CIK: 0001598186
申報總市值
US$19.8億
僅顯示前 200 大持股（共 380 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 45.35% | +9.26% | -17.47% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 7.00% | -0.09% | -54.65% | |
| 3 | BWX | State Street Spdr Bloomberg | ETF-其他 | 2.67% | -0.17% | -11.61% | |
| 4 | IGOV | Ishares International Treasu | ETF-其他 | 2.39% | -0.09% | +14.85% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.70% | — | -0.17% | |
| 6 | MBB | Ishares Mbs ETF | ETF-其他 | 1.68% | — | +0.19% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.91% | — | -58.07% | |
| 8 | AAPL | Apple INC | 股票-科技 | 0.87% | -0.22% | +0.87% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 0.77% | -0.42% | +5.68% | |
| 10 | IBND | State Street Spdr Bloomberg | ETF-其他 | 0.66% | — | -19.38% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.64% | — | +1.69% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.62% | -0.06% | +6.55% | |
| 13 | ✓ | Powershares | 股票-其他 | 0.55% | — | +32.48% | |
| 14 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.50% | — | +4.88% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.49% | +0.06% | +8.37% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | +0.10% | +3.28% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | — | +7.98% | |
| 18 | T | At&t INC | 股票-通訊服務 | 0.42% | — | +4.19% | |
| 19 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.41% | — | +0.36% | |
| 20 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.41% | -0.06% | -1.25% | |
| 21 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.39% | — | +0.36% | |
| 22 | HD | Home Depot INC | 股票-循環性消費 | 0.38% | — | +0.43% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.36% | — | +6.63% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.36% | +0.72% | +68.03% | |
| 25 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興市場 | 0.35% | -0.07% | +20.53% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.35% | +0.06% | +10.63% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.35% | — | +6.64% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.35% | -0.14% | +12.33% | |
| 29 | PFE | Pfizer INC | 股票-醫療保健 | 0.33% | — | +1.61% | |
| 30 | ACN | Accenture plc | 股票-科技 | 0.32% | — | +0.32% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.32% | -0.09% | +22.78% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.31% | — | +5.99% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.30% | — | +6.22% | |
| 34 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.29% | -0.11% | -4.21% | |
| 35 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.29% | — | — | |
| 36 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.29% | — | +0.88% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.29% | — | -77.52% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.28% | — | +6.60% | |
| 39 | INDA | Ishares Msci India ETF | ETF-其他 | 0.28% | -0.09% | -40.90% | |
| 40 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.28% | — | +2.77% | |
| 41 | CSCO | Cisco Systems INC | 股票-科技 | 0.28% | — | +8.45% | |
| 42 | WMT | Walmart INC | 股票-非循環性消費 | 0.28% | +0.05% | +5.53% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.27% | — | -0.27% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.27% | — | +1.41% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.26% | — | -69.10% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.25% | — | -2.26% | |
| 47 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.25% | — | +8.35% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.24% | — | +0.30% | |
| 49 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.24% | — | -5.95% | |
| 50 | QCOM | Qualcomm INC | 股票-科技 | 0.24% | — | +3.82% |