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.34% | — | -2.84% | |
| 48 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.33% | — | -6.81% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.32% | — | -7.16% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.31% | — | -4.19% |