CIK: 0001543536
申報總市值
US$6.8億
僅顯示前 200 大持股(共 588 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 8.01% | -0.25% | -6.82% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 7.89% | +0.25% | -12.73% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 7.89% | +0.26% | -15.70% | |
| 4 | RWO | State Street Spdr Dow Jones | ETF-其他 | 7.47% | — | -2.60% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 6.80% | — | -3.27% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 4.79% | — | -2.24% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.50% | -0.14% | -4.36% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.45% | — | +5283.40% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.38% | -0.14% | +4300.03% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.34% | — | -1.08% | |
| 11 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 2.29% | — | -3.32% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.86% | +0.20% | -2.80% | |
| 13 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.63% | — | -4.03% | |
| 14 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.30% | +0.07% | -0.50% | |
| 15 | PFE | Pfizer INC | 股票-醫療保健 | 1.23% | — | -4.82% | |
| 16 | WFC | Wells Fargo & Co | 股票-金融 | 1.19% | — | -34.34% | |
| 17 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.12% | +0.09% | +1.28% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.02% | +0.14% | +0.97% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.01% | -0.09% | -4.90% | |
| 20 | PPL | Ppl CORP | 股票-公用事業 | 0.95% | — | -10.46% | |
| 21 | MTB | M & T Bank CORP | 股票-金融 | 0.84% | — | +0.03% | |
| 22 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.79% | — | -17.33% | |
| 23 | CAT | Caterpillar INC | 股票-工業 | 0.75% | +0.16% | -5.48% | |
| 24 | AAPL | Apple INC | 股票-科技 | 0.73% | -0.10% | +7.47% | |
| 25 | T | At&t INC | 股票-通訊服務 | 0.73% | — | -4.98% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.69% | — | -3.89% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 0.67% | -0.20% | -11.52% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.64% | -0.11% | -4.97% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.61% | — | +0.85% | |
| 30 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.53% | — | — | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.51% | — | +258.05% | |
| 32 | WMT | Walmart INC | 股票-非循環性消費 | 0.48% | — | -12.18% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.47% | +0.07% | -24.64% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | +0.09% | — | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.44% | — | -12.92% | |
| 36 | PENN | PENN Entertainment, Inc. | 股票-循環性消費 | 0.41% | — | +0.01% | |
| 37 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.39% | — | -4.80% | |
| 38 | DUK | Duke Energy CORP | 股票-公用事業 | 0.35% | — | -6.17% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.35% | — | +350.07% | |
| 40 | UNP | Union Pacific CORP | 股票-工業 | 0.35% | — | — | |
| 41 | VPV | Invesco Pa Val Muni INC | 股票-其他 | 0.35% | — | -6.00% | |
| 42 | PEP | Pepsico INC | 股票-非循環性消費 | 0.32% | — | -16.39% | |
| 43 | CZNC | Citizens & Northern CORP | 股票-其他 | 0.29% | — | +1.35% | |
| 44 | NSC | Norfolk Southern CORP | 股票-工業 | 0.29% | — | -39.12% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.28% | — | — | |
| 46 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 0.27% | — | +27.48% | |
| 47 | HON | Honeywell International INC | 股票-工業 | 0.26% | — | +0.50% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.26% | — | -56.27% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.26% | — | -14.76% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.26% | — | -33.48% |