CIK: 0001391166
申報總市值
US$7.1億
僅顯示前 200 大持股（共 493 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 | 14.47% | +0.91% | -3.66% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 10.26% | -0.39% | +8.48% | |
| 3 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 6.77% | — | +23.27% | |
| 4 | GLD | Spdr Gold Shares | ETF-避險與商品 | 5.51% | +0.44% | -8.54% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.31% | -0.34% | +8.36% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 4.61% | — | +4.03% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-其他 | 3.21% | — | +8.07% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.69% | — | -0.36% | |
| 9 | XLE | Ss Energy Select Sector | ETF-其他 | 2.17% | — | +9.75% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.15% | — | -3.35% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.98% | -0.12% | -3.41% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.77% | — | +20.95% | |
| 13 | EMLP | First Trust North American E | ETF-其他 | 1.63% | +0.62% | +618.01% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.62% | -0.04% | -0.48% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.56% | — | -24.45% | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.26% | — | -28.23% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.22% | -0.27% | +1.65% | |
| 18 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 1.21% | — | -5.17% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.13% | — | — | |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.11% | — | -0.03% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.98% | -0.35% | -1.42% | |
| 22 | IEUS | Ishares Msci Europe Small-ca | ETF-其他 | 0.80% | — | +2.89% | |
| 23 | AVGO | Broadcom INC | 股票-科技 | 0.72% | -0.12% | -3.38% | |
| 24 | NEE | Nextera Energy INC | 股票-公用事業 | 0.64% | — | -2.38% | |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.63% | +0.05% | +425433.33% | |
| 26 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.60% | — | +2.60% | |
| 27 | 1939900D | Brookfield Infrastructure-a | 股票-其他 | 0.57% | — | -3.40% | |
| 28 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.55% | -0.13% | EXIT | |
| 29 | ABBV | Abbvie INC | 股票-醫療保健 | 0.48% | -0.07% | -1.79% | |
| 30 | WSO | Watsco INC | 股票-工業 | 0.45% | -0.17% | EXIT | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.44% | — | -27.32% | |
| 32 | AMT | American Tower CORP | 股票-房地產 | 0.44% | -0.12% | EXIT | |
| 33 | PM | Philip Morris International | 股票-非循環性消費 | 0.44% | — | +10.51% | |
| 34 | LMT | Lockheed Martin CORP | 股票-工業 | 0.43% | — | -0.98% | |
| 35 | XIFR | Xplr Infrastructure LP | 股票-公用事業 | 0.42% | — | -11.84% | |
| 36 | BR | Broadridge Financial Solutio | 股票-科技 | 0.42% | — | -3.49% | |
| 37 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.41% | — | -21.25% | |
| 38 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.41% | — | -1.29% | |
| 39 | LIN | Linde plc | 股票-原物料 | 0.41% | — | -3.34% | |
| 40 | CONE1EUR | Cyrusone INC | 股票-其他 | 0.40% | — | +1.46% | |
| 41 | CSCO | Cisco Systems INC | 股票-科技 | 0.39% | -0.09% | -2.73% | |
| 42 | VICI | Vici Properties INC | 股票-房地產 | 0.38% | — | +8.96% | |
| 43 | AMGN | Amgen INC | 股票-醫療保健 | 0.38% | — | +3.65% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.38% | +0.09% | +81.86% | |
| 45 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 0.38% | — | +8.58% | |
| 46 | MO | Altria Group INC | 股票-非循環性消費 | 0.37% | — | +13.92% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.36% | — | -0.09% | |
| 48 | PAYX | Paychex INC | 股票-科技 | 0.35% | -0.06% | -0.70% | |
| 49 | STAG | Stag Industrial INC | 股票-房地產 | 0.34% | — | -2.36% | |
| 50 | CME | Cme Group INC | 股票-金融 | 0.34% | — | -2.03% |