CIK: 0001583104
申報總市值
US$2.3億
僅顯示前 200 大持股（共 280 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 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 9.53% | — | -2.95% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 9.25% | +0.06% | -4.43% | |
| 3 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 6.67% | — | -1.34% | |
| 4 | GUNR | Flexshares Global Upstream N | ETF-其他 | 5.45% | — | -2.44% | |
| 5 | IYM | Ishares U.s. Basic Materials | ETF-其他 | 5.15% | — | -0.28% | |
| 6 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 5.00% | — | -12.84% | |
| 7 | BWX | State Street Spdr Bloomberg | ETF-其他 | 4.93% | — | +2.05% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 4.73% | -0.11% | +21.36% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 4.37% | -0.09% | +20.04% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.87% | -0.31% | -72.83% | |
| 11 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.82% | +0.01% | -73.00% | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 2.42% | +0.06% | +8.53% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.36% | — | +8.50% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.10% | +0.12% | +5.27% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.06% | +0.18% | +3.55% | |
| 16 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.91% | — | -25.56% | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.87% | -0.05% | +14.17% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.67% | -0.02% | +5.70% | |
| 19 | IBND | State Street Spdr Bloomberg | ETF-其他 | 1.50% | — | +17.06% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.22% | — | +50.97% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.01% | +0.12% | -40.75% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.84% | — | -1.43% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.82% | +0.12% | +3.21% | |
| 24 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.76% | -0.03% | +37.83% | |
| 25 | IGE | Ishares North American Natur | ETF-其他 | 0.74% | — | +12.19% | |
| 26 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.71% | — | -2.45% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.70% | — | +1.75% | |
| 28 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.69% | -0.20% | +1.48% | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.61% | — | +47.73% | |
| 30 | AAPL | Apple Computer | 股票-科技 | 0.58% | — | — | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.49% | +0.04% | +9.75% | |
| 32 | ✓ | Streamline Health Solutions | 股票-其他 | 0.48% | — | — | |
| 33 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.45% | — | -0.86% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.43% | — | +10.62% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | — | — | |
| 36 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 0.41% | — | +23.65% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.41% | — | +2.65% | |
| 38 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.38% | — | -1.13% | |
| 39 | VDE | Vanguard Energy ETF | ETF-其他 | 0.37% | — | -6.96% | |
| 40 | BND | Vanguard Total Bond Market | ETF-其他 | 0.34% | — | +0.28% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.34% | — | — | |
| 42 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.30% | — | +36.00% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.28% | — | -3.09% | |
| 44 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興市場 | 0.28% | — | -13.50% | |
| 45 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.24% | — | +37.20% | |
| 46 | D | Dominion Energy INC | 股票-公用事業 | 0.24% | -0.10% | — | |
| 47 | RWX | State Street Spdr Dow Jones | ETF-其他 | 0.22% | — | -43.07% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工業 | 0.21% | — | — | |
| 49 | PFE | Pfizer INC | 股票-醫療保健 | 0.21% | — | — | |
| 50 | REYN | Reynolds Consumer Products Inc. | 股票-其他 | 0.21% | — | +14.48% |