CIK: 0001555170
申報總市值
US$246.7億
僅顯示前 200 大持股（共 773 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 32.12% | -0.61% | +6.59% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 31.13% | — | +4.52% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 8.40% | — | +4.91% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 6.37% | -0.08% | +0.89% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.47% | — | +2.78% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.08% | — | +4.66% | |
| 7 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.82% | — | +4.92% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.75% | — | +17.14% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.72% | — | -8.66% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.67% | — | -23.43% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.64% | — | -2.49% | |
| 12 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.61% | — | +17.10% | |
| 13 | AAPL | Apple INC | 股票-科技 | 0.49% | -0.13% | +1.78% | |
| 14 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.46% | — | -3.08% | |
| 15 | INTC | Intel CORP | 股票-科技 | 0.38% | — | +3.96% | |
| 16 | T | At&t INC | 股票-通訊服務 | 0.36% | — | -3.55% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.35% | — | -9.74% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.33% | +0.09% | +1.02% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.28% | — | -0.86% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 0.17% | -0.06% | +22.62% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.15% | +0.05% | +8.46% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.15% | -0.20% | +10.02% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.14% | +0.08% | +9.81% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.13% | — | +0.08% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.13% | — | +170.43% | |
| 26 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.12% | — | -17.86% | |
| 27 | SUB | Ishares Short-term National | ETF-其他 | 0.12% | — | +23.43% | |
| 28 | WFC | Wells Fargo & Co | 股票-金融 | 0.11% | — | +0.83% | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.11% | — | — | |
| 30 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.11% | — | +3.27% | |
| 31 | HD | Home Depot INC | 股票-循環性消費 | 0.11% | — | -5.39% | |
| 32 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.10% | — | -2.06% | |
| 33 | WCN | Waste Connections INC | 股票-工業 | 0.09% | — | — | |
| 34 | MO | Altria Group INC | 股票-非循環性消費 | 0.09% | — | -2.90% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.08% | — | +35.11% | |
| 36 | PCG | P G & E CORP | 股票-公用事業 | 0.08% | — | +3.24% | |
| 37 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.07% | — | — | |
| 38 | BA | Boeing Co/the | 股票-工業 | 0.07% | — | +6.43% | |
| 39 | EIX | Edison International | 股票-公用事業 | 0.07% | — | -1.07% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.07% | — | -43.88% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.07% | — | -8.54% | |
| 42 | IDV | Ishares International Select | ETF-其他 | 0.07% | — | -11.04% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.07% | — | -0.21% | |
| 44 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.07% | — | -0.99% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.07% | — | — | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.07% | — | +4.39% | |
| 47 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.06% | — | -0.57% | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.06% | — | -5.31% | |
| 49 | MDT | Medtronic plc | 股票-醫療保健 | 0.06% | — | +0.48% | |
| 50 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.06% | — | -31.22% |