CIK: 0001543991
申報總市值
US$4.6億
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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 28.95% | -0.93% | +0.34% | |
| 2 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 16.09% | -0.02% | +3.17% | |
| 3 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 12.07% | — | +4.10% | |
| 4 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股與成長 | 9.57% | — | +4.50% | |
| 5 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 7.46% | — | +0.69% | |
| 6 | XLK | Ss Technology Select Sector | ETF-科技型 | 4.31% | — | +2.15% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.09% | — | -0.32% | |
| 8 | FISV | Fiserv INC | 股票-其他 | 2.74% | — | — | |
| 9 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.37% | — | -0.85% | |
| 10 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.11% | +0.02% | -4.06% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.88% | — | -2.29% | |
| 12 | HBAN | Huntington Bancshares INC | 股票-金融 | 0.56% | — | — | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | -0.14% | +0.32% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 0.44% | -0.20% | -0.90% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.42% | +1.10% | -0.07% | |
| 16 | AFL | Aflac Incorporated | 股票-金融 | 0.42% | — | — | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.39% | +0.01% | — | |
| 18 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.34% | — | — | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.33% | — | -2.35% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.33% | +0.03% | +4.10% | |
| 21 | AAPL | Apple Computer | 股票-科技 | 0.31% | — | +1.94% | |
| 22 | MANH | Manhattan Associates INC | 股票-科技 | 0.30% | — | — | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.30% | -0.02% | +32.88% | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.29% | — | +16.58% | |
| 25 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.19% | — | — | |
| 26 | HD | Home Depot INC | 股票-循環性消費 | 0.19% | -0.05% | -24.40% | |
| 27 | EWG | Ishares Msci Germany ETF | ETF-其他 | 0.16% | — | -12.78% | |
| 28 | ALGT | Allegiant Travel Co | 股票-其他 | 0.16% | — | — | |
| 29 | BAC | Bank of America Corporation | 股票-金融 | 0.15% | — | +36.53% | |
| 30 | ✓ | Linkedin CORP | 股票-其他 | 0.15% | — | — | |
| 31 | T | At&t INC | 股票-通訊服務 | 0.14% | — | -17.02% | |
| 32 | UNP | Union Pacific CORP | 股票-工業 | 0.14% | — | — | |
| 33 | GD | General Dynamics CORP | 股票-工業 | 0.13% | — | -13.51% | |
| 34 | ✓ | 股票-其他 | 0.12% | — | — | ||
| 35 | WFC | Wells Fargo & Co | 股票-金融 | 0.11% | -0.06% | EXIT | |
| 36 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.11% | — | — | |
| 37 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.10% | — | — | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.09% | — | — | |
| 39 | WMT | Walmart INC | 股票-非循環性消費 | 0.09% | — | — | |
| 40 | PPT | Putnam Premier Income Trust | 股票-其他 | 0.09% | — | — | |
| 41 | BA | The Boeing Company | 股票-工業 | 0.08% | — | — | |
| 42 | UTXZ | United Tech CORP | 股票-其他 | 0.08% | — | — | |
| 43 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.08% | — | — | |
| 44 | XLF | Ss Financial Select Sector | ETF-其他 | 0.08% | — | +2.32% | |
| 45 | F | Ford Motor Co | 股票-循環性消費 | 0.08% | — | +5.25% | |
| 46 | ✓ | 股票-其他 | 0.08% | — | — | ||
| 47 | ✓ | Amarin Corp Plc New Adrf | 股票-其他 | 0.08% | — | — | |
| 48 | LNC | Lincoln National CORP | 股票-金融 | 0.07% | — | — | |
| 49 | HAL | Halliburton Co | 股票-能源 | 0.07% | — | — | |
| 50 | ✓ | Powershares ETF Trust | ETF-其他 | 0.07% | — | — |