CIK: 0001555170
申報總市值
US$246.7億
僅顯示前 200 大持股（共 657 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 | 23.93% | — | +43.79% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 22.43% | -0.61% | +33.93% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 9.00% | — | +55.16% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 8.35% | — | +114.92% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 6.64% | -0.08% | +255.59% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 4.95% | — | +48.75% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.05% | — | +17.76% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.91% | — | -14.73% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.70% | — | +24.20% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.67% | — | +207.96% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.23% | — | -32.10% | |
| 12 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 1.03% | — | +108.35% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.89% | — | +128.58% | |
| 14 | EWX | State Street Spdr S&p Emergi | ETF-其他 | 0.86% | — | -9.10% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.70% | — | -15.54% | |
| 16 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.66% | — | -3.89% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.61% | — | +26.05% | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.52% | -0.13% | +32.14% | |
| 19 | T | At&t INC | 股票-通訊服務 | 0.50% | — | +6.11% | |
| 20 | INTC | Intel CORP | 股票-科技 | 0.43% | — | -0.06% | |
| 21 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.38% | — | — | |
| 22 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.36% | — | +2.85% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.28% | +0.09% | +2.68% | |
| 24 | IDV | Ishares International Select | ETF-其他 | 0.21% | — | -22.26% | |
| 25 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興市場 | 0.21% | — | -25.40% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.19% | +0.08% | -0.64% | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.19% | — | +0.24% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.18% | — | — | |
| 29 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.18% | — | +67.11% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.18% | — | -28.13% | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.17% | -0.06% | +7.47% | |
| 32 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.15% | — | +6.00% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.15% | -0.20% | -0.45% | |
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 0.14% | — | -6.36% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.13% | — | +3.19% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.13% | +0.05% | +3.02% | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.13% | — | +15.05% | |
| 38 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.12% | — | +11.46% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.12% | — | +6.46% | |
| 40 | MO | Altria Group INC | 股票-非循環性消費 | 0.11% | — | +10.06% | |
| 41 | HD | Home Depot INC | 股票-循環性消費 | 0.11% | — | +0.06% | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.11% | — | — | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.10% | — | +5.38% | |
| 44 | SUB | Ishares Short-term National | ETF-其他 | 0.10% | — | +17.33% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.10% | — | +3.02% | |
| 46 | EIX | Edison International | 股票-公用事業 | 0.09% | — | +2.96% | |
| 47 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.09% | — | +24.79% | |
| 48 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.09% | — | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.09% | — | -10.34% | |
| 50 | VOD | Vodafone Group Plc-sp Adr | 股票-通訊服務 | 0.08% | — | +2.85% |