CIK: 0001624758
申報總市值
US$38.1億
僅顯示前 200 大持股（共 383 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 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 5.56% | — | +2.81% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 5.42% | — | +2.55% | |
| 3 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 5.20% | — | -3.85% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 5.17% | +0.88% | NEW | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 5.06% | — | +0.88% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 4.92% | +0.57% | NEW | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.18% | — | -4.97% | |
| 8 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 2.91% | — | +0.07% | |
| 9 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.90% | — | -0.71% | |
| 10 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.89% | — | +1.44% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.87% | — | +5.76% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.80% | — | +4.65% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.80% | — | +233.74% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.71% | — | -2.91% | |
| 15 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.15% | — | -1.95% | |
| 16 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.13% | — | +0.11% | |
| 17 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.10% | — | +3.86% | |
| 18 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.01% | — | +4.90% | |
| 19 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.92% | — | +1.46% | |
| 20 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 0.87% | — | -6.19% | |
| 21 | MBB | Ishares Mbs ETF | ETF-其他 | 0.81% | — | -0.06% | |
| 22 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.76% | — | -5.57% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.74% | — | -3.46% | |
| 24 | AEP | American Electric Power | 股票-公用事業 | 0.73% | +0.50% | NEW | |
| 25 | WM | Waste Management INC | 股票-工業 | 0.71% | — | +240.86% | |
| 26 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.68% | — | — | |
| 27 | CAH | Cardinal Health INC | 股票-醫療保健 | 0.67% | — | +1.66% | |
| 28 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.66% | — | +397.29% | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.66% | — | +3.45% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.65% | — | +17.38% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.63% | +3.19% | NEW | |
| 32 | PSX | Phillips 66 | 股票-能源 | 0.63% | — | +0.12% | |
| 33 | PEP | Pepsico INC | 股票-非循環性消費 | 0.62% | — | -0.71% | |
| 34 | LEA | Lear CORP | 股票-循環性消費 | 0.62% | — | -0.49% | |
| 35 | MAS | Masco CORP | 股票-工業 | 0.62% | — | +0.71% | |
| 36 | ICE | Intercontinental Exchange In | 股票-金融 | 0.60% | — | +378.52% | |
| 37 | BXP | Bxp INC | 股票-房地產 | 0.59% | — | +1.11% | |
| 38 | GSY | Invesco Ultra Short Duration ETF | ETF-其他 | 0.59% | — | +13.40% | |
| 39 | MHK | Mohawk Industries INC | 股票-循環性消費 | 0.58% | — | +1.00% | |
| 40 | BIIB | Biogen INC | 股票-醫療保健 | 0.58% | — | +3.46% | |
| 41 | MCHP | Microchip Technology INC | 股票-科技 | 0.58% | — | +1.10% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | — | +2.36% | |
| 43 | WOO | Foot Locker INC | 股票-其他 | 0.57% | — | +1.30% | |
| 44 | DAL | Delta Air Lines INC | 股票-工業 | 0.56% | — | +4301.60% | |
| 45 | AAPL | Apple INC | 股票-科技 | 0.54% | +1.33% | NEW | |
| 46 | VMC | Vulcan Materials Co | 股票-原物料 | 0.54% | — | — | |
| 47 | CHD | Church & Dwight Co INC | 股票-非循環性消費 | 0.54% | — | -20.02% | |
| 48 | CB | Chubb Limited | 股票-金融 | 0.53% | — | — | |
| 49 | ✓ | 股票-其他 | 0.49% | — | +6.26% | ||
| 50 | MSFT | Microsoft CORP | 股票-科技 | 0.48% | +1.19% | NEW |