CIK: 0001492375
申報總市值
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僅顯示前 200 大持股（共 355 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 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 6.74% | -4.63% | EXIT | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 4.92% | -5.31% | EXIT | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 4.04% | -4.94% | EXIT | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.10% | -6.34% | EXIT | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.89% | -3.41% | EXIT | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 2.06% | -1.86% | EXIT | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.03% | -3.81% | EXIT | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.96% | -0.35% | EXIT | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.83% | -1.88% | EXIT | |
| 10 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 1.59% | -2.33% | EXIT | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.56% | -0.89% | EXIT | |
| 12 | ARL | American Realty Capital Properties Inc | 股票-其他 | 1.50% | — | +2.51% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.40% | -1.58% | EXIT | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.33% | -1.76% | EXIT | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.31% | -1.07% | EXIT | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.22% | -1.40% | EXIT | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.11% | -0.83% | EXIT | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.88% | -1.02% | EXIT | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.87% | -1.44% | EXIT | |
| 20 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.87% | — | -38.41% | |
| 21 | ✓ | 股票-其他 | 0.85% | — | +1.68% | ||
| 22 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.83% | — | -7.53% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.83% | -1.89% | EXIT | |
| 24 | SUN | Sunoco LP | 股票-其他 | 0.81% | — | +101.81% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.81% | -3.36% | EXIT | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.81% | -0.35% | EXIT | |
| 27 | FXH | First Trust Health Care Alph | ETF-其他 | 0.80% | — | +6.72% | |
| 28 | ✓ | Allianzgi Conv & Income Fd | 股票-其他 | 0.78% | — | +6.88% | |
| 29 | DFE | Wisdomtree Eur S/c Dividend | ETF-其他 | 0.71% | — | — | |
| 30 | AWK | American Water Works Co INC | 股票-公用事業 | 0.69% | — | +39.50% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.69% | — | -2.36% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | -0.52% | EXIT | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.67% | -1.13% | EXIT | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.67% | -1.22% | EXIT | |
| 35 | GAB | Gabelli Equity Trust | 股票-其他 | 0.66% | — | +3.52% | |
| 36 | SNDK | Sandisk Corporation | 股票-科技 | 0.65% | — | — | |
| 37 | BXSY | Bexil Investment Trust | 股票-其他 | 0.64% | — | +5.00% | |
| 38 | T | At&t INC | 股票-通訊服務 | 0.63% | -0.49% | EXIT | |
| 39 | AAL | American Airlines Group INC | 股票-工業 | 0.61% | — | +1.73% | |
| 40 | FAD | First Trust Multi Cap Growth | ETF-其他 | 0.58% | — | +4.38% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.58% | -0.32% | EXIT | |
| 42 | CMI | Cummins INC | 股票-工業 | 0.57% | — | +282.28% | |
| 43 | FAB | First Trust Multi Cap Value | ETF-其他 | 0.57% | — | -3.06% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.56% | -3.20% | EXIT | |
| 45 | AMT | American Tower CORP | 股票-房地產 | 0.53% | — | +4.67% | |
| 46 | O | Realty Income CORP | 股票-房地產 | 0.52% | — | -1.27% | |
| 47 | ✓ | Valsparcom | 股票-其他 | 0.51% | — | +4.54% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.51% | — | -31.60% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.50% | -2.16% | EXIT | |
| 50 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.50% | -0.34% | EXIT |