CIK: 0001559789
申報總市值
US$17.3億
僅顯示前 200 大持股（共 259 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.56% | — | -1.65% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.19% | -0.21% | -7.48% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.01% | — | -12.10% | |
| 4 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.83% | — | +10.80% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.80% | — | -0.36% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.70% | — | -4.48% | |
| 7 | T | At&t INC | 股票-通訊服務 | 1.45% | +0.09% | +0.70% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.36% | +0.01% | -15.14% | |
| 9 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.33% | — | -3.88% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.30% | -0.21% | +2.74% | |
| 11 | ABBV | Abbvie INC | 股票-醫療保健 | 1.26% | — | +5.82% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.18% | — | +30.34% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 1.18% | -0.13% | +1.25% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.17% | +0.03% | +0.73% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.16% | — | +3.96% | |
| 16 | MO | Altria Group INC | 股票-非循環性消費 | 1.15% | +0.05% | +3.06% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.13% | +0.08% | -25.82% | |
| 18 | ED | Consolidated Edison INC | 股票-公用事業 | 1.11% | — | +5.72% | |
| 19 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.08% | — | +9.62% | |
| 20 | WCC | Wesco International INC | 股票-工業 | 1.07% | — | -8.23% | |
| 21 | DOW | Dow Chem Co | 股票-原物料 | 1.05% | — | +8.57% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.03% | -0.29% | +10.23% | |
| 23 | LOW | Lowe's Cos INC | 股票-循環性消費 | 1.01% | — | -5.07% | |
| 24 | VAREUR | Varian Medical Systems INC | 股票-其他 | 0.93% | — | -6.93% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.93% | — | -0.44% | |
| 26 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.93% | — | -7.12% | |
| 27 | AMGN | Amgen INC | 股票-醫療保健 | 0.93% | — | -6.02% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.93% | — | +9.96% | |
| 29 | STT | State Street CORP | 股票-金融 | 0.92% | — | -6.90% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.92% | — | -11.59% | |
| 31 | BIIB | Biogen INC | 股票-醫療保健 | 0.92% | — | -7.37% | |
| 32 | AXE3EUR | Anixter International INC | 股票-其他 | 0.92% | — | -6.58% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.91% | — | +13.64% | |
| 34 | BKNG | Booking Hldgs INC | 股票-循環性消費 | 0.88% | — | -6.80% | |
| 35 | BWA | Borgwarner INC | 股票-循環性消費 | 0.87% | — | -6.31% | |
| 36 | COF | Capital One Financial CORP | 股票-金融 | 0.87% | — | -6.25% | |
| 37 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.85% | — | +3.09% | |
| 38 | MCK | Mckesson CORP | 股票-醫療保健 | 0.84% | — | -6.38% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | — | -6.18% | |
| 40 | LZB | La-z-boy INC | 股票-其他 | 0.83% | — | +1.17% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.83% | — | +10.84% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.82% | +0.05% | +3.79% | |
| 43 | ✓ | 股票-其他 | 0.82% | — | -7.40% | ||
| 44 | FXG | First Trust Consumer Staples | ETF-其他 | 0.81% | — | +0.52% | |
| 45 | AXP | American Express Company | 股票-金融 | 0.79% | — | -5.21% | |
| 46 | WSM | Williams-sonoma INC | 股票-循環性消費 | 0.77% | — | -6.38% | |
| 47 | ALXN | Alexion Pharmaceuticals INC | 股票-其他 | 0.77% | — | -6.13% | |
| 48 | HFCUSD | Hollyfrontier CORP | 股票-其他 | 0.76% | — | -6.40% | |
| 49 | HN9 | Hanesbrands INC | 股票-其他 | 0.76% | — | -6.27% | |
| 50 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.75% | — | -3.54% |