CIK: 0001422508
申報總市值
US$6.7億
僅顯示前 200 大持股（共 208 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 7.43% | +0.15% | -1.04% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 5.26% | -0.01% | -7.69% | |
| 3 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 3.92% | — | +36.25% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.84% | +0.01% | -0.65% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.47% | +0.03% | +0.83% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.12% | — | +6.93% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.47% | — | -25.10% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.19% | -0.02% | -6.41% | |
| 9 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.83% | -0.04% | -2.62% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.70% | — | +1383.00% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.65% | — | +1.07% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.57% | — | -0.53% | |
| 13 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.56% | — | +4.94% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.49% | — | -0.48% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.43% | — | +61.08% | |
| 16 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.43% | +0.06% | -0.44% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.32% | -0.03% | +6.93% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.16% | — | -11.33% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.07% | — | -1.50% | |
| 20 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.04% | — | +35.32% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.94% | +0.21% | -2.05% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | +0.03% | -2.55% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.87% | -0.03% | +0.06% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.86% | +0.11% | -12.70% | |
| 25 | CSCO | Cisco Systems INC | 股票-科技 | 0.86% | +0.18% | +11.64% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.85% | — | +151.72% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.84% | -0.30% | +0.93% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.83% | — | +94.22% | |
| 29 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.80% | — | +39.31% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | -0.20% | -1.36% | |
| 31 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.78% | — | -23.02% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.76% | +0.01% | -16.76% | |
| 33 | PFE | Pfizer INC | 股票-醫療保健 | 0.73% | — | +0.51% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.67% | — | -46.35% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | +0.06% | +0.70% | |
| 36 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 0.64% | — | +0.44% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.63% | — | +18.49% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.63% | -0.23% | +1.21% | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.63% | +0.08% | NEW | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.62% | — | -4.50% | |
| 41 | COP | Conocophillips | 股票-能源 | 0.61% | — | -21.44% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.60% | +0.26% | +22.58% | |
| 43 | UNP | Union Pacific CORP | 股票-工業 | 0.59% | — | +0.92% | |
| 44 | HACKUSD | Etfmg Prime Cyber Security E | ETF-其他 | 0.59% | — | +55.62% | |
| 45 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.59% | — | -20.27% | |
| 46 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.58% | +0.21% | -0.99% | |
| 47 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.57% | — | +2.85% | |
| 48 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.53% | — | -61.49% | |
| 49 | PEP | Pepsico INC | 股票-非循環性消費 | 0.52% | — | -0.57% | |
| 50 | FKTFX | Franklin Ca Tax-fr Inc-a1 | 股票-其他 | 0.51% | — | — |