CIK: 0001534468
申報總市值
US$202.0億
僅顯示前 200 大持股（共 989 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 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 2.50% | — | -0.79% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.32% | +0.08% | +24.57% | |
| 3 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 2.20% | — | -2.36% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.06% | +0.11% | -2.98% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.04% | — | +4.55% | |
| 6 | AAPL | Apple INC | 股票-科技 | 1.99% | -0.54% | -5.57% | |
| 7 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.98% | — | -12.81% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.83% | — | -2.00% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 1.74% | — | -5.69% | |
| 10 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 1.74% | — | -4.53% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.44% | -0.02% | +27.30% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.43% | -0.17% | +2.58% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.26% | — | +2.54% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.13% | -0.05% | +3.27% | |
| 15 | ✓ | Exchange Listed Fds Tr | 股票-其他 | 1.04% | — | +10.59% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.03% | +0.09% | -4.57% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.02% | — | +22.84% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.96% | +0.06% | -4.46% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.90% | — | +8.01% | |
| 20 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.90% | — | +1.86% | |
| 21 | T | At&t INC | 股票-通訊服務 | 0.89% | — | -7.32% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | — | -6.21% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.86% | — | -1.46% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.82% | — | -5.97% | |
| 25 | O | Realty Income CORP | 股票-房地產 | 0.77% | — | -0.48% | |
| 26 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.72% | — | +1.90% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.71% | — | +0.42% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.70% | — | -0.53% | |
| 29 | DHS | Wisdomtree US High Dividend | ETF-其他 | 0.68% | — | +2.37% | |
| 30 | VTV | Vanguard Value ETF | ETF-其他 | 0.63% | +0.01% | +3.26% | |
| 31 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.60% | — | +0.89% | |
| 32 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.59% | — | -6.56% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.59% | — | +24.19% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.58% | — | -1.52% | |
| 35 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-其他 | 0.57% | — | -1.48% | |
| 36 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.55% | — | -0.65% | |
| 37 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.52% | +0.15% | -1.55% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.51% | — | -2.13% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.51% | +0.06% | -0.72% | |
| 40 | MMM | 3m Co | 股票-工業 | 0.51% | — | -2.94% | |
| 41 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.51% | — | -0.05% | |
| 42 | PFE | Pfizer INC | 股票-醫療保健 | 0.50% | — | -1.51% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.48% | — | -2.23% | |
| 44 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.47% | — | +5.77% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.46% | — | +8.66% | |
| 46 | BA | Boeing Co/the | 股票-工業 | 0.46% | — | -10.09% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.45% | +0.11% | -4.92% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.45% | — | +19.49% | |
| 49 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.42% | — | +159.91% | |
| 50 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.42% | — | +1.68% |