CIK: 0001399794
申報總市值
US$51.1億
僅顯示前 200 大持股（共 224 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 | 26.77% | +0.10% | -45.08% | |
| 2 | USLBUSD | Invesco Russell 1000 Low Bet | ETF-其他 | 9.19% | — | — | |
| 3 | ✓ | Invesco Exchng Traded Fd Tr | 股票-其他 | 6.76% | — | -69.24% | |
| 4 | EQAL | Invesco Russell 1000 Equal W | ETF-其他 | 4.59% | — | — | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.03% | — | — | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.01% | — | — | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.88% | — | +982.85% | |
| 8 | ✓ | Invesco Exchng Traded Fd Tr | 股票-其他 | 2.68% | — | — | |
| 9 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股與成長 | 2.66% | -0.16% | +45.61% | |
| 10 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興市場 | 2.46% | — | — | |
| 11 | MCHI | Ishares Msci China ETF | ETF-新興市場 | 2.43% | — | — | |
| 12 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 2.19% | — | -66.33% | |
| 13 | CCFEUR | Chase CORP | 股票-其他 | 1.42% | — | — | |
| 14 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.25% | — | -60.58% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.20% | -0.07% | -1.11% | |
| 16 | GEM | Goldman Sachs Activebeta Em | ETF-避險與商品 | 1.18% | — | -17.31% | |
| 17 | AAPL | Apple INC | 股票-科技 | 0.89% | -0.23% | -6.37% | |
| 18 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.80% | — | -8.11% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.74% | -0.74% | -2.29% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.73% | +0.11% | +1.30% | |
| 21 | EBND | State Street Spdr Bloomberg | ETF-其他 | 0.73% | — | +3.06% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.70% | — | +5.05% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | — | — | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | +0.05% | -3.79% | |
| 25 | T | At&t INC | 股票-通訊服務 | 0.57% | — | -1.36% | |
| 26 | INTC | Intel CORP | 股票-科技 | 0.55% | — | -4.36% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.53% | — | -42.45% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | +0.13% | -8.82% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.49% | — | — | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.47% | — | -10.64% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.46% | +3.80% | -85.25% | |
| 32 | PFE | Pfizer INC | 股票-醫療保健 | 0.46% | — | -0.19% | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.46% | -0.14% | -1.46% | |
| 34 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.45% | — | — | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.44% | — | — | |
| 36 | XMPT | Vaneck Cef Muni Income ETF | ETF-其他 | 0.44% | — | -38.45% | |
| 37 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.39% | -0.22% | -2.19% | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.37% | — | -1.63% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.35% | — | -99.97% | |
| 40 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.35% | +0.04% | +0.16% | |
| 41 | HD | Home Depot INC | 股票-循環性消費 | 0.34% | -0.15% | -7.93% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.32% | +0.08% | -10.67% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.31% | -0.17% | -51.14% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.30% | — | -2.63% | |
| 45 | ADI | Analog Devices INC | 股票-科技 | 0.29% | — | -12.32% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.29% | -0.14% | — | |
| 47 | AMGN | Amgen INC | 股票-醫療保健 | 0.28% | — | -4.20% | |
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.28% | -0.05% | -7.41% | |
| 49 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.27% | — | -3.26% | |
| 50 | AXP | American Express Co | 股票-金融 | 0.26% | -0.06% | -0.09% |