CIK: 0001373442
申報總市值
US$856.5億
僅顯示前 200 大持股（共 269 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 | ✓ | MarkWest Energy | 股票-其他 | 5.56% | — | — | |
| 2 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 3.95% | — | — | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.86% | — | — | |
| 4 | AN | Autonation INC | 股票-循環性消費 | 2.35% | — | — | |
| 5 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.29% | — | — | |
| 6 | UPS | United Parcel Service-cl B | 股票-工業 | 2.20% | — | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.13% | -0.26% | — | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.91% | -0.35% | — | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.72% | +0.14% | — | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.64% | — | — | |
| 11 | SPH | Suburban Propane Partners LP | 股票-其他 | 1.60% | — | — | |
| 12 | HRL | Hormel Foods CORP | 股票-非循環性消費 | 1.51% | — | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.47% | — | — | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.43% | +0.08% | — | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.36% | — | — | |
| 16 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.29% | — | — | |
| 17 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 1.26% | — | — | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.21% | +0.09% | — | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.20% | — | — | |
| 20 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.19% | — | — | |
| 21 | WFC | Wells Fargo & Co | 股票-金融 | 1.15% | — | — | |
| 22 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.14% | — | — | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.01% | — | — | |
| 24 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股與成長 | 1.00% | — | — | |
| 25 | T | At&t INC | 股票-通訊服務 | 0.99% | — | — | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.97% | — | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.95% | — | — | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.94% | — | — | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | -0.10% | — | |
| 30 | CAT | Caterpillar INC | 股票-工業 | 0.89% | — | — | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.87% | -0.60% | — | |
| 32 | KSUEUR | Kansas City Southern | 股票-其他 | 0.83% | — | — | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.75% | — | — | |
| 34 | COP | Conocophillips | 股票-能源 | 0.75% | — | — | |
| 35 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.73% | — | — | |
| 36 | ✓ | Williams Partners | 股票-其他 | 0.72% | — | — | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.72% | — | — | |
| 38 | ✓ | Revolution Lighting Technolo | 股票-其他 | 0.70% | — | — | |
| 39 | PFE | Pfizer INC | 股票-醫療保健 | 0.70% | — | — | |
| 40 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.68% | -0.18% | — | |
| 41 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.68% | — | — | |
| 42 | ADP | Automatic Data Processing | 股票-科技 | 0.64% | — | — | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.62% | — | — | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.61% | +0.11% | — | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.60% | — | — | |
| 46 | BWX | State Street Spdr Bloomberg | ETF-其他 | 0.60% | — | — | |
| 47 | DE | Deere & Co | 股票-工業 | 0.59% | — | — | |
| 48 | WM | Waste Management INC | 股票-工業 | 0.56% | — | — | |
| 49 | CERNCHF | Cerner CORP | 股票-其他 | 0.55% | — | — | |
| 50 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.54% | -0.11% | — |