CIK: 0001588871
申報總市值
US$18.9億
僅顯示前 200 大持股（共 655 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 | 12.64% | -0.97% | +4.19% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 11.69% | — | +3.53% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 11.21% | +0.17% | +4.73% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-其他 | 6.70% | -0.23% | +1.93% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 3.22% | +0.16% | +11.41% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.12% | -0.21% | +4.33% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.97% | +0.03% | +5.12% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.64% | -0.31% | +2.60% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.56% | -0.33% | +3.99% | |
| 10 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 2.54% | -0.10% | +4.81% | |
| 11 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.17% | -0.17% | +2.89% | |
| 12 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.99% | — | +2.78% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.83% | — | -0.10% | |
| 14 | XLE | Ss Energy Select Sector | ETF-其他 | 1.67% | +0.60% | +7.26% | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.61% | — | +4.30% | |
| 16 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 1.48% | — | +11.57% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.41% | -0.18% | -1.45% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.12% | — | +8.65% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | -0.30% | -1.59% | |
| 20 | COP | Conocophillips | 股票-能源 | 1.06% | — | +1291.67% | |
| 21 | PFE | Pfizer INC | 股票-醫療保健 | 0.94% | — | -1.20% | |
| 22 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.88% | +0.19% | +3.36% | |
| 23 | XLF | Ss Financial Select Sector | ETF-其他 | 0.79% | — | +10.19% | |
| 24 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.65% | — | +2.63% | |
| 25 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.64% | — | +1.40% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | +0.03% | +1.47% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | +0.11% | +3.76% | |
| 28 | TMK | Torchmark CORP | 股票-其他 | 0.45% | — | -1.68% | |
| 29 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.42% | — | -2.89% | |
| 30 | INTC | Intel CORP | 股票-科技 | 0.37% | — | +1.13% | |
| 31 | UNP | Union Pacific CORP | 股票-工業 | 0.36% | — | +2.67% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.34% | — | -2.41% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.33% | +0.08% | +2.83% | |
| 34 | SO | Southern Co/the | 股票-公用事業 | 0.30% | +0.03% | -7.68% | |
| 35 | MMM | 3m Co | 股票-工業 | 0.30% | — | +7.75% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.29% | — | +3.93% | |
| 37 | SYK | Stryker CORP | 股票-醫療保健 | 0.29% | — | +6.30% | |
| 38 | HD | Home Depot INC | 股票-循環性消費 | 0.27% | — | -1.80% | |
| 39 | TSS | Total System Services INC | 股票-其他 | 0.27% | — | -1.81% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.26% | — | -0.30% | |
| 41 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.26% | — | +0.87% | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.25% | — | +1.07% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.25% | — | -0.57% | |
| 44 | LMT | Lockheed Martin CORP | 股票-工業 | 0.24% | — | +1.42% | |
| 45 | FANG | Diamondback Energy INC | 股票-能源 | 0.24% | +0.02% | — | |
| 46 | BAX | Baxter International INC | 股票-醫療保健 | 0.22% | — | +2.89% | |
| 47 | PEP | Pepsico INC | 股票-非循環性消費 | 0.22% | — | -1.01% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.21% | — | +10.05% | |
| 49 | MAA | Mid-america Apartment Comm | 股票-房地產 | 0.20% | — | -1.32% | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.20% | — | -3.65% |