CIK: 0001568068
申報總市值
US$20.1億
僅顯示前 200 大持股（共 548 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 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 6.57% | +0.12% | — | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 6.45% | +0.03% | — | |
| 3 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 5.45% | — | — | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.31% | -0.23% | — | |
| 5 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 4.25% | — | -3.46% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.96% | +0.08% | +337.48% | |
| 7 | ✓ | FTSE RAFI US 1500 Small Cap | 股票-其他 | 3.56% | — | -0.42% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.25% | +0.02% | -0.12% | |
| 9 | DTD | Wisdomtree US Total Dividend | ETF-其他 | 3.10% | — | +1.58% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.77% | — | — | |
| 11 | RWO | State Street Spdr Dow Jones | ETF-其他 | 2.32% | — | — | |
| 12 | PXF | Invesco Ftse Rafi Developed | ETF-其他 | 1.77% | — | -2.85% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.65% | — | +53440.00% | |
| 14 | IRMD | Iradimed CORP | 股票-其他 | 1.61% | — | — | |
| 15 | EPD | Enterprise Products Partners | 股票-能源 | 1.53% | — | -1.05% | |
| 16 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 1.39% | — | +3.00% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.36% | -0.02% | +6.81% | |
| 18 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.29% | — | +2.13% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.27% | -0.10% | +5.85% | |
| 20 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 1.16% | — | +2.66% | |
| 21 | XLE | Ss Energy Select Sector | ETF-其他 | 1.16% | — | -54.20% | |
| 22 | MUC | Blackrock Munihold Ca Qlty | 股票-其他 | 1.12% | — | -34.80% | |
| 23 | AAPL | Apple Computer | 股票-科技 | 1.11% | — | — | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.09% | — | +0.74% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.08% | — | — | |
| 26 | VCV | Invesco Ca Val Muni INC Tr | 股票-其他 | 0.95% | — | -16.67% | |
| 27 | ✓ | Powershares Global ETF Trust E | ETF-其他 | 0.95% | — | -3.27% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.93% | — | +0.95% | |
| 29 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 0.85% | — | -3.29% | |
| 30 | PNC | Pnc Financial Services Group | 股票-金融 | 0.81% | — | +475.01% | |
| 31 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.80% | — | -0.47% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.75% | — | -0.72% | |
| 33 | ✓ | Powershares Ftse Rafi Emerging Mkts (pxh) | 股票-其他 | 0.73% | — | -2.23% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.64% | — | -2.31% | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.61% | — | +0.38% | |
| 36 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.59% | — | +0.63% | |
| 37 | PEP | Pepsico INC | 股票-非循環性消費 | 0.54% | — | +1.23% | |
| 38 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.52% | — | +6.59% | |
| 39 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.52% | — | — | |
| 40 | PFE | Pfizer INC | 股票-醫療保健 | 0.51% | — | +4.56% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.51% | — | -2.72% | |
| 42 | EIM | Eaton Vance Municipal Bond | 股票-其他 | 0.51% | — | +1.48% | |
| 43 | VMO | Invesco Municipal Opport | 股票-其他 | 0.50% | — | +1.65% | |
| 44 | IQI | Invesco Quality Muni INC Tr | 股票-其他 | 0.50% | — | +1.52% | |
| 45 | BLK | BlackRock, Inc. | 股票-金融 | 0.50% | — | +2.07% | |
| 46 | ✓ | Nuveen Prem Income Mun Fd | 股票-其他 | 0.50% | — | +1.97% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.49% | — | +0.75% | |
| 48 | NZF | Nuveen Municipal Credit Income Fund | 股票-其他 | 0.49% | — | +1.97% | |
| 49 | VKQ | Invesco Municipal Trust | 股票-其他 | 0.49% | — | +1.60% | |
| 50 | ✓ | Nuveen Mun Advantage Fd INC | 股票-其他 | 0.49% | — | +1.48% |