CIK: 0001379995
申報總市值
US$50.5億
僅顯示前 200 大持股（共 272 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 21.49% | -1.52% | +1.03% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 11.32% | -0.03% | +0.74% | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 7.61% | — | +0.34% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.27% | -0.06% | +3.68% | |
| 5 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股與成長 | 2.02% | — | -5.57% | |
| 6 | TSS | Total System Services INC | 股票-其他 | 1.72% | — | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.70% | +0.04% | +12.46% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.55% | — | -4.96% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.35% | — | — | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.23% | -0.07% | +5.61% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.19% | -0.21% | +14.22% | |
| 12 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.08% | — | +13.66% | |
| 13 | MO | Altria Group INC | 股票-非循環性消費 | 0.96% | — | +0.78% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.93% | — | -0.34% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.90% | -0.04% | +1.16% | |
| 16 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.84% | — | +18.79% | |
| 17 | SYU1 | Synovus Financial CORP | 股票-其他 | 0.82% | — | — | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.77% | -0.06% | +34.84% | |
| 19 | PM | Philip Morris International | 股票-非循環性消費 | 0.76% | — | +1.24% | |
| 20 | T | At&t INC | 股票-通訊服務 | 0.74% | — | +17.77% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.66% | — | +2.12% | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.65% | — | -2.67% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.65% | -0.02% | +14.66% | |
| 24 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.65% | — | +15.82% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.59% | -0.06% | -0.05% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | -0.16% | +23.82% | |
| 27 | PFE | Pfizer INC | 股票-醫療保健 | 0.56% | — | +10.29% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.55% | — | +7.30% | |
| 29 | CSFLUSD | Centerstate Bank CORP | 股票-其他 | 0.52% | — | -3.74% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | -0.08% | +3.01% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.50% | — | -2.60% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.45% | — | +68.89% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.45% | — | +17.76% | |
| 34 | UBS | UBS Group AG | 股票-金融 | 0.45% | — | -8.47% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.44% | — | +1.97% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.41% | — | +7.50% | |
| 37 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.41% | — | +1.71% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.40% | — | -4.77% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.39% | — | +15.45% | |
| 40 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.37% | — | +12.73% | |
| 41 | VLY | Valley National Bancorp | 股票-金融 | 0.37% | — | +1052.10% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.36% | — | +11.08% | |
| 43 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.36% | — | -23.41% | |
| 44 | HD | Home Depot INC | 股票-循環性消費 | 0.34% | — | +5.06% | |
| 45 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.34% | — | -5.87% | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.34% | — | -1.67% | |
| 47 | MTB | M & T Bank CORP | 股票-金融 | 0.33% | — | +426.48% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.33% | — | +9.38% | |
| 49 | LMT | Lockheed Martin CORP | 股票-工業 | 0.33% | -0.07% | +2.59% | |
| 50 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.33% | — | +4.72% |