CIK: 0001713678
申報總市值
US$6.4億
| # | 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 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 10.74% | -0.48% | +7.72% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.66% | +4.36% | -14.10% | |
| 3 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 7.42% | +0.05% | +5.05% | |
| 4 | ILCV | Ishares Morningstar Value Et | ETF-其他 | 7.35% | — | +10.34% | |
| 5 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 7.27% | — | -6.46% | |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 7.05% | +4.38% | NEW | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.39% | +0.06% | +42.04% | |
| 8 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 5.27% | — | +9.54% | |
| 9 | OEF | Ishares S&p 100 ETF | ETF-其他 | 4.87% | +0.02% | -0.65% | |
| 10 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 3.89% | — | +36.17% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 3.54% | — | -6.93% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 3.41% | +4.75% | NEW | |
| 13 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 3.23% | — | +1.04% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-其他 | 2.91% | — | — | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.06% | — | — | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.93% | +0.06% | -4.73% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.21% | — | +42.50% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.19% | +0.05% | -0.25% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.09% | +0.02% | +21.62% | |
| 20 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.03% | +0.22% | +8.35% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.97% | +0.02% | +6.05% | |
| 22 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 0.84% | — | — | |
| 23 | UST | Proshares Ultra 7-10 Year Tr | ETF-其他 | 0.73% | — | +19.46% | |
| 24 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.71% | — | +0.42% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.68% | — | -24.16% | |
| 26 | QLD | Proshares Ultra Qqq | ETF-其他 | 0.67% | +0.57% | +126.49% | |
| 27 | UBT | Proshares Ultra 20+ Year Tsy | ETF-其他 | 0.64% | — | +19.38% | |
| 28 | DDM | Proshares Ultra Dow30 | ETF-其他 | 0.63% | +0.21% | +14.17% | |
| 29 | T | At&t INC | 股票-通訊服務 | 0.44% | — | +0.29% | |
| 30 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 0.37% | — | — | |
| 31 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.28% | — | +105.35% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.28% | — | -9.31% | |
| 33 | ILCB | Ishares Morningstar U.s. Equ | ETF-其他 | 0.27% | — | +3.91% | |
| 34 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 0.27% | — | +95.64% | |
| 35 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.26% | — | -0.19% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.25% | +0.39% | — | |
| 37 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.25% | — | — | |
| 38 | FUN | Six Flags Entertainment Corporation | 股票-其他 | 0.25% | — | — | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.24% | — | — | |
| 40 | ✓ | Ishares Tr | 股票-其他 | 0.24% | — | -3.96% | |
| 41 | IYT | Ishares US Transportation Et | ETF-其他 | 0.23% | — | — | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.22% | — | — | |
| 43 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.21% | — | -7.83% | |
| 44 | HON | Honeywell International INC | 股票-工業 | 0.20% | -0.06% | EXIT | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.19% | +0.20% | +0.04% | |
| 46 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-科技型 | 0.17% | — | -21.89% | |
| 47 | ✓ | Ishares Tr | 股票-其他 | 0.16% | — | — | |
| 48 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.15% | — | — | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.14% | — | — | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.14% | — | — |