CIK: 0001543536
申報總市值
US$6.8億
僅顯示前 200 大持股（共 594 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 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 6.20% | — | — | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 6.03% | — | +1182.06% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.82% | -0.25% | — | |
| 4 | RWO | State Street Spdr Dow Jones | ETF-其他 | 5.71% | — | — | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.69% | -0.14% | — | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.68% | +0.25% | — | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.66% | +0.26% | — | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 4.15% | — | — | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.90% | -0.14% | — | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.30% | +0.20% | +1.34% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.08% | — | — | |
| 12 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 1.93% | — | — | |
| 13 | WFC | Wells Fargo & Co | 股票-金融 | 1.90% | — | -0.65% | |
| 14 | IGOV | Ishares International Treasu | ETF-其他 | 1.49% | — | — | |
| 15 | IBND | State Street Spdr Bloomberg | ETF-其他 | 1.49% | — | — | |
| 16 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.13% | — | +3.58% | |
| 17 | T | At&t INC | 股票-通訊服務 | 1.04% | — | +36.16% | |
| 18 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.01% | +0.07% | +6.54% | |
| 19 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.84% | +0.09% | +6.51% | |
| 20 | PPL | Ppl CORP | 股票-公用事業 | 0.84% | — | -0.41% | |
| 21 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.77% | — | — | |
| 22 | MTB | M & T Bank CORP | 股票-金融 | 0.77% | — | +0.06% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 0.74% | -0.20% | -1.07% | |
| 24 | AAPL | Apple INC | 股票-科技 | 0.65% | -0.10% | -2.12% | |
| 25 | TBF | Proshares Short 20+ Treasury | ETF-政府公債 | 0.64% | — | -10.42% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.60% | +0.07% | -0.70% | |
| 27 | VPV | Invesco Pa Val Muni INC | 股票-其他 | 0.59% | — | +1.63% | |
| 28 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.58% | — | -2.26% | |
| 29 | NSC | Norfolk Southern CORP | 股票-工業 | 0.54% | — | — | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.54% | +0.14% | +4.11% | |
| 31 | PFE | Pfizer INC | 股票-醫療保健 | 0.51% | — | +10.57% | |
| 32 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.49% | — | — | |
| 33 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.47% | — | -25.00% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.47% | — | +1664.98% | |
| 35 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 0.46% | — | +743.50% | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.46% | — | +1818.33% | |
| 37 | FEZ | State Street Spdr Euro Stoxx | ETF-其他 | 0.46% | — | +1907.72% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.43% | — | -1.15% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.42% | — | -2.32% | |
| 40 | UNP | Union Pacific CORP | 股票-工業 | 0.40% | — | — | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.39% | — | -1.14% | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.39% | — | +85.01% | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.38% | — | +12.39% | |
| 44 | NGG | National Grid plc | 股票-公用事業 | 0.38% | — | +13.17% | |
| 45 | RDS-A | Shell Plc-spon Adr-a | 股票-其他 | 0.37% | — | -10.23% | |
| 46 | DUK | Duke Energy CORP | 股票-公用事業 | 0.37% | — | +0.31% | |
| 47 | PENN | PENN Entertainment, Inc. | 股票-循環性消費 | 0.37% | — | -1.73% | |
| 48 | PEP | Pepsico INC | 股票-非循環性消費 | 0.37% | — | +1.61% | |
| 49 | D | Dominion Energy INC | 股票-公用事業 | 0.36% | — | — | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.36% | -0.09% | +0.10% |