CIK: 0001588871
申報總市值
US$18.9億
僅顯示前 200 大持股（共 598 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 12.63% | — | +2.38% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 12.43% | -0.97% | +2.77% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 11.47% | +0.17% | +2.99% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-其他 | 7.04% | -0.23% | +0.88% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 3.35% | +0.16% | +10.89% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.02% | -0.31% | +5.55% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.93% | -0.21% | +5.62% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.87% | +0.03% | +312.96% | |
| 9 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 2.77% | -0.10% | +64.60% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.62% | -0.33% | +3.66% | |
| 11 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.09% | -0.17% | +0.64% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.69% | — | -0.85% | |
| 13 | XLE | Ss Energy Select Sector | ETF-其他 | 1.67% | +0.60% | +3.17% | |
| 14 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.66% | — | +2.36% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.44% | -0.18% | -4.20% | |
| 16 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 1.40% | — | +11.45% | |
| 17 | PFE | Pfizer INC | 股票-醫療保健 | 1.32% | — | +0.18% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.06% | — | +3.79% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.00% | -0.30% | -2.35% | |
| 20 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.96% | +0.19% | +2.03% | |
| 21 | XLF | Ss Financial Select Sector | ETF-其他 | 0.74% | — | +9.14% | |
| 22 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.71% | — | -1.55% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.58% | — | +19.50% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.58% | +0.03% | -15.36% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | +0.11% | +3.63% | |
| 26 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.47% | — | +0.67% | |
| 27 | TMK | Torchmark CORP | 股票-其他 | 0.46% | — | +7.13% | |
| 28 | RF | Regions Financial CORP | 股票-金融 | 0.44% | — | -2.39% | |
| 29 | INTC | Intel CORP | 股票-科技 | 0.43% | — | +1.94% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.38% | — | -6.52% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.35% | +0.08% | +1.45% | |
| 32 | UNP | Union Pacific CORP | 股票-工業 | 0.35% | — | +35.28% | |
| 33 | MMM | 3m Co | 股票-工業 | 0.35% | — | +0.17% | |
| 34 | SO | Southern Co/the | 股票-公用事業 | 0.32% | +0.03% | -7.25% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.28% | — | -2.43% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.27% | — | +2.71% | |
| 37 | SWKS | Skyworks Solutions INC | 股票-科技 | 0.27% | — | -19.42% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.27% | — | +2.91% | |
| 39 | HD | Home Depot INC | 股票-循環性消費 | 0.27% | — | +0.23% | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.25% | — | +0.31% | |
| 41 | SYK | Stryker CORP | 股票-醫療保健 | 0.24% | — | +4.81% | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.23% | — | +5.93% | |
| 43 | PEP | Pepsico INC | 股票-非循環性消費 | 0.22% | — | -13.36% | |
| 44 | TSS | Total System Services INC | 股票-其他 | 0.21% | — | -1.31% | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.21% | — | -1.79% | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.21% | — | -0.94% | |
| 47 | LMT | Lockheed Martin CORP | 股票-工業 | 0.21% | — | -0.97% | |
| 48 | BAX | Baxter International INC | 股票-醫療保健 | 0.21% | — | -1.80% | |
| 49 | T | At&t INC | 股票-通訊服務 | 0.20% | — | -15.86% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.20% | — | +22.09% |