CIK: 0001482880
申報總市值
US$206.9億
僅顯示前 200 大持股（共 210 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 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 10.66% | — | +1302.66% | |
| 2 | GXC | State Street Spdr S&p China | ETF-新興市場 | 10.49% | — | -2.28% | |
| 3 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 5.94% | — | -1.89% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.73% | -0.59% | +2.88% | |
| 5 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 4.19% | — | +2.71% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.80% | -0.14% | +1.85% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.62% | — | -2.51% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 1.87% | — | +4.90% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.85% | — | +2.74% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.49% | +0.03% | -0.82% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.40% | -0.11% | +0.71% | |
| 12 | ✓ | 股票-其他 | 1.27% | — | -79.53% | ||
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.11% | — | +4.29% | |
| 14 | WWD | Woodward INC | 股票-工業 | 1.04% | — | -0.37% | |
| 15 | WFC | Wells Fargo & Co | 股票-金融 | 1.00% | — | -0.93% | |
| 16 | ABBV | Abbvie INC | 股票-醫療保健 | 0.94% | — | +4.71% | |
| 17 | DXCM | Dexcom INC | 股票-醫療保健 | 0.93% | — | -0.76% | |
| 18 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.90% | — | +40.76% | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.86% | — | -5.79% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.85% | — | +3.58% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.80% | — | +4.71% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.77% | +0.02% | +6.53% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.77% | -0.17% | +30.09% | |
| 24 | UTXZ | United Tech CORP | 股票-其他 | 0.70% | — | -3.79% | |
| 25 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.69% | — | -4.05% | |
| 26 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.66% | — | +6.76% | |
| 27 | ✓ | AT & T, Inc. New | 股票-其他 | 0.65% | — | -2.39% | |
| 28 | PFE | Pfizer INC | 股票-醫療保健 | 0.63% | — | +10.95% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.63% | -0.22% | +8.00% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.63% | — | +8.85% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.61% | — | +7.73% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.60% | — | +21.69% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.59% | — | +30.60% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.54% | — | -6.30% | |
| 35 | ✓ | Alphabet INC Cl A | 股票-其他 | 0.51% | — | +11.43% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | -0.16% | +12.13% | |
| 37 | IBM | Intl Business Machines CORP | 股票-科技 | 0.48% | — | -7.02% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.48% | — | -11.16% | |
| 39 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.46% | — | -2.19% | |
| 40 | BCPC | Balchem CORP | 股票-原物料 | 0.44% | — | -14.23% | |
| 41 | UNP | Union Pacific CORP | 股票-工業 | 0.44% | — | -8.32% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | — | +3.02% | |
| 43 | SLM | Slm CORP | 股票-金融 | 0.42% | — | -0.01% | |
| 44 | PEP | Pepsico INC | 股票-非循環性消費 | 0.40% | — | +8.97% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.39% | — | -1.55% | |
| 46 | WMT | Walmart INC | 股票-非循環性消費 | 0.39% | — | +1.34% | |
| 47 | ROK | Rockwell Automation INC | 股票-工業 | 0.38% | — | — | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.38% | — | -6.81% | |
| 49 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.37% | — | +4.77% | |
| 50 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.37% | — | — |