CIK: 0001352547
申報總市值
US$18.1億
僅顯示前 200 大持股（共 220 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 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 4.66% | — | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.61% | +0.04% | +109.18% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.08% | +0.03% | -36.97% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.93% | — | -27.33% | |
| 5 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 2.75% | — | -3.91% | |
| 6 | CSM | Proshares Large Cap Core Plu | ETF-大型股與成長 | 2.70% | — | +5.17% | |
| 7 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 2.61% | +0.02% | +11.09% | |
| 8 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 2.43% | — | +13.00% | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.05% | — | -30.22% | |
| 10 | GSY | Invesco Ultra Short Duration | ETF-其他 | 1.90% | — | -22.43% | |
| 11 | FISV | Fiserv INC | 股票-其他 | 1.84% | — | -3.89% | |
| 12 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.80% | — | -60.61% | |
| 13 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | 1.77% | — | -22.94% | |
| 14 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.73% | — | -5.86% | |
| 15 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 1.73% | — | — | |
| 16 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.69% | — | +6010.20% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.62% | — | +78.54% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.57% | — | +49.77% | |
| 19 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.50% | — | -2.61% | |
| 20 | PXF | Invesco Rafi Developed Marke | ETF-其他 | 1.34% | — | -21.62% | |
| 21 | HYLB | Xtrackers Usd High Yield Cor | ETF-非投資等級債 | 1.30% | — | — | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.26% | -0.36% | -24.08% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.17% | -0.02% | -2.96% | |
| 24 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.17% | — | -54.50% | |
| 25 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.14% | — | -23.43% | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.06% | — | -6.99% | |
| 27 | UNP | Union Pacific CORP | 股票-工業 | 1.06% | — | -2.91% | |
| 28 | ASB | Associated Banc-corp | 股票-金融 | 0.95% | -0.12% | -5.10% | |
| 29 | ECL | Ecolab INC | 股票-原物料 | 0.94% | — | -2.42% | |
| 30 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.91% | — | -14.71% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.89% | — | +35.05% | |
| 32 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 0.85% | — | — | |
| 33 | TXN | Texas Instruments INC | 股票-科技 | 0.84% | +0.06% | -4.95% | |
| 34 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.76% | +0.01% | -4.91% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.74% | — | +4.28% | |
| 36 | PCY | Invesco Emerging Markets Sov | ETF-新興市場 | 0.74% | — | -52.08% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.73% | — | -1.24% | |
| 38 | AAPL | Apple INC | 股票-科技 | 0.73% | -0.03% | +0.03% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.71% | -0.16% | +3.16% | |
| 40 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.70% | +0.02% | -53.51% | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.67% | — | +0.40% | |
| 42 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 0.67% | — | -16.57% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.66% | +0.03% | +205.34% | |
| 44 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.65% | — | — | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.63% | — | -11.62% | |
| 46 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.62% | — | +38.28% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.61% | — | -0.95% | |
| 48 | IDV | Ishares International Select | ETF-其他 | 0.61% | — | -45.53% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.61% | — | -1.36% | |
| 50 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.60% | — | +46.13% |