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 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 23.48% | — | — | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 20.46% | — | -0.75% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 17.36% | — | -30.76% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 9.56% | +0.82% | -3.25% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 7.93% | -0.01% | -4.48% | |
| 6 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 7.66% | — | -61.57% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 5.37% | — | -3.35% | |
| 8 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.63% | — | -12.24% | |
| 9 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.66% | — | +3.60% | |
| 10 | T | At&t INC | 股票-通訊服務 | 0.59% | — | +0.34% | |
| 11 | CAT | Caterpillar INC | 股票-工業 | 0.57% | +0.29% | +0.10% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.57% | — | -6.61% | |
| 13 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.53% | +0.14% | — | |
| 14 | QLD | Proshares Ultra Qqq | ETF-其他 | 0.47% | +0.35% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.46% | +1.76% | -1.27% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.39% | — | +36.71% | |
| 17 | PFE | Pfizer INC | 股票-醫療保健 | 0.24% | — | +0.78% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.23% | — | -41.39% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 0.17% | — | -1.91% | |
| 20 | BBTUSD | Bb&t CORP | 股票-其他 | 0.16% | — | -0.15% | |
| 21 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.16% | — | +9.52% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.16% | — | +1.78% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.16% | — | — | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.15% | — | — | |
| 25 | ✓ | Proshares Tr | 股票-其他 | 0.14% | — | — | |
| 26 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.12% | — | — | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.12% | — | — | |
| 28 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.11% | -0.04% | — | |
| 29 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.11% | — | — | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.11% | +0.22% | — | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.11% | — | — | |
| 32 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.07% | — | -1.32% |