CIK: 0001419186
申報總市值
US$388.0億
僅顯示前 200 大持股（共 1462 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.97% | -0.18% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.81% | +0.22% | +3.96% | |
| 3 | AAPL | Apple INC | 股票-科技 | 1.70% | -0.27% | +10.24% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 1.59% | +0.13% | +4.97% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.56% | — | +6.74% | |
| 6 | BACR 8.125 PERP 5 | Barclays Bank PLC | 股票-其他 | 1.40% | — | +2711.91% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.32% | -0.17% | -3.12% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.22% | — | +0.76% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 1.21% | — | +12.04% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.15% | — | +14.00% | |
| 11 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.06% | — | +12.39% | |
| 12 | FSTA | Fidelity Msci Cons Stap Indx | ETF-其他 | 1.02% | — | — | |
| 13 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.98% | — | +30.37% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.98% | — | +11.11% | |
| 15 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.94% | — | +92.14% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 0.93% | — | +12.88% | |
| 17 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.92% | — | +7.92% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.91% | +0.05% | +1.44% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.86% | — | -5.03% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.76% | — | +11.62% | |
| 21 | T | At&t INC | 股票-通訊服務 | 0.71% | — | +7.28% | |
| 22 | FEX | First Trust Large Cap Core A | ETF-大型股與成長 | 0.70% | — | +694.14% | |
| 23 | ARL | American Realty Capital Properties Inc | 股票-其他 | 0.69% | — | +23.60% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.67% | — | +8.29% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.65% | — | +0.35% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | -0.13% | +6.82% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.64% | — | +4.14% | |
| 28 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.63% | -0.09% | +6.07% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.62% | — | -28.10% | |
| 30 | BWX | State Street Spdr Bloomberg | ETF-其他 | 0.61% | — | +15.41% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.60% | — | +6.88% | |
| 32 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.56% | — | +2.79% | |
| 33 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.55% | — | +7.19% | |
| 34 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.54% | — | +8.56% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.53% | — | +5.85% | |
| 36 | HYLS | Ft Tactical High Yield ETF | ETF-非投資等級債 | 0.52% | — | +2840.20% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.51% | — | +4.28% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.51% | +0.08% | +2.45% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.50% | — | +203.16% | |
| 40 | MO | Altria Group INC | 股票-非循環性消費 | 0.49% | — | +14.08% | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.48% | -0.36% | +8.37% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.47% | +0.07% | -1.47% | |
| 43 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.47% | — | — | |
| 44 | PFE | Pfizer INC | 股票-醫療保健 | 0.46% | — | +5.12% | |
| 45 | XIGDX | Voya Glbl Eqty Dvd & Prm Opp | 股票-其他 | 0.45% | — | — | |
| 46 | PWVUSD | Invesco Dynamic Large Cap Va | ETF-大型股與成長 | 0.44% | — | +3941.49% | |
| 47 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.43% | — | -4.24% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.41% | — | +25.54% | |
| 49 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.41% | — | +10.95% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.40% | — | +4.99% |