CIK: 0001596920
申報總市值
US$2.2億
| # | 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 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 19.36% | -0.01% | +26.52% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 13.10% | — | +17.17% | |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 9.77% | — | -2.56% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 9.44% | — | -9.19% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 6.95% | — | -18.90% | |
| 6 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 6.64% | — | +5.07% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.88% | +1.76% | -32.63% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.92% | — | +29.14% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.91% | — | -28.49% | |
| 10 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.84% | — | — | |
| 11 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.70% | — | -33.62% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.45% | — | -36.64% | |
| 13 | ✓ | Claymore Exchange Trd Fd Tr | 股票-其他 | 1.05% | — | +23.82% | |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.03% | — | — | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.93% | — | — | |
| 16 | UWM | Proshares Ultra Russell2000 | ETF-其他 | 0.89% | — | -6.40% | |
| 17 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.84% | — | — | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.77% | — | — | |
| 19 | CAT | Caterpillar INC | 股票-工業 | 0.76% | +0.29% | — | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.69% | — | +42559.52% | |
| 21 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.68% | — | — | |
| 22 | QLD | Proshares Ultra Qqq | ETF-其他 | 0.65% | +0.35% | +0.36% | |
| 23 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.65% | +0.14% | +1.65% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.60% | — | -4.08% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.46% | — | +352.15% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.45% | — | -3.84% | |
| 27 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.33% | — | — | |
| 28 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.32% | — | +1122.89% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.27% | — | -4.27% | |
| 30 | ✓ | Proshares Tr | 股票-其他 | 0.26% | — | — | |
| 31 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.24% | — | — | |
| 32 | PFE | Pfizer INC | 股票-醫療保健 | 0.24% | — | +208.02% | |
| 33 | PM | Philip Morris International | 股票-非循環性消費 | 0.21% | — | — | |
| 34 | BBTUSD | Bb&t CORP | 股票-其他 | 0.20% | — | -1.53% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.19% | — | -0.03% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.18% | — | -84.51% | |
| 37 | ANETEUR | Arista Networks INC | 股票-其他 | 0.16% | — | — | |
| 38 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.15% | — | -18.74% | |
| 39 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.15% | — | -96.10% | |
| 40 | MO | Altria Group INC | 股票-非循環性消費 | 0.14% | -0.01% | — | |
| 41 | ABBV | Abbvie INC | 股票-醫療保健 | 0.12% | — | — | |
| 42 | AAPL | Apple INC | 股票-科技 | 0.12% | -0.04% | — | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.12% | — | -6.06% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.11% | -0.02% | — | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.11% | — | -5.57% | |
| 46 | WPC | Wp Carey INC | 股票-房地產 | 0.10% | — | — | |
| 47 | CSCO | Cisco Systems INC | 股票-科技 | 0.10% | — | — | |
| 48 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.09% | — | — | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.09% | — | -20.60% | |
| 50 | TSLA | Tesla INC | 股票-循環性消費 | 0.09% | +0.04% | — |