CIK: 0001596957
申報總市值
US$15.5億
| # | 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 14.75% | — | +0.55% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 7.12% | — | +1.93% | |
| 3 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 6.81% | -0.06% | +2.17% | |
| 4 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 6.78% | — | +2.67% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.59% | — | -10.34% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.52% | — | +0.83% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.63% | -0.01% | +5.94% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 2.24% | — | +4.76% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.06% | — | +6.80% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.01% | — | +2.23% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.64% | — | +8.36% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.61% | — | +5.02% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.48% | — | +7.27% | |
| 14 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.46% | -0.05% | +7.29% | |
| 15 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.36% | — | +12.33% | |
| 16 | GVI | Ishares Intermediate Governm | ETF-其他 | 1.30% | — | -23.70% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.29% | — | +3.49% | |
| 18 | CERNCHF | Cerner CORP | 股票-其他 | 1.22% | — | +0.62% | |
| 19 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.20% | +0.01% | +7.01% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.16% | — | +9.57% | |
| 21 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 1.12% | — | +8.25% | |
| 22 | AAPL | Apple INC | 股票-科技 | 1.07% | +0.07% | +2.38% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.92% | — | +5.49% | |
| 24 | MDT | Medtronic plc | 股票-醫療保健 | 0.87% | -0.06% | -2.96% | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.84% | — | +5.32% | |
| 26 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.78% | — | +35.60% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.78% | — | +5.24% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.75% | — | -2.29% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.71% | +0.03% | +5.00% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.69% | — | +1.57% | |
| 31 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.60% | — | -0.97% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.59% | +0.15% | -1.28% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.59% | +0.06% | +0.88% | |
| 34 | SPGM | State Street Spdr Portfolio | ETF-其他 | 0.58% | — | +4.78% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.55% | — | +5.04% | |
| 36 | ✓ | Powershares Global ETF Trust | ETF-其他 | 0.54% | — | +8.83% | |
| 37 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.53% | — | +2.00% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.53% | — | +0.10% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | — | -1.35% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.46% | — | -2.61% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.46% | — | -2.33% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.43% | — | +0.34% | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.43% | — | +0.47% | |
| 44 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.41% | — | +11.87% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.40% | — | +9.60% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.39% | — | +0.02% | |
| 47 | DWX | State Street Spdr S&p Intern | ETF-其他 | 0.38% | — | +19.54% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.38% | — | — | |
| 49 | MSFT | Microsoft CORP | 股票-科技 | 0.37% | — | +6.23% | |
| 50 | T | At&t INC | 股票-通訊服務 | 0.36% | — | +1.46% |