CIK: 0001492375
申報總市值
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僅顯示前 200 大持股（共 463 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 | 6.48% | -4.63% | EXIT | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.23% | -6.34% | EXIT | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 5.30% | -5.31% | EXIT | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 4.80% | -4.94% | EXIT | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 4.25% | -3.81% | EXIT | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 3.03% | -3.36% | EXIT | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.78% | -3.41% | EXIT | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.73% | -3.20% | EXIT | |
| 9 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 2.38% | -2.33% | EXIT | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-其他 | 2.11% | -1.88% | EXIT | |
| 11 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 2.06% | -1.86% | EXIT | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.86% | -1.89% | EXIT | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.67% | -1.76% | EXIT | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.61% | -2.16% | EXIT | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.57% | -1.58% | EXIT | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.54% | -0.92% | EXIT | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.28% | -1.22% | EXIT | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.17% | -0.82% | EXIT | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.13% | -1.44% | EXIT | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.06% | -1.07% | EXIT | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.03% | -1.02% | EXIT | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.00% | -1.40% | EXIT | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.99% | -0.89% | EXIT | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.89% | -0.83% | EXIT | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.73% | -1.13% | EXIT | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.73% | -0.47% | EXIT | |
| 27 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.71% | -0.64% | EXIT | |
| 28 | IYT | Ishares US Transportation Et | ETF-其他 | 0.70% | — | +11.43% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.66% | -0.62% | EXIT | |
| 30 | T | At&t INC | 股票-通訊服務 | 0.61% | -0.49% | EXIT | |
| 31 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.59% | -1.43% | EXIT | |
| 32 | HD | Home Depot INC | 股票-循環性消費 | 0.52% | -0.62% | EXIT | |
| 33 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.51% | -0.72% | EXIT | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | -0.52% | EXIT | |
| 35 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.47% | -0.42% | EXIT | |
| 36 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.44% | -0.50% | EXIT | |
| 37 | FEX | First Trust Large Cap Core A | ETF-大型股與成長 | 0.44% | -0.41% | EXIT | |
| 38 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.42% | -0.34% | EXIT | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | -0.35% | EXIT | |
| 40 | FXR | First Trust Indst/producers | ETF-其他 | 0.40% | — | +34.42% | |
| 41 | FDX | Fedex CORP | 股票-工業 | 0.38% | -0.40% | EXIT | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.36% | — | +2.73% | |
| 43 | IAT | Ishares US Regional Banks Et | ETF-其他 | 0.36% | — | +17.70% | |
| 44 | HYLS | Ft Tactical High Yield ETF | ETF-非投資等級債 | 0.34% | — | -18.82% | |
| 45 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.33% | — | +186.03% | |
| 46 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.33% | — | +127.95% | |
| 47 | GAB | Gabelli Equity Trust | 股票-其他 | 0.33% | — | +0.82% | |
| 48 | MO | Altria Group INC | 股票-非循環性消費 | 0.33% | — | -2.47% | |
| 49 | XFFCX | Flaherty & Crumrine Pref INC | 股票-其他 | 0.33% | — | -1.95% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.32% | -0.41% | EXIT |