CIK: 0001569292
申報總市值
US$8.0億
僅顯示前 200 大持股（共 651 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 | 15.51% | — | -0.56% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 13.82% | — | -5.05% | |
| 3 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 12.47% | — | +0.67% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 8.19% | — | -1.83% | |
| 5 | WTPI | Wisdomtree Equity Premium In | ETF-其他 | 6.67% | — | -1.38% | |
| 6 | DTH | Wisdomtree International Hig | ETF-其他 | 5.09% | — | -1.17% | |
| 7 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 4.58% | — | -3.11% | |
| 8 | JPIN | JPM Diversified Ret Intl Eq | ETF-其他 | 4.20% | — | +0.78% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 4.15% | — | -4.04% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 3.73% | — | +7.77% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.43% | — | +5.76% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.06% | — | -1.87% | |
| 13 | IQDF | Flexshares-int Qual Dvd Inde | ETF-其他 | 2.01% | — | +2.71% | |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.35% | — | -7.32% | |
| 15 | AAPL | Apple INC | 股票-科技 | 0.96% | — | -6.35% | |
| 16 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.88% | — | -3.26% | |
| 17 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.71% | — | -6.54% | |
| 18 | QDF | Flexshares Quality Dividend | ETF-其他 | 0.63% | — | +2.41% | |
| 19 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.61% | — | -2.28% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.54% | — | -3.35% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.41% | — | -3.86% | |
| 22 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.27% | — | +0.77% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.25% | — | +5.54% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.23% | — | -2.83% | |
| 25 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.23% | — | +1.97% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.22% | — | +9.71% | |
| 27 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 0.20% | — | -3.41% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.20% | — | -19.69% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.20% | — | -35.26% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.17% | — | +104.28% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.17% | — | +0.11% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.16% | — | +1.39% | |
| 33 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.16% | — | +7.72% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.14% | — | +1.87% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.12% | — | -12.43% | |
| 36 | TSLA | Tesla INC | 股票-循環性消費 | 0.12% | — | -9.67% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.12% | — | +0.73% | |
| 38 | VUG | Vanguard Growth ETF | ETF-其他 | 0.10% | — | — | |
| 39 | NEE | Nextera Energy INC | 股票-公用事業 | 0.10% | — | +235.30% | |
| 40 | WMT | Walmart INC | 股票-非循環性消費 | 0.10% | — | +0.11% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.09% | — | +69.25% | |
| 42 | JD | Jd.com Inc-adr | 股票-循環性消費 | 0.09% | — | -7.48% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.09% | — | +103.51% | |
| 44 | TGT | Target CORP | 股票-循環性消費 | 0.09% | — | +3.28% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.08% | — | +5.82% | |
| 46 | EVH | Evolent Health INC - A | 股票-其他 | 0.08% | — | -48.59% | |
| 47 | PFE | Pfizer INC | 股票-醫療保健 | 0.08% | — | +0.05% | |
| 48 | PYPL | Paypal Holdings INC | 股票-金融 | 0.08% | — | +0.25% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.08% | — | +38.90% | |
| 50 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.07% | — | +5.29% |