CIK: 0001543536
申報總市值
US$6.8億
僅顯示前 200 大持股（共 691 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 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 6.65% | +0.25% | -6.44% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 6.60% | +0.26% | -10.11% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 6.40% | — | -8.78% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.40% | -0.25% | -7.55% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 5.22% | — | -9.15% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.52% | -0.14% | -11.21% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 3.52% | — | -10.95% | |
| 8 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 3.01% | — | -12.73% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.95% | — | -12.77% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.84% | — | -6.31% | |
| 11 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.86% | — | +39.32% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.81% | — | -3.78% | |
| 13 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-其他 | 1.59% | — | +402.42% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.45% | — | +504.40% | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.32% | — | +525.18% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.20% | +0.20% | -3.99% | |
| 17 | GOLD | Gold.com, Inc. | 股票-其他 | 1.13% | — | +685.06% | |
| 18 | PFE | Pfizer INC | 股票-醫療保健 | 1.12% | — | -7.44% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.10% | — | +478.65% | |
| 20 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.04% | +0.07% | -7.03% | |
| 21 | GNR | State Street Spdr S&p Global | ETF-其他 | 1.01% | — | +519.27% | |
| 22 | KBE | Ss Spdr S&p Bank ETF | ETF-其他 | 0.93% | — | +736.51% | |
| 23 | DJP | Ipath Bloomberg Commodity In | ETF-避險與商品 | 0.92% | — | +28000.00% | |
| 24 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.87% | +0.09% | +0.35% | |
| 25 | SMHC | VanEck China Semiconductor ETF | ETF-新興市場 | 0.87% | — | +6203.17% | |
| 26 | CSCO | Cisco Systems INC | 股票-科技 | 0.85% | -0.11% | -16.76% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.83% | +0.14% | -8.37% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | -0.09% | +0.11% | |
| 29 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.76% | — | — | |
| 30 | PENN | PENN Entertainment, Inc. | 股票-循環性消費 | 0.75% | — | -0.19% | |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.74% | — | +81.41% | |
| 32 | AAPL | Apple INC | 股票-科技 | 0.73% | -0.10% | -1.66% | |
| 33 | MTB | M & T Bank CORP | 股票-金融 | 0.72% | — | +0.01% | |
| 34 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 0.72% | — | +382.73% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.70% | — | +30.65% | |
| 36 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.65% | — | +709.81% | |
| 37 | CAT | Caterpillar INC | 股票-工業 | 0.63% | +0.16% | -38.32% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.62% | -0.20% | -5.64% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.62% | — | +183.48% | |
| 40 | TMV | Drx Dly 20+ Yr Treas Bear 3x | ETF-其他 | 0.61% | — | — | |
| 41 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.58% | — | +138.29% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.58% | — | +935.45% | |
| 43 | BA | Boeing Co/the | 股票-工業 | 0.57% | — | -46.24% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | +0.09% | +42.88% | |
| 45 | WFC | Wells Fargo & Co | 股票-金融 | 0.54% | — | -1.28% | |
| 46 | PPL | Ppl CORP | 股票-公用事業 | 0.54% | — | -2.24% | |
| 47 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.52% | — | -10.60% | |
| 48 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.49% | -0.63% | EXIT | |
| 49 | T | At&t INC | 股票-通訊服務 | 0.49% | — | -5.30% | |
| 50 | OPPJ | Wisdomtree Japan Opportuniti | ETF-其他 | 0.42% | — | +633.10% |