CIK: 0001632187
申報總市值
US$8.4億
僅顯示前 200 大持股（共 465 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 | 6.72% | -0.14% | -2.36% | |
| 2 | IBM | Intl Business Machines CORP | 股票-科技 | 4.60% | -0.61% | -0.02% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.06% | — | -16.58% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.54% | — | +4.42% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.44% | — | +3.77% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.40% | -0.83% | +3.91% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.06% | +0.20% | +3.86% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.03% | +0.33% | -1.04% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.88% | +0.33% | +5.95% | |
| 10 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.82% | — | +5.14% | |
| 11 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.78% | — | +5.82% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.71% | -0.11% | -0.81% | |
| 13 | T | At&t INC | 股票-通訊服務 | 1.70% | +0.07% | +3.38% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.63% | — | — | |
| 15 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.59% | — | +0.74% | |
| 16 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.47% | +0.22% | +4.37% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.45% | — | +36.57% | |
| 18 | CBU | Community Financial System I | 股票-其他 | 1.44% | — | +34.07% | |
| 19 | PEP | Pepsico INC | 股票-非循環性消費 | 1.41% | +0.09% | +3.09% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.41% | — | -1.70% | |
| 21 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.39% | — | +2.26% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.38% | -0.08% | +19.00% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.34% | — | +3.17% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.33% | — | +5.64% | |
| 25 | INTC | Intel CORP | 股票-科技 | 1.27% | — | +3.20% | |
| 26 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.21% | +0.21% | +3.20% | |
| 27 | MMM | 3m Co | 股票-工業 | 1.10% | — | +0.10% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 1.05% | -0.73% | +7.61% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.00% | — | -54.95% | |
| 30 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.99% | — | -0.87% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.98% | — | -19.26% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.91% | — | +2.05% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | -0.23% | +7.62% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.87% | — | +0.63% | |
| 35 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.82% | — | +1.00% | |
| 36 | PFE | Pfizer INC | 股票-醫療保健 | 0.82% | — | +8.37% | |
| 37 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.81% | — | -12.13% | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.80% | -0.09% | +1.64% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.76% | +0.22% | +5.20% | |
| 40 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.75% | — | -0.18% | |
| 41 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.74% | — | +0.27% | |
| 42 | UTXZ | United Tech CORP | 股票-其他 | 0.73% | — | +5.56% | |
| 43 | BND | Vanguard Total Bond Market | ETF-其他 | 0.70% | — | +1.08% | |
| 44 | DOW | Dow Chem Co | 股票-原物料 | 0.69% | — | +4.00% | |
| 45 | D | Dominion Energy INC | 股票-公用事業 | 0.69% | — | +4.92% | |
| 46 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.64% | — | +7.42% | |
| 47 | ITW | Illinois Tool Works | 股票-工業 | 0.60% | — | +0.04% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.58% | — | +8.98% | |
| 49 | WMT | Walmart INC | 股票-非循環性消費 | 0.58% | +0.11% | +3.99% | |
| 50 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.55% | — | +2.06% |