CIK: 0001555170
申報總市值
US$246.7億
僅顯示前 200 大持股(共 1018 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 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 21.77% | — | +5.28% | |
| 2 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 15.40% | — | +2.49% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 7.71% | — | +8.56% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 6.39% | — | -0.25% | |
| 5 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 5.21% | — | +10.28% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 4.29% | +0.03% | +3.88% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 4.04% | — | +9.31% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.71% | -0.61% | -2.51% | |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 2.51% | — | +73.09% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.45% | -0.08% | -0.11% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 2.34% | — | +4.63% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.02% | — | -1.30% | |
| 13 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.98% | — | +0.44% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.82% | -0.48% | +1.03% | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.54% | — | +1.19% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.45% | — | -2.07% | |
| 17 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.13% | — | +20.26% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.88% | — | -2.83% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.86% | -0.20% | -0.20% | |
| 20 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-其他 | 0.82% | — | +2.44% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.71% | — | +0.57% | |
| 22 | T | At&t INC | 股票-通訊服務 | 0.62% | — | +3.08% | |
| 23 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.60% | — | -75.14% | |
| 24 | SUB | Ishares Short-term National | ETF-其他 | 0.54% | — | +50.92% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.54% | — | -3.89% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.50% | — | -6.80% | |
| 27 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.49% | — | +5.46% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.37% | -0.13% | -5.43% | |
| 29 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.31% | — | -0.03% | |
| 30 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.30% | — | -34.73% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.30% | — | -4.55% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.30% | — | +0.57% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.23% | — | +1.07% | |
| 34 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.23% | — | +7.55% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.22% | — | -3.20% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.21% | — | -2.17% | |
| 37 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.21% | — | -83.79% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.21% | — | -13.56% | |
| 39 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.18% | — | -4.16% | |
| 40 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.18% | — | +11.63% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.17% | +0.09% | -15.24% | |
| 42 | RDIV | Invesco S&p Ultra Dividend | ETF-其他 | 0.15% | +0.16% | +15.72% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.15% | — | -0.24% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.10% | — | -2.79% | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.09% | — | -14.12% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.09% | +0.05% | -8.89% | |
| 47 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.09% | — | +1.28% | |
| 48 | HD | Home Depot INC | 股票-循環性消費 | 0.08% | — | -0.98% | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.08% | — | +71.66% | |
| 50 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.08% | — | -1.35% |