CIK: 0001399794
申報總市值
US$51.1億
僅顯示前 200 大持股（共 227 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 | 30.82% | +0.10% | -1.51% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 9.89% | — | +10.78% | |
| 3 | EQAL | Invesco Russell 1000 Equal W | ETF-其他 | 4.93% | — | -1.48% | |
| 4 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股與成長 | 3.86% | -0.16% | +3.74% | |
| 5 | USLBUSD | Invesco Russell 1000 Low Bet | ETF-其他 | 3.68% | — | -37.64% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 3.23% | +3.80% | +14.24% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.51% | — | +12.89% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.48% | — | -16.36% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.39% | — | +1.67% | |
| 10 | CCFEUR | Chase CORP | 股票-其他 | 2.14% | — | -0.67% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.79% | -0.23% | -6.38% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.64% | -0.07% | -0.06% | |
| 13 | ✓ | Invesco Exchng Traded Fd Tr | 股票-其他 | 1.30% | — | -44.51% | |
| 14 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 1.18% | — | -34.44% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.06% | -0.74% | -0.56% | |
| 16 | GEM | Goldman Sachs Activebeta Em | ETF-避險與商品 | 1.03% | — | -4.91% | |
| 17 | IDLV | Invesco S&p International De | ETF-其他 | 0.98% | — | +1.93% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | +0.05% | -0.13% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.75% | +0.11% | -0.53% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | — | -0.74% | |
| 21 | ✓ | Invesco Exchng Traded Fd Tr | 股票-其他 | 0.68% | — | -23.23% | |
| 22 | INTC | Intel CORP | 股票-科技 | 0.66% | — | -0.54% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.65% | — | -0.17% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.53% | — | +14.27% | |
| 25 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.51% | -0.14% | -0.03% | |
| 26 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.49% | -0.22% | -0.35% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | +0.13% | -11.69% | |
| 28 | HD | Home Depot INC | 股票-循環性消費 | 0.45% | -0.15% | +1.85% | |
| 29 | ADI | Analog Devices INC | 股票-科技 | 0.44% | — | — | |
| 30 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.44% | — | -15.27% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.42% | — | -3.10% | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.41% | — | — | |
| 33 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.41% | +0.04% | -0.53% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.38% | -0.14% | -0.06% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.38% | -0.17% | -0.34% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 0.38% | -0.05% | — | |
| 37 | PFE | Pfizer INC | 股票-醫療保健 | 0.36% | — | -1.25% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.33% | — | -2.26% | |
| 39 | AXP | American Express Co | 股票-金融 | 0.32% | -0.06% | — | |
| 40 | ABBV | Abbvie INC | 股票-醫療保健 | 0.30% | — | -5.25% | |
| 41 | CSCO | Cisco Systems INC | 股票-科技 | 0.29% | — | -8.11% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.28% | +0.08% | -0.81% | |
| 43 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.28% | — | — | |
| 44 | AMGN | Amgen INC | 股票-醫療保健 | 0.28% | — | +0.01% | |
| 45 | UTXZ | United Tech CORP | 股票-其他 | 0.25% | — | -1.69% | |
| 46 | GIS | General Mills INC | 股票-非循環性消費 | 0.25% | — | — | |
| 47 | PEP | Pepsico INC | 股票-非循環性消費 | 0.24% | — | -0.02% | |
| 48 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興市場 | 0.24% | — | -23.64% | |
| 49 | ITW | Illinois Tool Works | 股票-工業 | 0.24% | — | +0.03% | |
| 50 | SXI | Standex International CORP | 股票-其他 | 0.24% | — | — |