CIK: 0001540141
申報總市值
US$8.9億
僅顯示前 200 大持股（共 215 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 | 4.32% | -0.53% | +3.99% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 2.71% | -0.44% | +2.93% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.68% | — | +3.15% | |
| 4 | WFC | Wells Fargo & Co | 股票-金融 | 2.46% | -0.78% | +2.45% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.31% | +0.28% | -0.15% | |
| 6 | VFH | Vanguard Financials ETF | ETF-其他 | 2.22% | +0.08% | -0.86% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.20% | +0.15% | -1.23% | |
| 8 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 2.15% | -0.19% | -1.70% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 2.02% | -0.47% | +0.44% | |
| 10 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 2.01% | — | +1.41% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.91% | +0.08% | +0.58% | |
| 12 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 1.80% | +0.06% | +1.66% | |
| 13 | UTXZ | United Tech CORP | 股票-其他 | 1.64% | +0.08% | +1.27% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.52% | — | +0.56% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.44% | -0.06% | -0.67% | |
| 16 | INTC | Intel CORP | 股票-科技 | 1.38% | -0.21% | +0.19% | |
| 17 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.29% | +0.07% | -5.64% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.28% | -0.05% | +1.32% | |
| 19 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.26% | +0.08% | -0.46% | |
| 20 | VDE | Vanguard Energy ETF | ETF-其他 | 1.22% | — | -0.05% | |
| 21 | PFE | Pfizer INC | 股票-醫療保健 | 1.21% | +0.18% | +27.44% | |
| 22 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.19% | +0.05% | +23.70% | |
| 23 | T | At&t INC | 股票-通訊服務 | 1.18% | — | +2.70% | |
| 24 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.18% | — | -1.52% | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.18% | — | +0.81% | |
| 26 | AAPL | Apple INC | 股票-科技 | 1.16% | +0.28% | +1.94% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.13% | +0.07% | +1.28% | |
| 28 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 1.13% | — | +2.60% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.10% | +0.05% | +1.56% | |
| 30 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 1.08% | +0.07% | -4.93% | |
| 31 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.08% | +0.20% | -0.09% | |
| 32 | O | Realty Income CORP | 股票-房地產 | 1.01% | — | +1.02% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.99% | +0.05% | -1.00% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.99% | — | -1.91% | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.91% | — | +3.23% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.87% | — | +2.76% | |
| 37 | PEP | Pepsico INC | 股票-非循環性消費 | 0.86% | — | +0.61% | |
| 38 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.83% | — | -1.72% | |
| 39 | ADP | Automatic Data Processing | 股票-科技 | 0.81% | — | +0.95% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.80% | — | +0.35% | |
| 41 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.77% | +0.06% | -0.04% | |
| 42 | CAT | Caterpillar INC | 股票-工業 | 0.76% | — | +4.93% | |
| 43 | MMM | 3m Co | 股票-工業 | 0.75% | +0.05% | -3.06% | |
| 44 | DUK | Du Pont E I De Nemour&Co | 股票-公用事業 | 0.73% | — | +0.00% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | +0.09% | -4.29% | |
| 46 | BND | Vanguard Total Bond Market | ETF-其他 | 0.70% | -0.17% | +48.05% | |
| 47 | PM | Philip Morris International | 股票-非循環性消費 | 0.69% | — | +0.93% | |
| 48 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.68% | +0.11% | +13.32% | |
| 49 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.68% | — | -2.24% | |
| 50 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資等級公司債 | 0.66% | -0.06% | +1.00% |