CIK: 0001632187
申報總市值
US$8.4億
僅顯示前 200 大持股（共 470 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 | 6.45% | -0.14% | +4.56% | |
| 2 | IBM | Intl Business Machines CORP | 股票-科技 | 4.87% | -0.61% | -0.54% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.70% | — | +0.79% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.34% | — | +24.57% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.68% | +0.33% | +23.09% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.54% | -0.83% | -0.29% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.06% | +0.20% | -1.24% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 2.03% | +0.33% | +0.84% | |
| 9 | T | At&t INC | 股票-通訊服務 | 1.99% | +0.07% | +2.08% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.97% | — | -0.05% | |
| 11 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.71% | — | -0.73% | |
| 12 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.67% | +0.22% | +2.50% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.64% | — | — | |
| 14 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-其他 | 1.54% | — | +42.04% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.48% | -0.08% | -1.63% | |
| 16 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.45% | — | -0.58% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.45% | — | -1.36% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.38% | -0.11% | +0.28% | |
| 19 | PEP | Pepsico INC | 股票-非循環性消費 | 1.36% | +0.09% | +0.17% | |
| 20 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.30% | — | -0.13% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.28% | — | -1.37% | |
| 22 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.26% | +0.21% | -0.10% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.25% | — | -0.08% | |
| 24 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.24% | — | +2.81% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.21% | — | -3.24% | |
| 26 | INTC | Intel CORP | 股票-科技 | 1.21% | — | -0.78% | |
| 27 | MMM | 3m Co | 股票-工業 | 1.11% | — | -1.57% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | -0.23% | -3.81% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 1.01% | — | +1.73% | |
| 30 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資等級公司債 | 1.01% | — | +12.09% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.97% | -0.73% | -1.53% | |
| 32 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.91% | — | +3.45% | |
| 33 | ABBV | Abbvie INC | 股票-醫療保健 | 0.90% | -0.09% | +11.21% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.87% | +0.22% | -1.69% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.87% | — | -1.09% | |
| 36 | DOW | Dow Chem Co | 股票-原物料 | 0.83% | — | +4.41% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.79% | — | -0.34% | |
| 38 | JPIN | JPM Diversified Ret Intl Eq | ETF-其他 | 0.78% | — | +24.90% | |
| 39 | PFE | Pfizer INC | 股票-醫療保健 | 0.78% | — | +1.31% | |
| 40 | UTXZ | United Tech CORP | 股票-其他 | 0.76% | — | -0.78% | |
| 41 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.75% | — | — | |
| 42 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.70% | — | -0.19% | |
| 43 | ITW | Illinois Tool Works | 股票-工業 | 0.70% | — | -1.89% | |
| 44 | D | Dominion Energy INC | 股票-公用事業 | 0.69% | — | -0.29% | |
| 45 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.68% | — | -3.18% | |
| 46 | NUE | Nucor CORP | 股票-原物料 | 0.65% | — | -1.96% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.64% | — | -0.05% | |
| 48 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.63% | — | +1.48% | |
| 49 | NBTB | N B T Bancorp INC | 股票-其他 | 0.59% | — | -1.69% | |
| 50 | WMT | Walmart INC | 股票-非循環性消費 | 0.59% | +0.11% | -0.88% |