CIK: 0001651960
申報總市值
US$2.8億
| # | 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 | KO | Coca-cola Co/the | 股票-非循環性消費 | 18.42% | +1.25% | +0.00% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 9.54% | — | -0.84% | |
| 3 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 8.18% | — | +5.80% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 6.53% | -0.37% | +5.28% | |
| 5 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 5.62% | — | +51.11% | |
| 6 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 3.40% | — | -1.96% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.13% | — | +469.94% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.92% | — | +7.56% | |
| 9 | CELH | Celsius Holdings INC | 股票-非循環性消費 | 1.50% | — | — | |
| 10 | MMM | 3m Co | 股票-工業 | 1.34% | — | — | |
| 11 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.24% | — | -18.14% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.20% | -1.55% | -0.60% | |
| 13 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.14% | — | +0.68% | |
| 14 | BBTUSD | Bb&t CORP | 股票-其他 | 1.01% | — | — | |
| 15 | ATMP | Ipath Select Mlp Etn | ETF-其他 | 0.97% | — | +1.22% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.94% | — | +0.04% | |
| 17 | TMLP | Tortoise MLP ETF | ETF-其他 | 0.87% | — | +2.19% | |
| 18 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 0.84% | — | +1.64% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.83% | — | +4.62% | |
| 20 | XLF | Ss Financial Select Sector | ETF-其他 | 0.81% | -0.26% | +8.75% | |
| 21 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股與成長 | 0.81% | — | -19.96% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.79% | — | +4.87% | |
| 23 | FMUSD | Ishares Msci Frontier 100 | ETF-其他 | 0.78% | — | +1.06% | |
| 24 | BSL | Blackstone Snr Fltng Rt | 股票-其他 | 0.78% | — | -0.52% | |
| 25 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.78% | — | +66.99% | |
| 26 | IBND | State Street Spdr Bloomberg | ETF-其他 | 0.74% | — | +1.11% | |
| 27 | XLB | Ss Materials Select Sector | ETF-其他 | 0.74% | — | +1.47% | |
| 28 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型股 | 0.74% | — | +1.46% | |
| 29 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.73% | — | +2.43% | |
| 30 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興市場 | 0.73% | — | +2.25% | |
| 31 | BWX | State Street Spdr Bloomberg | ETF-其他 | 0.73% | — | +1.08% | |
| 32 | ✓ | Invesco Intl Developed Low Vol | 股票-其他 | 0.72% | — | +3.51% | |
| 33 | CBOE | Cboe Global Markets INC | 股票-金融 | 0.72% | — | — | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.72% | — | +2.33% | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.71% | — | +1.89% | |
| 36 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.71% | — | +1.11% | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.71% | — | +1.19% | |
| 38 | MS | Morgan Stanley | 股票-金融 | 0.69% | — | -0.65% | |
| 39 | SFLY | Shutterfly LLC | 股票-其他 | 0.69% | — | -0.86% | |
| 40 | DBAUSD | Invesco Db Agriculture Fund | ETF-其他 | 0.68% | — | +1.24% | |
| 41 | FLO | Flowers Foods INC | 股票-非循環性消費 | 0.66% | — | +0.97% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | +0.25% | +0.09% | |
| 43 | AXP | American Express Co | 股票-金融 | 0.64% | — | — | |
| 44 | XLE | Ss Energy Select Sector | ETF-其他 | 0.62% | — | +2.05% | |
| 45 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.59% | — | -2.65% | |
| 46 | HD | Home Depot INC | 股票-循環性消費 | 0.59% | -0.30% | -10.23% | |
| 47 | CUZ | Cousins Properties Incorporated | 股票-房地產 | 0.57% | — | — | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.48% | — | -3.66% | |
| 49 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.46% | — | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | -14.60% |