CIK: 0001511550
申報總市值
US$6.2億
| # | 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 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 5.26% | +0.11% | +0.14% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 4.88% | +0.22% | +3.35% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-其他 | 3.47% | — | -0.50% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.43% | +0.10% | +1.01% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.39% | -0.12% | -0.58% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 3.16% | — | +7.99% | |
| 7 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 2.91% | — | -0.19% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.89% | — | +0.19% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.87% | -0.22% | +2.83% | |
| 10 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 2.87% | — | -2.88% | |
| 11 | PEP | Pepsico INC | 股票-非循環性消費 | 2.75% | — | +11.31% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.59% | — | +2.37% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.51% | +0.09% | +1.53% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.45% | -0.18% | +2.81% | |
| 15 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 2.32% | +0.07% | +3.48% | |
| 16 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 2.15% | — | +0.11% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.12% | — | +0.52% | |
| 18 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型股 | 1.75% | — | +0.24% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.73% | — | +0.05% | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.68% | -0.44% | +0.33% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.65% | +0.22% | +0.06% | |
| 22 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.55% | — | +0.49% | |
| 23 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.47% | -0.28% | +0.41% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.42% | — | -1.15% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.41% | — | +0.17% | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.31% | +0.03% | -0.58% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.27% | — | -0.71% | |
| 28 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.26% | -0.07% | -6.39% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.21% | +0.12% | +0.37% | |
| 30 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.14% | — | +0.37% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.09% | — | -0.84% | |
| 32 | WRB | Wr Berkley CORP | 股票-金融 | 1.04% | -0.04% | — | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.04% | — | +1.82% | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.99% | — | -7.94% | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.99% | -0.07% | +8.16% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.96% | -0.15% | +0.33% | |
| 37 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.88% | -0.13% | -0.47% | |
| 38 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.88% | — | — | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.86% | — | +2.47% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.79% | — | +0.35% | |
| 41 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.78% | — | +1.01% | |
| 42 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.74% | — | -10.78% | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.73% | — | +0.35% | |
| 44 | PJT | Pjt Partners INC - A | 股票-金融 | 0.72% | -0.19% | — | |
| 45 | PFE | Pfizer INC | 股票-醫療保健 | 0.69% | — | +0.73% | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.68% | +0.21% | +0.75% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.64% | — | +0.35% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.61% | -0.06% | +0.51% | |
| 49 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.57% | — | +2.34% | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.55% | — | +0.90% |