CIK: 0001540141
申報總市值
US$8.9億
僅顯示前 200 大持股（共 212 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 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 5.32% | -0.53% | +2.35% | |
| 2 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 3.84% | — | +2.70% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.24% | — | +4.04% | |
| 4 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 3.18% | -0.44% | +2.85% | |
| 5 | WFC | Wells Fargo & Co | 股票-金融 | 2.73% | -0.78% | +0.50% | |
| 6 | VFH | Vanguard Financials ETF | ETF-其他 | 2.49% | +0.08% | +4.50% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.48% | +0.28% | +2.38% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 2.04% | -0.47% | +1.53% | |
| 9 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 2.02% | +0.06% | +5.43% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.92% | +0.15% | +0.89% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.78% | +0.08% | +3.19% | |
| 12 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.77% | -0.19% | +1.39% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.68% | — | +3.55% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.67% | -0.05% | +4.75% | |
| 15 | UTXZ | United Tech CORP | 股票-其他 | 1.60% | +0.08% | -0.11% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.56% | +0.28% | -0.51% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.47% | — | +3.78% | |
| 18 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.44% | +0.07% | +2.38% | |
| 19 | VDE | Vanguard Energy ETF | ETF-其他 | 1.35% | — | +4.88% | |
| 20 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.33% | +0.08% | +2.53% | |
| 21 | INTC | Intel CORP | 股票-科技 | 1.29% | -0.21% | +1.11% | |
| 22 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 1.24% | +0.07% | — | |
| 23 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.22% | +0.20% | +2.92% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.18% | — | +0.98% | |
| 25 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.14% | — | +3.17% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | +0.07% | +1.93% | |
| 27 | PFE | Pfizer INC | 股票-醫療保健 | 0.96% | +0.18% | +1.95% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.94% | +0.05% | +0.00% | |
| 29 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 0.92% | — | +28.88% | |
| 30 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.92% | -0.06% | +28.38% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.91% | +0.05% | +2.67% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.86% | +0.09% | -0.46% | |
| 33 | T | At&t INC | 股票-通訊服務 | 0.82% | — | +6.96% | |
| 34 | YUM | Yum! Brands INC | 股票-循環性消費 | 0.81% | +0.06% | -0.26% | |
| 35 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.80% | +0.06% | +2.88% | |
| 36 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.78% | — | — | |
| 37 | ADP | Automatic Data Processing | 股票-科技 | 0.77% | — | +2.09% | |
| 38 | PEP | Pepsico INC | 股票-非循環性消費 | 0.75% | — | -0.06% | |
| 39 | DUK | Du Pont E I De Nemour&Co | 股票-公用事業 | 0.72% | — | +1.46% | |
| 40 | MMM | 3m Co | 股票-工業 | 0.71% | +0.05% | — | |
| 41 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.69% | +0.05% | +11.03% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.67% | — | -19.60% | |
| 43 | O | Realty Income CORP | 股票-房地產 | 0.65% | — | +2.77% | |
| 44 | MCK | Mckesson CORP | 股票-醫療保健 | 0.65% | — | +6.57% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.61% | — | +2.40% | |
| 46 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.60% | — | — | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.59% | +0.04% | -0.07% | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.58% | — | -2.91% | |
| 49 | DUK | Duke Energy CORP | 股票-公用事業 | 0.56% | — | +2.67% | |
| 50 | DOC | Healthpeak Properties, Inc. | 股票-房地產 | 0.54% | — | +10.45% |