CIK: 0001501436
申報總市值
US$84.7億
僅顯示前 200 大持股（共 1635 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 | BND | Vanguard Total Bond Market | ETF-其他 | 13.16% | -11.13% | EXIT | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.83% | -8.28% | EXIT | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.69% | -4.84% | EXIT | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 4.20% | -6.48% | EXIT | |
| 5 | LVHD | Franklin U.s. Low Volatility | ETF-其他 | 2.17% | -2.23% | EXIT | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.06% | -2.17% | EXIT | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.75% | -1.65% | EXIT | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.69% | -2.71% | EXIT | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.61% | -1.04% | EXIT | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.61% | -1.31% | EXIT | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.52% | -1.50% | EXIT | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.96% | -0.80% | EXIT | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.77% | -0.73% | EXIT | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 0.73% | -0.36% | EXIT | |
| 15 | AAPL | Apple INC | 股票-科技 | 0.71% | -1.49% | EXIT | |
| 16 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.67% | -0.61% | EXIT | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.64% | -1.35% | EXIT | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.64% | -0.87% | EXIT | |
| 19 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.55% | — | +21.66% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.53% | -0.62% | EXIT | |
| 21 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.52% | -0.82% | EXIT | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.49% | -0.52% | EXIT | |
| 23 | MO | Altria Group INC | 股票-非循環性消費 | 0.44% | — | +11.60% | |
| 24 | T | At&t INC | 股票-通訊服務 | 0.43% | — | +10.93% | |
| 25 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.43% | — | -4.62% | |
| 26 | DIV | Global X Superdividend Use | ETF-其他 | 0.43% | — | -2.38% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.42% | -0.31% | EXIT | |
| 28 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.42% | -0.39% | EXIT | |
| 29 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.39% | — | -2.25% | |
| 30 | PFE | Pfizer INC | 股票-醫療保健 | 0.38% | -0.35% | EXIT | |
| 31 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.37% | — | -6.17% | |
| 32 | LVHI | Franklin International Low V | ETF-其他 | 0.37% | -0.34% | EXIT | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 0.37% | -0.31% | EXIT | |
| 34 | VLO | Valero Energy CORP | 股票-能源 | 0.35% | — | +3.18% | |
| 35 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.35% | -0.33% | EXIT | |
| 36 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 0.34% | — | -4.56% | |
| 37 | QDF | Flexshares Quality Dividend | ETF-其他 | 0.34% | — | +21.15% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.32% | — | +18.40% | |
| 39 | D | Dominion Energy INC | 股票-公用事業 | 0.30% | — | +44.52% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.30% | -0.54% | EXIT | |
| 41 | BA | Boeing Co/the | 股票-工業 | 0.29% | — | -2.20% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.28% | -0.46% | EXIT | |
| 43 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.28% | -0.30% | EXIT | |
| 44 | PSX | Phillips 66 | 股票-能源 | 0.27% | — | +5.40% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.26% | -0.55% | EXIT | |
| 46 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.25% | -0.51% | EXIT | |
| 47 | GIS | General Mills INC | 股票-非循環性消費 | 0.25% | — | +2.88% | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.25% | — | +17.93% | |
| 49 | CCI | Crown Castle INC | 股票-房地產 | 0.24% | — | +2.80% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.23% | — | -4.61% |