CIK: 0001602905
申報總市值
US$22.8億
僅顯示前 200 大持股（共 455 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 13.26% | -3.48% | +0.63% | |
| 2 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 7.52% | — | +3.38% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 7.13% | — | -20.03% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.49% | — | +1.20% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 6.15% | -0.23% | +5.26% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 6.00% | -0.06% | +4.97% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.66% | — | +9.47% | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.98% | — | — | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.98% | — | — | |
| 10 | IDV | Ishares International Select | ETF-其他 | 2.96% | — | +5.72% | |
| 11 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股與成長 | 2.93% | — | +34.70% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.87% | — | — | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.49% | — | +1.60% | |
| 14 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 2.23% | — | +6.17% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.93% | — | +0.81% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.92% | -0.12% | -1.95% | |
| 17 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.57% | — | +9.93% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.53% | +0.24% | — | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.53% | — | +12.18% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.44% | +0.19% | -1.02% | |
| 21 | VTV | Vanguard Value ETF | ETF-其他 | 1.40% | -0.48% | +1.58% | |
| 22 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.34% | — | +1.48% | |
| 23 | ✓ | Bank Of Kentucky Finl CORP | 股票-其他 | 1.33% | — | +0.04% | |
| 24 | AAXJ | Ishares Msci All Country Asi | ETF-其他 | 0.89% | — | — | |
| 25 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.77% | — | -6.56% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.66% | -0.23% | +22.60% | |
| 27 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.58% | — | -5.57% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.56% | — | +5.57% | |
| 29 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.38% | — | +4.36% | |
| 30 | ✓ | Rhino Resource Partners LP | 股票-其他 | 0.36% | — | +33.56% | |
| 31 | EPD | Enterprise Products Partners | 股票-能源 | 0.31% | — | +103.04% | |
| 32 | ARLP | Alliance Resource Partners | 股票-其他 | 0.28% | — | +0.91% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.28% | +1.30% | +0.61% | |
| 34 | PFE | Pfizer INC | 股票-醫療保健 | 0.28% | — | -0.51% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.26% | +0.04% | -1.88% | |
| 36 | USB | US Bancorp | 股票-金融 | 0.24% | — | +0.28% | |
| 37 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.22% | — | +1.96% | |
| 38 | T | At&t INC | 股票-通訊服務 | 0.21% | — | -1.70% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.19% | — | +1.27% | |
| 40 | DUK | Duke Energy CORP | 股票-公用事業 | 0.18% | — | +1.05% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.18% | +0.06% | -1.51% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.17% | — | +0.32% | |
| 43 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.17% | — | +2.40% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.17% | +0.07% | -1.65% | |
| 45 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.17% | — | +2.26% | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.16% | — | +0.60% | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.15% | — | +1.36% | |
| 48 | WEP | Magellan Midstream Partners | 股票-其他 | 0.14% | — | +2.52% | |
| 49 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 0.14% | — | +2.42% | |
| 50 | ✓ | MarkWest Energy | 股票-其他 | 0.14% | — | +0.82% |