CIK: 0001479844
申報總市值
US$62.4億
僅顯示前 200 大持股（共 291 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 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 11.77% | -0.11% | -1.63% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 10.35% | — | +14.84% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 7.01% | +0.03% | +5.66% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.75% | -0.07% | +0.56% | |
| 5 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 4.73% | — | +5.54% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.64% | — | +3.55% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.93% | — | +86.21% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.54% | -0.02% | -10.36% | |
| 9 | UBS | UBS Group AG | 股票-金融 | 3.54% | — | +4.16% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 3.53% | — | -10.40% | |
| 11 | COKE | Coca-cola Consolidated INC | 股票-非循環性消費 | 2.79% | — | -1.50% | |
| 12 | ✓ | Tortoise Commingled Mlp Fund, LLC | 股票-其他 | 2.32% | — | -1.14% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.12% | +0.10% | +14.81% | |
| 14 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.08% | +0.07% | +0.82% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.94% | — | +0.15% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.83% | -0.01% | -0.22% | |
| 17 | FDX | Fedex CORP | 股票-工業 | 1.10% | — | -0.62% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.93% | — | -3.74% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.73% | — | +3.37% | |
| 20 | PNW | Pinnacle Financial Partners, Inc. | 股票-公用事業 | 0.72% | — | — | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.64% | — | -2.37% | |
| 22 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.55% | — | -20.98% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.53% | +0.23% | +58.07% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.52% | +0.01% | +2.87% | |
| 25 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 0.51% | — | -2.85% | |
| 26 | AVY | Avery Dennison CORP | 股票-循環性消費 | 0.47% | — | — | |
| 27 | MDT | Medtronic plc | 股票-醫療保健 | 0.46% | — | +14.62% | |
| 28 | ✓ | 股票-其他 | 0.45% | — | -3.23% | ||
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.44% | — | -1.37% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.41% | +0.04% | -17.70% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.36% | — | +87.11% | |
| 32 | PM | Philip Morris International | 股票-非循環性消費 | 0.34% | — | -4.74% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.33% | — | — | |
| 34 | IFN | Aberdeen India Fund INC | 股票-其他 | 0.32% | — | -1.19% | |
| 35 | EPD | Enterprise Products Partners | 股票-能源 | 0.30% | — | +0.59% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.29% | +0.05% | +2.39% | |
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.29% | — | +84.13% | |
| 38 | WEP | Magellan Midstream Partners | 股票-其他 | 0.27% | — | +2.13% | |
| 39 | TAP | Molson Coors Beverage Co - B | 股票-非循環性消費 | 0.26% | — | +35.40% | |
| 40 | AZO | Autozone INC | 股票-循環性消費 | 0.25% | — | +72.60% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.24% | — | +0.12% | |
| 42 | HEZU | Ishares Currency Hedged Msci | ETF-其他 | 0.23% | — | +2.28% | |
| 43 | BKNG | Booking Hldgs INC | 股票-循環性消費 | 0.23% | — | -1.55% | |
| 44 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.23% | — | +9.14% | |
| 45 | MSI | Motorola Solutions INC | 股票-科技 | 0.22% | — | +4.11% | |
| 46 | AON | Aon plc | 股票-金融 | 0.22% | — | -3.92% | |
| 47 | SWK | Stanley Black & Decker INC | 股票-工業 | 0.21% | — | -18.87% | |
| 48 | EBAY | Ebay INC | 股票-循環性消費 | 0.21% | — | +18.81% | |
| 49 | AXP | American Express Co | 股票-金融 | 0.21% | — | -14.01% | |
| 50 | UNP | Union Pacific CORP | 股票-工業 | 0.21% | — | +0.09% |