CIK: 0001602905
申報總市值
US$22.8億
僅顯示前 200 大持股（共 451 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 10.73% | +0.24% | -0.15% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 10.00% | -3.48% | +0.47% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 8.68% | -0.06% | +2.18% | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 8.44% | — | +0.82% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.22% | — | -0.45% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.94% | — | +2.65% | |
| 7 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股與成長 | 5.24% | — | +2.14% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 4.91% | — | +3.72% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 4.82% | -0.23% | +0.79% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 3.92% | — | +2.09% | |
| 11 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.95% | — | +0.02% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.75% | — | +0.03% | |
| 13 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 2.27% | — | +1.98% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.93% | — | -0.05% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.63% | — | -4.16% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.44% | -0.23% | -1.49% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.40% | — | -19.19% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.38% | — | -3.40% | |
| 19 | BBTUSD | Bb&t CORP | 股票-其他 | 1.23% | — | +15636.23% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.10% | +0.19% | -1.04% | |
| 21 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.70% | — | -1.50% | |
| 22 | AAXJ | Ishares Msci All Country Asi | ETF-其他 | 0.69% | — | -12.73% | |
| 23 | VTV | Vanguard Value ETF | ETF-其他 | 0.52% | -0.48% | -4.70% | |
| 24 | AAPL | Apple INC | 股票-科技 | 0.37% | -0.12% | +1.75% | |
| 25 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.34% | — | -5.95% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.31% | +1.30% | -0.68% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.26% | +0.06% | +97.80% | |
| 28 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.26% | — | -8.48% | |
| 29 | PFE | Pfizer INC | 股票-醫療保健 | 0.24% | — | +0.30% | |
| 30 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.23% | — | +3.19% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.21% | +0.04% | +0.35% | |
| 32 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.18% | — | +1.72% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.18% | — | +0.97% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.16% | — | +0.26% | |
| 35 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.16% | — | -1.55% | |
| 36 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.15% | — | +86.36% | |
| 37 | DUK | Duke Energy CORP | 股票-公用事業 | 0.15% | — | -0.59% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.14% | — | +77.72% | |
| 39 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.14% | — | -1.47% | |
| 40 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.14% | — | +0.68% | |
| 41 | MTG | Mgic Investment CORP | 股票-金融 | 0.14% | — | — | |
| 42 | T | At&t INC | 股票-通訊服務 | 0.13% | — | -25.40% | |
| 43 | WEP | Magellan Midstream Partners | 股票-其他 | 0.13% | — | +0.80% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.12% | +0.07% | +11.16% | |
| 45 | EPD | Enterprise Products Partners | 股票-能源 | 0.12% | — | +0.86% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.11% | -0.65% | — | |
| 47 | ET | Energy Transfer LP | 股票-能源 | 0.10% | — | +39.93% | |
| 48 | KMI | Kinder Morgan INC | 股票-能源 | 0.10% | — | -0.50% | |
| 49 | IDV | Ishares International Select | ETF-其他 | 0.10% | — | +48.99% | |
| 50 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 0.10% | — | +0.95% |