CIK: 0001456048
申報總市值
US$65.3億
僅顯示前 200 大持股（共 1318 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 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 14.38% | — | -13.90% | |
| 2 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 10.36% | — | -8.09% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 6.45% | — | -0.82% | |
| 4 | RWX | State Street Spdr Dow Jones | ETF-其他 | 6.43% | — | -27.53% | |
| 5 | KO | Coca-cola Co/the | 股票-非循環性消費 | 5.45% | — | -0.34% | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 5.17% | -0.04% | +81.17% | |
| 7 | UBS | UBS Group AG | 股票-金融 | 4.87% | — | — | |
| 8 | FEZ | State Street Spdr Euro Stoxx | ETF-其他 | 3.48% | — | +15782.24% | |
| 9 | OEF | Ishares S&p 100 ETF | ETF-其他 | 3.38% | -0.08% | -7.12% | |
| 10 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 3.05% | — | +85.59% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.65% | -1.13% | +4.53% | |
| 12 | AAXJ | Ishares Msci All Country Asi | ETF-其他 | 2.56% | — | +189.54% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.39% | — | +7.11% | |
| 14 | ACWI | iShares MSCI ACWI ETF | ETF-其他 | 2.10% | — | +2335.04% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.90% | — | +7.10% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.72% | — | +3.77% | |
| 17 | UPS | United Parcel Service-cl B | 股票-工業 | 1.38% | — | -2.21% | |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.28% | — | +2730833.33% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.78% | -0.04% | -1.36% | |
| 20 | NYCBEUR | New York Community Bancorp | 股票-其他 | 0.53% | — | -1.17% | |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.52% | — | +17105.94% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | +0.09% | -3.85% | |
| 23 | HD | Home Depot INC | 股票-循環性消費 | 0.48% | — | -2.99% | |
| 24 | BA | Boeing Co/the | 股票-工業 | 0.47% | — | +0.04% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.47% | +0.06% | -9.30% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.45% | -0.12% | +24.90% | |
| 27 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.36% | — | +5.44% | |
| 28 | T | At&t INC | 股票-通訊服務 | 0.28% | — | -6.93% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.26% | -0.37% | +33.82% | |
| 30 | PEP | Pepsico INC | 股票-非循環性消費 | 0.24% | — | +16.31% | |
| 31 | SO | Southern Co/the | 股票-公用事業 | 0.22% | — | +17.79% | |
| 32 | ✓ | 股票-其他 | 0.19% | — | +16.39% | ||
| 33 | ACBIUSD | Atlantic Capital Bancshares | 股票-其他 | 0.17% | — | — | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.17% | +0.04% | -9.54% | |
| 35 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 0.17% | — | +7.81% | |
| 36 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.16% | — | +4.02% | |
| 37 | ✓ | Spdr Bloomberg 1 3 Mnth T Bll ETF | ETF-其他 | 0.16% | — | — | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.16% | -0.12% | +5.51% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.16% | — | +0.06% | |
| 40 | ✓ | Level 3 Communications INC | 股票-其他 | 0.15% | — | +0.28% | |
| 41 | ✓ | Agl Res INC | 股票-其他 | 0.15% | — | +0.96% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.14% | — | +4.67% | |
| 43 | WFC | Wells Fargo & Co | 股票-金融 | 0.14% | — | +31.41% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.13% | — | -2.70% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.13% | — | -2.98% | |
| 46 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.12% | — | -28.61% | |
| 47 | MO | Altria Group INC | 股票-非循環性消費 | 0.12% | — | +8.37% | |
| 48 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.12% | — | +3.12% | |
| 49 | ✓ | 股票-其他 | 0.12% | — | +1.12% | ||
| 50 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 0.12% | — | -38.78% |