CIK: 0001475271
申報總市值
US$5.1億
| # | 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 | IGE | Ishares North American Natur | ETF-其他 | 10.99% | — | — | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 10.33% | — | — | |
| 3 | VV | Vanguard Large-cap ETF | ETF-其他 | 10.03% | -0.48% | — | |
| 4 | VB | Vanguard Small-cap ETF | ETF-其他 | 8.82% | -0.12% | — | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 8.71% | +0.08% | — | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.92% | +0.09% | — | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.75% | -0.12% | — | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 4.51% | -0.02% | — | |
| 9 | ✓ | Powershares Global ETF Trust | ETF-其他 | 3.98% | — | — | |
| 10 | DWM | Wisdomtree International Equ | ETF-其他 | 3.95% | -0.12% | — | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.50% | +0.38% | — | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.76% | -0.05% | — | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 1.63% | — | — | |
| 14 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 1.39% | -0.01% | — | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | -0.04% | — | |
| 16 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 1.20% | — | — | |
| 17 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.11% | -0.02% | — | |
| 18 | AMGN | Amgen INC | 股票-醫療保健 | 1.07% | — | — | |
| 19 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 1.07% | — | — | |
| 20 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股與成長 | 1.03% | — | — | |
| 21 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.90% | -0.01% | — | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.87% | -0.04% | — | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.74% | +0.02% | — | |
| 24 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.74% | — | — | |
| 25 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.67% | -0.04% | — | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.67% | -0.02% | — | |
| 27 | DUK | Du Pont E I De Nemour&Co | 股票-公用事業 | 0.65% | — | — | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.64% | — | — | |
| 29 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.63% | -0.12% | — | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | +0.02% | — | |
| 31 | T | At&t INC | 股票-通訊服務 | 0.54% | — | — | |
| 32 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.53% | — | — | |
| 33 | TROW | T Rowe Price Group INC | 股票-金融 | 0.43% | -0.05% | — | |
| 34 | CME | Cme Group INC | 股票-金融 | 0.38% | — | — | |
| 35 | WDAY | Workday Inc-class A | 股票-科技 | 0.35% | — | — | |
| 36 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.34% | — | — | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.31% | — | — | |
| 38 | ITW | Illinois Tool Works | 股票-工業 | 0.28% | — | — | |
| 39 | COP | Conocophillips | 股票-能源 | 0.25% | — | — | |
| 40 | ✓ | FTSE RAFI Emerg Mkts | 股票-其他 | 0.21% | — | — | |
| 41 | KMT | Kennametal INC | 股票-其他 | 0.17% | — | — | |
| 42 | WTRE | Wisdomtree New Economy Real | ETF-其他 | 0.16% | — | — |