CIK: 0001399794
申報總市值
US$51.1億
僅顯示前 200 大持股（共 237 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 29.44% | +0.10% | -1.99% | |
| 2 | ✓ | 股票-其他 | 9.05% | — | +2.67% | ||
| 3 | ✓ | 股票-其他 | 8.65% | — | +4.76% | ||
| 4 | GEM | Goldman Sachs Activebeta Em | ETF-避險與商品 | 4.12% | — | +80.78% | |
| 5 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 3.99% | — | -1.04% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 3.50% | — | -0.11% | |
| 7 | ✓ | Guggenheim | 股票-其他 | 2.63% | — | +66.13% | |
| 8 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 2.08% | — | +1.76% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.73% | — | -17.55% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.64% | +0.08% | -20.81% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.60% | — | +0.25% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.25% | -0.07% | -1.55% | |
| 13 | ADI | Analog Devices INC | 股票-科技 | 1.24% | — | — | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.11% | — | -8.31% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.94% | +3.80% | -38.12% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | +0.13% | +0.94% | |
| 17 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.87% | — | +0.59% | |
| 18 | CCFEUR | Chase CORP | 股票-其他 | 0.80% | — | — | |
| 19 | AAPL | Apple INC | 股票-科技 | 0.77% | -0.23% | +4.37% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.76% | — | +3.19% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.71% | +0.11% | +1.09% | |
| 22 | AKAM | Akamai Technologies INC | 股票-科技 | 0.60% | — | — | |
| 23 | INTC | Intel CORP | 股票-科技 | 0.55% | — | +0.31% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | — | +2.58% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | +0.05% | -5.61% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.51% | — | +1.30% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.50% | -0.74% | +3.13% | |
| 28 | ABBV | Abbvie INC | 股票-醫療保健 | 0.46% | — | -1.62% | |
| 29 | PFE | Pfizer INC | 股票-醫療保健 | 0.41% | — | +1.03% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.38% | — | -4.92% | |
| 31 | PKWUSD | Invesco Buyback Achievers Et | ETF-其他 | 0.36% | — | -35.84% | |
| 32 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.34% | -0.14% | -0.86% | |
| 33 | HD | Home Depot INC | 股票-循環性消費 | 0.33% | -0.15% | +7.76% | |
| 34 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.32% | — | +13.43% | |
| 35 | WFC | Wells Fargo & Co | 股票-金融 | 0.31% | — | -1.24% | |
| 36 | UTXZ | United Tech CORP | 股票-其他 | 0.31% | — | +2.51% | |
| 37 | SXI | Standex International CORP | 股票-其他 | 0.31% | — | — | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.30% | — | — | |
| 39 | MMM | 3m Co | 股票-工業 | 0.30% | — | -7.66% | |
| 40 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.30% | +0.04% | +1.29% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.30% | — | — | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.30% | — | +11.67% | |
| 43 | AFL | Aflac INC | 股票-金融 | 0.29% | — | -1.79% | |
| 44 | AMGN | Amgen INC | 股票-醫療保健 | 0.28% | — | +1.01% | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.28% | — | -1.77% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.28% | -0.17% | +3.03% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.26% | -0.14% | +8.68% | |
| 48 | TGT | Target CORP | 股票-循環性消費 | 0.26% | — | -0.51% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.25% | — | -2.11% | |
| 50 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.25% | -0.22% | -1.31% |