CIK: 0001540141
申報總市值
US$8.9億
僅顯示前 200 大持股（共 209 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 | 3.96% | -0.53% | +0.11% | |
| 2 | WFC | Wells Fargo & Co | 股票-金融 | 2.84% | -0.78% | +2.51% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.72% | — | +4.02% | |
| 4 | VFH | Vanguard Financials ETF | ETF-其他 | 2.65% | +0.08% | +1.25% | |
| 5 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 2.64% | -0.44% | +5.31% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.48% | +0.28% | +1.65% | |
| 7 | CVX | Chevron CORP | 股票-能源 | 2.20% | -0.47% | -0.12% | |
| 8 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 2.04% | -0.19% | -0.08% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.95% | +0.15% | -1.03% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.92% | +0.08% | +1.53% | |
| 11 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 1.79% | — | -9.30% | |
| 12 | UTXZ | United Tech CORP | 股票-其他 | 1.69% | +0.08% | +1.47% | |
| 13 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 1.66% | +0.06% | -0.60% | |
| 14 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.65% | +0.07% | +39.70% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.50% | +0.07% | -0.48% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.50% | -0.06% | +6.14% | |
| 17 | INTC | Intel CORP | 股票-科技 | 1.46% | -0.21% | +0.59% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.45% | — | +0.92% | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.37% | +0.28% | +1.15% | |
| 20 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.36% | +0.08% | +2.45% | |
| 21 | VDE | Vanguard Energy ETF | ETF-其他 | 1.30% | — | +2.64% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.27% | -0.05% | +4.13% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.15% | +0.05% | +1.08% | |
| 24 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 1.15% | — | +0.16% | |
| 25 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.13% | +0.05% | +1.81% | |
| 26 | T | At&t INC | 股票-通訊服務 | 1.11% | — | +0.43% | |
| 27 | PFE | Pfizer INC | 股票-醫療保健 | 1.07% | +0.18% | -0.29% | |
| 28 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.05% | — | +0.88% | |
| 29 | ADP | Automatic Data Processing | 股票-科技 | 1.02% | — | +15.51% | |
| 30 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.01% | +0.20% | +1.72% | |
| 31 | CAT | Caterpillar INC | 股票-工業 | 0.94% | — | +0.01% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.94% | — | -2.04% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.94% | +0.05% | -0.11% | |
| 34 | BND | Vanguard Total Bond Market | ETF-其他 | 0.92% | -0.17% | +39.01% | |
| 35 | CSCO | Cisco Systems INC | 股票-科技 | 0.91% | — | +1.81% | |
| 36 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.90% | +0.07% | -9.18% | |
| 37 | USB | US Bancorp | 股票-金融 | 0.83% | — | +1.72% | |
| 38 | DUK | Du Pont E I De Nemour&Co | 股票-公用事業 | 0.82% | — | -0.67% | |
| 39 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.80% | — | +0.50% | |
| 40 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.79% | +0.06% | +1.81% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.78% | — | -0.97% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.78% | +0.09% | +1.15% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | +0.06% | +12.78% | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.74% | — | -0.47% | |
| 45 | PEP | Pepsico INC | 股票-非循環性消費 | 0.74% | — | -7.86% | |
| 46 | MMM | 3m Co | 股票-工業 | 0.70% | +0.05% | -0.86% | |
| 47 | MSFT | Microsoft CORP | 股票-科技 | 0.68% | — | -0.53% | |
| 48 | PM | Philip Morris International | 股票-非循環性消費 | 0.64% | — | +3.11% | |
| 49 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.64% | — | -0.16% | |
| 50 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.63% | — | -45.65% |