CIK: 0001731359
申報總市值
US$2.5億
| # | 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 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 7.12% | — | — | |
| 2 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 5.40% | — | — | |
| 3 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 3.98% | — | — | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 3.97% | — | — | |
| 5 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 3.78% | — | — | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 3.13% | — | — | |
| 7 | KBE | Ss Spdr S&p Bank ETF | ETF-其他 | 2.60% | — | — | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.58% | — | — | |
| 9 | ✓ | Powershares | 股票-其他 | 2.55% | — | — | |
| 10 | CVX | Chevron CORP | 股票-能源 | 2.28% | +0.15% | — | |
| 11 | ✓ | Invesco Intl Developed Low Vol | 股票-其他 | 2.13% | — | — | |
| 12 | XLE | Ss Energy Select Sector | ETF-其他 | 2.11% | — | — | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.04% | -1.00% | — | |
| 14 | D | Dominion Energy INC | 股票-公用事業 | 2.01% | — | — | |
| 15 | WPC | Wp Carey INC | 股票-房地產 | 1.99% | +0.28% | — | |
| 16 | MO | Altria Group INC | 股票-非循環性消費 | 1.81% | +0.01% | — | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.67% | — | — | |
| 18 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興市場 | 1.66% | — | — | |
| 19 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.58% | — | — | |
| 20 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.57% | — | — | |
| 21 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 1.56% | — | — | |
| 22 | PM | Philip Morris International | 股票-非循環性消費 | 1.54% | — | — | |
| 23 | FSICUSD | Fs Kkr Capital CORP | 股票-其他 | 1.52% | — | — | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.50% | — | — | |
| 25 | ✓ | 股票-其他 | 1.46% | — | — | ||
| 26 | AAPL | Apple INC | 股票-科技 | 1.36% | +0.02% | — | |
| 27 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.21% | — | — | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.20% | +0.14% | — | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 1.10% | — | — | |
| 30 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.09% | — | — | |
| 31 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.03% | — | — | |
| 32 | ✓ | Rydex ETF Trust | ETF-其他 | 1.00% | — | — | |
| 33 | BXUSD | Blackstone Group Lp/the | 股票-其他 | 0.97% | — | — | |
| 34 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.91% | — | — | |
| 35 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.86% | — | — | |
| 36 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.85% | — | — | |
| 37 | COF | Capital One Financial CORP | 股票-金融 | 0.85% | -0.08% | — | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.84% | — | — | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.81% | — | — | |
| 40 | IDV | Ishares International Select | ETF-其他 | 0.79% | — | — | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.79% | +0.13% | — | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.78% | -0.08% | — | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.76% | — | — | |
| 44 | MMM | 3m Co | 股票-工業 | 0.76% | — | — | |
| 45 | XLF | Ss Financial Select Sector | ETF-其他 | 0.75% | — | — | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.59% | — | — | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.58% | — | — | |
| 48 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.56% | — | — | |
| 49 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 0.55% | — | — | |
| 50 | GOLD | Gold.com, Inc. | 股票-其他 | 0.54% | — | — |