CIK: 0001512581
申報總市值
US$53.7億
僅顯示前 200 大持股（共 431 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 | 10.83% | +1.18% | -0.87% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 9.12% | — | +0.79% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 8.81% | — | +4.30% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.83% | -0.49% | +2.92% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.79% | -0.46% | +1.86% | |
| 6 | USIG | Ishares Broad Usd Investment | ETF-其他 | 6.75% | — | +0.26% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.94% | — | +0.76% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.75% | — | +1.36% | |
| 9 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 1.86% | — | +0.44% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.62% | — | +7.29% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.55% | -0.03% | +14.07% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.52% | — | -1.81% | |
| 13 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.50% | — | +6.87% | |
| 14 | MBB | Ishares Mbs ETF | ETF-其他 | 1.45% | — | -2.12% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.25% | -0.16% | +3.92% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.25% | — | -0.75% | |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.57% | +0.02% | +35.41% | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.50% | +0.11% | +6.05% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.47% | +0.02% | -16.11% | |
| 20 | T | At&t INC | 股票-通訊服務 | 0.41% | — | +5.56% | |
| 21 | IDV | Ishares International Select | ETF-其他 | 0.41% | — | -3.32% | |
| 22 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-其他 | 0.39% | — | -6.35% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.38% | — | +3.33% | |
| 24 | PBPUSD | Invesco S&p 500 Buywrite ETF | ETF-大型股與成長 | 0.36% | — | -3.86% | |
| 25 | PFE | Pfizer INC | 股票-醫療保健 | 0.34% | +0.02% | +1.48% | |
| 26 | ✓ | 股票-其他 | 0.34% | — | — | ||
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.34% | — | +8.82% | |
| 28 | GOF | Guggenheim Strategic Opportunities Fund | 股票-其他 | 0.33% | — | +2.28% | |
| 29 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.31% | — | -0.28% | |
| 30 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.31% | — | +2.02% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.31% | — | +2.55% | |
| 32 | ABBV | Abbvie INC | 股票-醫療保健 | 0.30% | — | -1.35% | |
| 33 | CB | Chubb Limited | 股票-金融 | 0.29% | — | -2.18% | |
| 34 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.29% | — | +0.31% | |
| 35 | AXP | American Express Company | 股票-金融 | 0.28% | — | -0.31% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.27% | — | -0.46% | |
| 37 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.27% | — | +2.60% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.27% | — | +7.65% | |
| 39 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.27% | — | +1.52% | |
| 40 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.24% | — | +9.07% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.24% | — | +4.57% | |
| 42 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.24% | — | -0.80% | |
| 43 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.22% | — | -0.07% | |
| 44 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.22% | — | -6.07% | |
| 45 | BWX | State Street Spdr Bloomberg | ETF-其他 | 0.21% | — | -4.59% | |
| 46 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.21% | — | -0.99% | |
| 47 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.21% | — | -6.05% | |
| 48 | BA | Boeing Co/the | 股票-工業 | 0.21% | — | +2.97% | |
| 49 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.21% | — | -50.07% | |
| 50 | PEP | Pepsico INC | 股票-非循環性消費 | 0.20% | — | +3.84% |