CIK: 0001399794
申報總市值
US$51.1億
僅顯示前 200 大持股（共 242 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 | 28.84% | +0.10% | -2.14% | |
| 2 | ✓ | 股票-其他 | 9.37% | — | +9.74% | ||
| 3 | ✓ | 股票-其他 | 8.84% | — | +7.30% | ||
| 4 | GEM | Goldman Sachs Activebeta Em | ETF-避險與商品 | 4.73% | — | +26.46% | |
| 5 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 3.99% | — | -2.88% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 3.67% | — | +1.41% | |
| 7 | ✓ | Guggenheim | 股票-其他 | 2.89% | — | +23.26% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.90% | — | +10.80% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 1.37% | — | — | |
| 10 | CCFEUR | Chase CORP | 股票-其他 | 1.37% | — | +45.79% | |
| 11 | ADI | Analog Devices INC | 股票-科技 | 1.35% | — | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.23% | -0.07% | -1.42% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.22% | +3.80% | +44.36% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.19% | — | -27.36% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.95% | +0.08% | -38.64% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.91% | — | -14.57% | |
| 17 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.88% | — | -1.74% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 0.87% | +0.13% | -1.00% | |
| 19 | AAPL | Apple INC | 股票-科技 | 0.75% | -0.23% | -1.08% | |
| 20 | AKAM | Akamai Technologies INC | 股票-科技 | 0.74% | — | — | |
| 21 | EBND | State Street Spdr Bloomberg | ETF-其他 | 0.71% | — | — | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.69% | — | -0.93% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.66% | +0.11% | -1.36% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | +0.05% | -0.93% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | -0.19% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.51% | -0.74% | -0.88% | |
| 27 | INTC | Intel CORP | 股票-科技 | 0.51% | — | -0.88% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.51% | — | -1.18% | |
| 29 | ABBV | Abbvie INC | 股票-醫療保健 | 0.46% | — | +2.86% | |
| 30 | PFE | Pfizer INC | 股票-醫療保健 | 0.39% | — | +2.38% | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.37% | — | -2.38% | |
| 32 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.33% | — | -80.90% | |
| 33 | HD | Home Depot INC | 股票-循環性消費 | 0.33% | -0.15% | -1.21% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.32% | — | — | |
| 35 | UTXZ | United Tech CORP | 股票-其他 | 0.32% | — | -1.18% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.32% | — | -15.77% | |
| 37 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.31% | -0.14% | +2.21% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.31% | — | -6.15% | |
| 39 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.30% | — | -5.91% | |
| 40 | MMM | 3m Co | 股票-工業 | 0.29% | — | -2.55% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.29% | — | — | |
| 42 | SXI | Standex International CORP | 股票-其他 | 0.28% | — | -0.79% | |
| 43 | ADP | Automatic Data Processing | 股票-科技 | 0.27% | -0.05% | -0.28% | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.27% | — | -4.95% | |
| 45 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.27% | +0.04% | -1.10% | |
| 46 | AFL | Aflac INC | 股票-金融 | 0.27% | — | -3.43% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.26% | -0.17% | -2.66% | |
| 48 | TGT | Target CORP | 股票-循環性消費 | 0.26% | — | -1.67% | |
| 49 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.25% | — | -0.10% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.25% | -0.14% | -1.24% |