CIK: 0001570251
申報總市值
US$3.0億
| # | 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 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 31.64% | — | -0.13% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-其他 | 9.77% | — | +2.01% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 6.47% | — | -7.00% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 5.87% | — | +0.65% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 5.18% | — | +1.38% | |
| 6 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 4.78% | — | +0.39% | |
| 7 | GLD | Spdr Gold Shares | ETF-避險與商品 | 4.62% | — | +0.04% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 4.49% | — | -0.10% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.12% | — | +0.05% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.93% | — | +0.07% | |
| 11 | INTC | Intel CORP | 股票-科技 | 2.98% | — | — | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.48% | — | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.25% | — | -14.74% | |
| 14 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 2.13% | — | +3.88% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.49% | — | — | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.05% | — | +0.00% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.05% | — | +0.18% | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.92% | — | -0.13% | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.87% | — | -0.09% | |
| 20 | GOOG | Alphabet A | 股票-通訊服務 | 0.87% | — | -0.08% | |
| 21 | ✓ | Google INC Class C | 股票-其他 | 0.85% | — | -0.08% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.45% | — | +2.32% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.43% | — | +2.41% | |
| 24 | CROX | Crocs INC | 股票-循環性消費 | 0.36% | — | +1.69% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.29% | — | +0.57% | |
| 26 | WFC | Wells Fargo & Co | 股票-金融 | 0.15% | — | — | |
| 27 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.11% | — | — | |
| 28 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.10% | — | — | |
| 29 | ✓ | 股票-其他 | 0.10% | — | — | ||
| 30 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.09% | — | — | |
| 31 | GPRO | Gopro Inc-class A | 股票-其他 | 0.09% | — | — |