CIK: 0001632187
申報總市值
US$8.4億
僅顯示前 200 大持股（共 373 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 | 7.32% | -0.14% | -7.45% | |
| 2 | IBM | Intl Business Machines CORP | 股票-科技 | 5.32% | -0.61% | -1.24% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.27% | — | +0.39% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.70% | -0.83% | -1.06% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.52% | — | +1.33% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.39% | — | -0.14% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.20% | +0.33% | -0.02% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.90% | -0.11% | -0.15% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.87% | — | -2.94% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.77% | +0.33% | +3.69% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.68% | +0.20% | +0.96% | |
| 12 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.66% | — | -0.39% | |
| 13 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.58% | — | — | |
| 14 | T | At&t INC | 股票-通訊服務 | 1.58% | +0.07% | +1.59% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.49% | — | -0.07% | |
| 16 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.41% | — | +3.42% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.38% | — | +0.19% | |
| 18 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.34% | +0.22% | +0.26% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.22% | — | +0.02% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.19% | -0.08% | -2.72% | |
| 21 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 1.17% | — | +0.64% | |
| 22 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.17% | — | +2.16% | |
| 23 | PEP | Pepsico INC | 股票-非循環性消費 | 1.16% | +0.09% | -1.68% | |
| 24 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.15% | +0.21% | +7.02% | |
| 25 | MMM | 3m Co | 股票-工業 | 1.13% | — | -3.16% | |
| 26 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.13% | — | -46.79% | |
| 27 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 1.07% | — | +0.32% | |
| 28 | CBU | Community Financial System I | 股票-其他 | 1.06% | — | -1.09% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.05% | — | -2.62% | |
| 30 | INTC | Intel CORP | 股票-科技 | 1.03% | — | +2.03% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.97% | — | +38.78% | |
| 32 | ✓ | Guggenheim S&p 500 Pure Growth | 股票-其他 | 0.90% | — | — | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.88% | — | -51.63% | |
| 34 | ABBV | Abbvie INC | 股票-醫療保健 | 0.87% | -0.09% | +0.28% | |
| 35 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.85% | — | -2.49% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.83% | — | +4.27% | |
| 37 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.80% | — | +1.30% | |
| 38 | UTXZ | United Tech CORP | 股票-其他 | 0.78% | — | -1.00% | |
| 39 | PFE | Pfizer INC | 股票-醫療保健 | 0.77% | — | -0.31% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | -0.23% | +4.21% | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.76% | -0.73% | +0.15% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.76% | +0.22% | +1.48% | |
| 43 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.73% | — | -0.75% | |
| 44 | BND | Vanguard Total Bond Market | ETF-其他 | 0.70% | — | -1.94% | |
| 45 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.65% | — | — | |
| 46 | COP | Conocophillips | 股票-能源 | 0.64% | — | +3.54% | |
| 47 | D | Dominion Energy INC | 股票-公用事業 | 0.62% | — | +0.23% | |
| 48 | WMT | Walmart INC | 股票-非循環性消費 | 0.60% | +0.11% | -3.26% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.58% | — | — | |
| 50 | PXF | Invesco Ftse Rafi Developed | ETF-其他 | 0.58% | — | +0.68% |