CIK: 0001693789
申報總市值
US$10.6億
僅顯示前 200 大持股（共 385 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 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 9.19% | -0.14% | — | |
| 2 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 8.15% | — | — | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 6.02% | -0.06% | — | |
| 4 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 4.41% | — | — | |
| 5 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 3.81% | — | — | |
| 6 | ✓ | Claymore Exchange Trd Fd Tr | 股票-其他 | 3.46% | — | — | |
| 7 | ✓ | Claymore Exchange Trd Fd Tr | 股票-其他 | 2.93% | — | — | |
| 8 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 2.44% | — | — | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.43% | -0.06% | — | |
| 10 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.39% | +0.02% | — | |
| 11 | BSCZ | Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2035 Corporate Bond ETF | ETF-投資等級公司債 | 2.31% | — | — | |
| 12 | GOF | Guggenheim Strategic Opportunities Fund | 股票-其他 | 2.15% | — | — | |
| 13 | ✓ | Claymore Exchange Trd Fd Tr | 股票-其他 | 2.11% | — | — | |
| 14 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 1.84% | — | — | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.77% | — | — | |
| 16 | T | At&t INC | 股票-通訊服務 | 1.67% | -0.02% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.40% | — | — | |
| 18 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.34% | — | — | |
| 19 | ✓ | Claymore Exchange Trd Fd Tr | 股票-其他 | 1.33% | — | — | |
| 20 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.13% | — | — | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.96% | +0.01% | — | |
| 22 | HD | Home Depot INC | 股票-循環性消費 | 0.89% | — | — | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 0.86% | — | — | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.80% | +0.09% | — | |
| 25 | RTN1USD | Raytheon Company | 股票-其他 | 0.80% | — | — | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.75% | +0.15% | — | |
| 27 | LMT | Lockheed Martin CORP | 股票-工業 | 0.67% | — | — | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.66% | +0.07% | — | |
| 29 | AFL | Aflac INC | 股票-金融 | 0.65% | — | — | |
| 30 | BA | Boeing Co/the | 股票-工業 | 0.61% | — | — | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.60% | — | — | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.59% | — | — | |
| 33 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.55% | — | — | |
| 34 | D | Dominion Energy INC | 股票-公用事業 | 0.54% | — | — | |
| 35 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.53% | +0.02% | — | |
| 36 | PEP | Pepsico INC | 股票-非循環性消費 | 0.51% | — | — | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | — | — | |
| 38 | NOC | Northrop Grumman CORP | 股票-工業 | 0.48% | — | — | |
| 39 | SLB | Slb LTD | 股票-能源 | 0.47% | — | — | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.46% | — | — | |
| 41 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.45% | — | — | |
| 42 | RDS-A | Shell Plc-spon Adr-a | 股票-其他 | 0.45% | — | — | |
| 43 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 0.43% | — | — | |
| 44 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.42% | — | — | |
| 45 | MMM | 3m Co | 股票-工業 | 0.42% | — | — | |
| 46 | NSC | Norfolk Southern CORP | 股票-工業 | 0.40% | -0.06% | — | |
| 47 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.40% | — | — | |
| 48 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.37% | — | — | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.36% | — | — | |
| 50 | HON | Honeywell International INC | 股票-工業 | 0.35% | — | — |