CIK: 0001540141
申報總市值
US$8.9億
僅顯示前 200 大持股（共 225 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 7.04% | -1.09% | +7.81% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 3.77% | -0.44% | +20.44% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.12% | -0.53% | -6.47% | |
| 4 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 2.70% | -0.06% | +2.70% | |
| 5 | WFC | Wells Fargo & Co | 股票-金融 | 2.54% | -0.78% | -2.84% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.54% | +0.28% | -3.11% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.44% | — | +0.84% | |
| 8 | VFH | Vanguard Financials ETF | ETF-其他 | 2.31% | +0.08% | -1.73% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 2.03% | -0.47% | -0.33% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.85% | +0.15% | -1.22% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.76% | +0.08% | +0.02% | |
| 12 | UTXZ | United Tech CORP | 股票-其他 | 1.55% | +0.08% | -0.14% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 1.42% | -0.17% | -3.32% | |
| 14 | INTC | Intel CORP | 股票-科技 | 1.40% | -0.21% | -3.40% | |
| 15 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 1.35% | — | +4.45% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.33% | +0.28% | -1.72% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.32% | — | -0.59% | |
| 18 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.32% | +0.08% | +2.05% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.29% | -0.05% | +3.63% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.29% | +0.07% | -2.95% | |
| 21 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 1.14% | +0.06% | -24.23% | |
| 22 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.06% | +0.05% | +5.08% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.05% | — | — | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.03% | +0.05% | +0.73% | |
| 25 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.01% | +0.20% | +0.05% | |
| 26 | CSCO | Cisco Systems INC | 股票-科技 | 0.99% | — | -1.70% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.98% | +0.06% | -7.70% | |
| 28 | PFE | Pfizer INC | 股票-醫療保健 | 0.97% | +0.18% | +0.78% | |
| 29 | T | At&t INC | 股票-通訊服務 | 0.93% | — | +6.06% | |
| 30 | VDE | Vanguard Energy ETF | ETF-其他 | 0.93% | — | +0.93% | |
| 31 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.88% | — | -0.27% | |
| 32 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.87% | — | -0.44% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.83% | — | -1.52% | |
| 34 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.81% | +0.06% | +0.47% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | +0.05% | -1.14% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | +0.09% | -2.44% | |
| 37 | USB | US Bancorp | 股票-金融 | 0.73% | — | -1.00% | |
| 38 | CAT | Caterpillar INC | 股票-工業 | 0.73% | — | -32.93% | |
| 39 | ADP | Automatic Data Processing | 股票-科技 | 0.71% | — | -21.64% | |
| 40 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 0.67% | — | +3.85% | |
| 41 | PEP | Pepsico INC | 股票-非循環性消費 | 0.66% | — | +1.00% | |
| 42 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.66% | +0.07% | -3.95% | |
| 43 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.65% | — | — | |
| 44 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.65% | -0.19% | -25.26% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.65% | — | +0.17% | |
| 46 | ANETEUR | Arista Networks INC | 股票-其他 | 0.65% | — | -9.96% | |
| 47 | BA | Boeing Co/the | 股票-工業 | 0.64% | +0.07% | -11.87% | |
| 48 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.63% | +0.07% | -1.73% | |
| 49 | MMM | 3m Co | 股票-工業 | 0.63% | +0.05% | -0.76% | |
| 50 | PM | Philip Morris International | 股票-非循環性消費 | 0.61% | — | +9.59% |