CIK: 0001624758
申報總市值
US$38.1億
僅顯示前 200 大持股（共 387 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 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 11.82% | — | -1.86% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 5.38% | — | +10.53% | |
| 3 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 4.54% | — | +13.13% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 4.26% | +0.88% | NEW | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 4.18% | +0.57% | NEW | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.89% | — | +6.33% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 3.82% | — | +8.54% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.72% | — | +5.95% | |
| 9 | BWX | State Street Spdr Bloomberg | ETF-其他 | 2.43% | — | +9.89% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.68% | — | +10.93% | |
| 11 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.56% | — | +10.48% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.55% | — | +10.89% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.41% | — | +8.11% | |
| 14 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.32% | — | +6.81% | |
| 15 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.05% | — | +7.25% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.00% | — | +2.80% | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.95% | — | +11.10% | |
| 18 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.94% | — | +11.38% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.83% | — | +6.46% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.81% | — | +5.13% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.79% | — | +5.75% | |
| 22 | IGE | Ishares North American Natur | ETF-其他 | 0.78% | — | +4.57% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.78% | — | +4.60% | |
| 24 | AEP | American Electric Power | 股票-公用事業 | 0.74% | +0.50% | NEW | |
| 25 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.74% | — | +4.95% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.74% | — | +8.21% | |
| 27 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.71% | — | +11.72% | |
| 28 | GSG | Ishares S&p Gsci Commodity I | ETF-避險與商品 | 0.71% | — | +12.79% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | — | +5.34% | |
| 30 | ZTS | Zoetis INC | 股票-醫療保健 | 0.64% | — | +3.91% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.64% | — | +4.80% | |
| 32 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.62% | — | -7.80% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | — | +563.74% | |
| 34 | WOO | Foot Locker INC | 股票-其他 | 0.60% | — | +5.04% | |
| 35 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.60% | — | -10.11% | |
| 36 | DWX | State Street Spdr S&p Intern | ETF-其他 | 0.59% | — | +10.24% | |
| 37 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.58% | — | +0.09% | |
| 38 | PEP | Pepsico INC | 股票-非循環性消費 | 0.58% | — | +4.16% | |
| 39 | EBAY | Ebay INC | 股票-循環性消費 | 0.57% | — | +6.00% | |
| 40 | IVZ | Invesco Ltd. | 股票-金融 | 0.57% | — | +6.37% | |
| 41 | RMD | Resmed INC | 股票-醫療保健 | 0.55% | — | +5.51% | |
| 42 | CHD | Church & Dwight Co INC | 股票-非循環性消費 | 0.55% | — | +10.41% | |
| 43 | MET | Metlife INC | 股票-金融 | 0.55% | — | +12.96% | |
| 44 | ✓ | Cbs CORP New | 股票-其他 | 0.54% | — | +17.53% | |
| 45 | PWR | Quanta Services INC | 股票-工業 | 0.54% | — | — | |
| 46 | QCOM | Qualcomm INC | 股票-科技 | 0.54% | — | +14.04% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.54% | +3.19% | NEW | |
| 48 | MCHP | Microchip Technology INC | 股票-科技 | 0.53% | — | +6.60% | |
| 49 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.53% | — | +10.21% | |
| 50 | UPS | United Parcel Service-cl B | 股票-工業 | 0.52% | — | +11.04% |