CIK: 0001631930
申報總市值
US$3.4億
| # | 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 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.64% | +0.23% | +7.85% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.49% | +0.13% | +4.55% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 4.46% | — | +16.28% | |
| 4 | GILD | Gilead Sciences INC | 股票-醫療保健 | 4.41% | +0.17% | +0.93% | |
| 5 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 4.11% | — | +21.85% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.76% | -0.57% | +0.31% | |
| 7 | CVS | Cvs Health CORP | 股票-醫療保健 | 3.71% | -0.05% | — | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.57% | -0.09% | +5.02% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 3.53% | -0.92% | — | |
| 10 | AAPL | Apple INC | 股票-科技 | 3.37% | -0.46% | -2.49% | |
| 11 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 3.27% | — | +49.51% | |
| 12 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 2.87% | — | — | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 2.65% | -0.06% | +1.21% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.52% | +0.17% | +0.53% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.35% | — | — | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.93% | +0.21% | +3.71% | |
| 17 | MMM | 3m Co | 股票-工業 | 1.87% | — | -8.28% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.71% | -0.48% | +0.89% | |
| 19 | SNI | Scripps Networks Inter-cl A | 股票-其他 | 1.65% | — | +3.37% | |
| 20 | TGT | Target CORP | 股票-循環性消費 | 1.64% | +0.09% | +1.21% | |
| 21 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.54% | +0.13% | +2.24% | |
| 22 | CHRW | C.h. Robinson Worldwide INC | 股票-工業 | 1.54% | — | — | |
| 23 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 1.52% | +0.18% | +21.02% | |
| 24 | MET | Metlife INC | 股票-金融 | 1.31% | — | +3.06% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.30% | -0.17% | +6.73% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 1.23% | — | -1.20% | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.21% | +0.06% | +20.10% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 1.17% | -0.15% | +0.92% | |
| 29 | ALL | Allstate CORP | 股票-金融 | 1.16% | — | — | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | -0.11% | — | |
| 31 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.11% | -0.01% | +2.03% | |
| 32 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.11% | -0.08% | -7.57% | |
| 33 | ACN | Accenture plc | 股票-科技 | 1.09% | -0.14% | — | |
| 34 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.07% | — | +16.27% | |
| 35 | WFC | Wells Fargo & Co | 股票-金融 | 1.04% | -0.05% | +1.24% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.99% | -0.06% | +0.44% | |
| 37 | GM | General Motors Co | 股票-循環性消費 | 0.97% | -0.08% | +11.18% | |
| 38 | AXP | American Express Company | 股票-金融 | 0.95% | — | — | |
| 39 | PFE | Pfizer INC | 股票-醫療保健 | 0.89% | — | +0.44% | |
| 40 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.89% | — | — | |
| 41 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.87% | — | +4.49% | |
| 42 | DE | Deere & Co | 股票-工業 | 0.86% | — | -6.84% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.72% | — | — | |
| 44 | KSS | Kohls CORP | 股票-循環性消費 | 0.70% | — | -9.11% | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 0.69% | -0.14% | — | |
| 46 | COP | Conocophillips | 股票-能源 | 0.65% | +0.05% | -2.76% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.64% | -0.88% | — | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.61% | — | — | |
| 49 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.61% | — | — | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.56% | — | — |