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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 20.48% | — | -4.75% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 15.57% | — | -38.26% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 13.45% | +0.82% | +30.32% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 9.82% | — | -45.93% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 8.23% | -0.01% | -2.65% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 8.01% | -0.01% | — | |
| 7 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 7.05% | — | -11.54% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 5.53% | — | -2.39% | |
| 9 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 1.96% | — | — | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.87% | — | — | |
| 11 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.62% | — | -4.14% | |
| 12 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.72% | — | +1.25% | |
| 13 | T | At&t INC | 股票-通訊服務 | 0.66% | — | -0.34% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.63% | — | +2.95% | |
| 15 | CAT | Caterpillar INC | 股票-工業 | 0.60% | +0.29% | — | |
| 16 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.54% | +0.14% | -8.64% | |
| 17 | QLD | Proshares Ultra Qqq | ETF-其他 | 0.52% | +0.35% | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.49% | +1.76% | -0.93% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.41% | — | -2.69% | |
| 20 | PFE | Pfizer INC | 股票-醫療保健 | 0.25% | — | -0.77% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.24% | — | — | |
| 22 | BBTUSD | Bb&t CORP | 股票-其他 | 0.21% | — | +17.56% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.16% | — | -2.97% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 0.16% | — | -4.12% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.16% | — | — | |
| 26 | ✓ | Proshares Tr | 股票-其他 | 0.13% | — | — | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.13% | +0.22% | -1.99% | |
| 28 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.12% | — | — | |
| 29 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.11% | — | — | |
| 30 | WPC | Wp Carey INC | 股票-房地產 | 0.11% | — | — | |
| 31 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.07% | — | — |