CIK: 0001512647
申報總市值
US$29.8億
僅顯示前 200 大持股（共 1142 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 | AAPL | Apple INC | 股票-科技 | 2.39% | +0.75% | +33.84% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.12% | +0.03% | +11.51% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.65% | +0.14% | +290.92% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.20% | -0.37% | +535.00% | |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.17% | +0.16% | +426.50% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.07% | — | +29.47% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.95% | — | +48.58% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.95% | — | -15.05% | |
| 9 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 0.93% | — | +246.00% | |
| 10 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.90% | -0.15% | +148.89% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.88% | — | +20.88% | |
| 12 | MBB | Ishares Mbs ETF | ETF-其他 | 0.86% | — | +248.08% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.83% | -0.29% | +269.81% | |
| 14 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.78% | — | +800.11% | |
| 15 | T | At&t INC | 股票-通訊服務 | 0.77% | — | +58.90% | |
| 16 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.73% | — | +890.27% | |
| 17 | BND | Vanguard Total Bond Market | ETF-其他 | 0.71% | -0.22% | +35.41% | |
| 18 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.68% | — | +92.27% | |
| 19 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.68% | — | +96.15% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | — | +52.37% | |
| 21 | BA | Boeing Co/the | 股票-工業 | 0.64% | — | +110.90% | |
| 22 | ITB | Ishares U.s. Home Constructi | ETF-其他 | 0.58% | — | +644.23% | |
| 23 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.57% | — | +785.55% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.57% | -0.11% | +137.89% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.57% | — | +245.65% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.55% | +0.07% | +56.01% | |
| 27 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.55% | — | +129.58% | |
| 28 | PFE | Pfizer INC | 股票-醫療保健 | 0.55% | — | +137.89% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.55% | — | +130.51% | |
| 30 | DOC | Healthpeak Properties, Inc. | 股票-房地產 | 0.54% | — | +485.70% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.53% | — | +181.28% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.52% | — | +34.45% | |
| 33 | O | Realty Income CORP | 股票-房地產 | 0.52% | — | +175.02% | |
| 34 | IDV | Ishares International Select | ETF-其他 | 0.52% | — | +755.45% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.51% | — | +1003.53% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.51% | — | +150.06% | |
| 37 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.50% | +0.10% | +246.16% | |
| 38 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.49% | — | -4.21% | |
| 39 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.48% | — | +19.20% | |
| 40 | FEX | First Trust Large Cap Core A | ETF-大型股與成長 | 0.48% | — | -4.77% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.48% | — | +229.57% | |
| 42 | MSFT | Microsoft CORP | 股票-科技 | 0.48% | — | +14.24% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.48% | +0.07% | +54.56% | |
| 44 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.46% | — | +16.26% | |
| 45 | WFC | Wells Fargo & Co | 股票-金融 | 0.46% | — | +221.38% | |
| 46 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.45% | — | +12.88% | |
| 47 | CELG | Celgene CORP | 股票-其他 | 0.45% | — | +3.57% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | — | +5.69% | |
| 49 | UTF | Cohen & Steers Infrastructur | 股票-其他 | 0.44% | — | +785.82% | |
| 50 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.44% | — | +29.31% |