CIK: 0001555170
申報總市值
US$246.7億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 55.34% | -0.61% | -1.93% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 8.16% | — | -0.58% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.04% | — | +34.11% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.23% | — | +0.32% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.11% | — | +11.76% | |
| 6 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.91% | — | -14.02% | |
| 7 | IDV | Ishares International Select | ETF-其他 | 1.76% | — | +6.63% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.62% | — | +10.16% | |
| 9 | INTC | Intel CORP | 股票-科技 | 1.32% | — | -0.29% | |
| 10 | T | At&t INC | 股票-通訊服務 | 1.15% | — | +0.62% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.13% | -0.13% | -3.86% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.12% | — | -1.88% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 0.94% | +0.09% | +2.96% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.71% | — | +18.62% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 0.62% | -0.06% | -1.05% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.61% | -0.08% | +152.58% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | — | +7.66% | |
| 18 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 0.56% | — | +10.48% | |
| 19 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.56% | — | +188.11% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.55% | — | +23.57% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | +0.08% | -8.73% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.37% | -0.20% | +0.79% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.36% | — | +19.34% | |
| 24 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.35% | — | -2.24% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.35% | — | +185.67% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.34% | — | — | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.34% | +0.05% | -3.53% | |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.32% | — | -1.16% | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.31% | — | +75.55% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.31% | — | +23.73% | |
| 31 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.30% | — | -3.31% | |
| 32 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.30% | — | +29.45% | |
| 33 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.29% | — | -4.95% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.28% | — | -14.38% | |
| 35 | HPE | Hewlett-Packard Company | 股票-科技 | 0.28% | — | +4.91% | |
| 36 | MO | Altria Group INC | 股票-非循環性消費 | 0.26% | — | -1.23% | |
| 37 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.25% | — | +58.49% | |
| 38 | HD | Home Depot INC | 股票-循環性消費 | 0.25% | — | -2.73% | |
| 39 | EIX | Edison International | 股票-公用事業 | 0.25% | — | +0.08% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.24% | — | -3.55% | |
| 41 | PCG | P G & E CORP | 股票-公用事業 | 0.24% | — | -5.06% | |
| 42 | BEN | Franklin Resources INC | 股票-金融 | 0.23% | — | — | |
| 43 | SO | Southern Co/the | 股票-公用事業 | 0.22% | — | +0.09% | |
| 44 | VOD | Vodafone Group Plc-sp Adr | 股票-通訊服務 | 0.21% | — | +0.74% | |
| 45 | MDT | Medtronic plc | 股票-醫療保健 | 0.19% | — | +0.47% | |
| 46 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 0.19% | — | +20.75% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.19% | — | -15.80% | |
| 48 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.19% | — | +7.03% | |
| 49 | WFC | Wells Fargo & Co | 股票-金融 | 0.18% | — | +0.52% | |
| 50 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.17% | — | +2.27% |