CIK: 0001512581
申報總市值
US$53.7億
僅顯示前 200 大持股（共 929 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 11.98% | +1.18% | +6.07% | |
| 2 | USIG | Ishares Broad Usd Investment | ETF-其他 | 9.42% | — | +7.93% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 7.75% | -0.49% | +9.69% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 6.58% | — | +9.29% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 6.27% | — | +8.56% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.75% | -0.46% | +7.87% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 3.41% | — | +9.71% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.98% | — | +9.37% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-其他 | 2.61% | — | -6.65% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.57% | — | -6.72% | |
| 11 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 1.82% | — | +12.76% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.80% | -0.03% | -11.98% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.75% | — | -0.09% | |
| 14 | MBB | Ishares Mbs ETF | ETF-其他 | 1.50% | — | -7.03% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.48% | — | +7.72% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.28% | -0.16% | +19.56% | |
| 17 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資等級公司債 | 0.87% | — | — | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.76% | +0.14% | +45942.94% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.74% | — | +2034.18% | |
| 20 | PBPUSD | Invesco S&p 500 Buywrite ETF | ETF-大型股與成長 | 0.67% | — | -9.98% | |
| 21 | IDV | Ishares International Select | ETF-其他 | 0.50% | — | +26.24% | |
| 22 | BWX | State Street Spdr Bloomberg | ETF-其他 | 0.43% | — | -7.08% | |
| 23 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.42% | — | -7.06% | |
| 24 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.40% | — | +31.69% | |
| 25 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.36% | — | +24.39% | |
| 26 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興市場 | 0.35% | — | +2292.15% | |
| 27 | T | At&t INC | 股票-通訊服務 | 0.33% | — | +59.46% | |
| 28 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.33% | — | -13.91% | |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.32% | — | +51.73% | |
| 30 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.32% | — | +86.09% | |
| 31 | PFE | Pfizer INC | 股票-醫療保健 | 0.31% | +0.02% | +25.14% | |
| 32 | AAPL | Apple INC | 股票-科技 | 0.29% | +0.11% | +21.44% | |
| 33 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.28% | — | +15.24% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.28% | — | +25.20% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.26% | — | +26.11% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.25% | — | +23.25% | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.25% | — | +23.63% | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.25% | — | +38.19% | |
| 39 | CB | Chubb Limited | 股票-金融 | 0.24% | — | +26.93% | |
| 40 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.22% | — | +27.39% | |
| 41 | ✓ | Time Warner Cable INC | 股票-其他 | 0.21% | — | +22.35% | |
| 42 | MA | Mastercard INC - A | 股票-金融 | 0.20% | — | +21.66% | |
| 43 | RDS-A | Shell Plc-spon Adr-a | 股票-其他 | 0.20% | — | +59.72% | |
| 44 | SYTUSD | Syngenta Ag-adr | 股票-其他 | 0.20% | — | +30.51% | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 0.19% | — | +26.71% | |
| 46 | GNTX | Gentex CORP | 股票-循環性消費 | 0.19% | — | +31.54% | |
| 47 | COP | Conocophillips | 股票-能源 | 0.19% | — | +23.21% | |
| 48 | SNY | Sanofi-adr | 股票-醫療保健 | 0.18% | — | +18.25% | |
| 49 | ABBV | Abbvie INC | 股票-醫療保健 | 0.18% | — | +30.12% | |
| 50 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.18% | — | +24.42% |