CIK: 0001588871
申報總市值
US$18.9億
僅顯示前 200 大持股（共 570 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 | 13.70% | -0.97% | +1.92% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 12.11% | — | +3.57% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 11.63% | +0.17% | +3.20% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-其他 | 7.08% | -0.23% | +1.45% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.33% | -0.21% | +2.55% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 3.40% | +0.16% | +10.84% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.13% | -0.31% | -0.32% | |
| 8 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 2.99% | -0.10% | +11.58% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.94% | -0.33% | +2.05% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.52% | +0.03% | -13.90% | |
| 11 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.19% | -0.17% | +1.41% | |
| 12 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.71% | — | -0.23% | |
| 13 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.64% | — | +1.81% | |
| 14 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 1.58% | — | +8.28% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.52% | -0.18% | -1.11% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.52% | — | -1.90% | |
| 17 | IYE | Ishares U.s. Energy ETF | ETF-其他 | 1.30% | — | +100162.34% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.24% | -0.30% | +4.90% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.16% | — | +2.61% | |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.94% | — | +3.87% | |
| 21 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.91% | +0.19% | +2.09% | |
| 22 | PFE | Pfizer INC | 股票-醫療保健 | 0.74% | — | -2.00% | |
| 23 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.60% | — | +4.50% | |
| 24 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.51% | — | +8.96% | |
| 25 | GL | Globe Life INC | 股票-金融 | 0.46% | — | -3.13% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.44% | +0.03% | +4.41% | |
| 27 | INTC | Intel CORP | 股票-科技 | 0.38% | — | +5.80% | |
| 28 | UNP | Union Pacific CORP | 股票-工業 | 0.37% | — | +4.28% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | +0.11% | +5.83% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.34% | — | +2.29% | |
| 31 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.30% | — | +7.22% | |
| 32 | GPN | Global Payments INC | 股票-工業 | 0.29% | — | -0.01% | |
| 33 | SO | Southern Co/the | 股票-公用事業 | 0.29% | +0.03% | +4.76% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.28% | +0.08% | +2.73% | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.26% | — | +10.70% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.26% | — | +0.46% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工業 | 0.26% | — | +2.25% | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.25% | — | +10.56% | |
| 39 | HD | Home Depot INC | 股票-循環性消費 | 0.24% | — | +9.07% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.24% | — | +15.66% | |
| 41 | SYK | Stryker CORP | 股票-醫療保健 | 0.24% | — | — | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.24% | — | +15.37% | |
| 43 | NEE | Nextera Energy INC | 股票-公用事業 | 0.23% | — | +40.91% | |
| 44 | T | At&t INC | 股票-通訊服務 | 0.22% | — | +30.42% | |
| 45 | MMM | 3m Co | 股票-工業 | 0.21% | — | +4.72% | |
| 46 | PEP | Pepsico INC | 股票-非循環性消費 | 0.19% | — | +5.35% | |
| 47 | FANG | Diamondback Energy INC | 股票-能源 | 0.19% | +0.02% | — | |
| 48 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.19% | -0.07% | +15.21% | |
| 49 | MAA | Mid-america Apartment Comm | 股票-房地產 | 0.19% | — | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.18% | — | +27.82% |