CIK: 0001610769
申報總市值
US$41.2億
僅顯示前 200 大持股（共 277 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.67% | -0.67% | EXIT | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.73% | +0.61% | +14.60% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.46% | +0.10% | -0.08% | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 3.27% | — | -1.96% | |
| 5 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股與成長 | 3.11% | — | +9.00% | |
| 6 | ✓ | PayPal Holdings, Inc. | 股票-其他 | 2.37% | — | -8.87% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.17% | — | -3.27% | |
| 8 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.16% | — | +0.46% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.54% | — | -12.89% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.49% | +0.13% | -7.26% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.47% | -0.39% | EXIT | |
| 12 | USB | US Bancorp | 股票-金融 | 1.46% | — | -7.53% | |
| 13 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 1.45% | — | -27.10% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.43% | -3.07% | EXIT | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.39% | — | -19.38% | |
| 16 | EBAY | Ebay INC | 股票-循環性消費 | 1.38% | — | -16.22% | |
| 17 | EPD | Enterprise Products Partners | 股票-能源 | 1.37% | — | -6.52% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.32% | — | -1.76% | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 1.29% | — | -0.75% | |
| 20 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.28% | — | -9.24% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.25% | — | -0.69% | |
| 22 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.20% | — | -10.76% | |
| 23 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 1.16% | — | — | |
| 24 | EXPD | Expeditors Intl Wash INC | 股票-工業 | 1.13% | — | +0.33% | |
| 25 | WEP | Magellan Midstream Partners | 股票-其他 | 1.07% | — | -8.83% | |
| 26 | FEZ | State Street Spdr Euro Stoxx | ETF-其他 | 0.93% | — | -24.98% | |
| 27 | PFE | Pfizer INC | 股票-醫療保健 | 0.92% | — | -3.19% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.87% | — | -2.09% | |
| 29 | T | At&t INC | 股票-通訊服務 | 0.86% | — | +11.82% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.85% | — | — | |
| 31 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 0.79% | — | +101.30% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | +0.22% | -0.32% | |
| 33 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.77% | — | -38.74% | |
| 34 | IEV | Ishares Europe ETF | ETF-其他 | 0.76% | — | — | |
| 35 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.73% | — | -1.69% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.68% | -0.06% | -0.95% | |
| 37 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.61% | — | +2.06% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.60% | +0.11% | +1.85% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.58% | -0.05% | +11.20% | |
| 40 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.54% | — | +6.66% | |
| 41 | UPS | United Parcel Service-cl B | 股票-工業 | 0.53% | — | -1.82% | |
| 42 | ✓ | Mplx LP | 股票-其他 | 0.52% | — | -8.80% | |
| 43 | ABBV | Abbvie INC | 股票-醫療保健 | 0.52% | — | -4.94% | |
| 44 | SHLXUSD | Shell Midstream Partners LP | 股票-其他 | 0.52% | — | -6.75% | |
| 45 | WY | Weyerhaeuser Co | 股票-房地產 | 0.52% | — | -2.41% | |
| 46 | DLR | Digital Realty Trust INC | 股票-房地產 | 0.52% | — | -0.04% | |
| 47 | ET | Energy Transfer LP | 股票-能源 | 0.49% | — | -3.36% | |
| 48 | ✓ | 股票-其他 | 0.49% | — | -1.74% | ||
| 49 | QCOM | Qualcomm INC | 股票-科技 | 0.47% | — | -1.52% | |
| 50 | STWD | Starwood Property Trust INC | 股票-房地產 | 0.47% | — | +7.49% |