CIK: 0001288917
申報總市值
US$6.4億
僅顯示前 200 大持股（共 212 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 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 4.14% | — | +3.87% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 4.06% | — | +3.76% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 3.47% | — | +1.08% | |
| 4 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.74% | -0.38% | +5.23% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.52% | +0.03% | +0.02% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.38% | +0.16% | +0.88% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.36% | — | +0.84% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.34% | +0.08% | +0.72% | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.19% | +0.24% | +2.20% | |
| 10 | XLF | Ss Financial Select Sector | ETF-其他 | 2.13% | -0.05% | +2.61% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.02% | — | +3.96% | |
| 12 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.95% | — | +6.51% | |
| 13 | PEP | Pepsico INC | 股票-非循環性消費 | 1.92% | +0.10% | +4.12% | |
| 14 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.80% | — | +6.29% | |
| 15 | T | At&t INC | 股票-通訊服務 | 1.73% | +0.22% | +4.40% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.56% | — | +2.07% | |
| 17 | INTC | Intel CORP | 股票-科技 | 1.54% | — | +6.41% | |
| 18 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.53% | — | +6.65% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.51% | — | +5.78% | |
| 20 | PM | Philip Morris International | 股票-非循環性消費 | 1.47% | +0.21% | -1.62% | |
| 21 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-其他 | 1.40% | — | +0.88% | |
| 22 | MKL | Markel Group INC | 股票-金融 | 1.38% | — | -0.89% | |
| 23 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.35% | — | +3.35% | |
| 24 | WFC | Wells Fargo & Co | 股票-金融 | 1.34% | — | +460.96% | |
| 25 | SO | Southern Co/the | 股票-公用事業 | 1.34% | — | +4.95% | |
| 26 | PFE | Pfizer INC | 股票-醫療保健 | 1.33% | — | +5.11% | |
| 27 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 1.33% | — | +2.60% | |
| 28 | PAYX | Paychex INC | 股票-科技 | 1.28% | -0.26% | +3.99% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 1.28% | +0.04% | +5.26% | |
| 30 | DUK | Duke Energy CORP | 股票-公用事業 | 1.27% | — | +6.64% | |
| 31 | MO | Altria Group INC | 股票-非循環性消費 | 1.25% | -0.53% | +3.88% | |
| 32 | ABBV | Abbvie INC | 股票-醫療保健 | 1.25% | -0.80% | +9.06% | |
| 33 | VTR | Ventas INC | 股票-房地產 | 1.20% | -0.25% | -4.10% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.18% | — | +2.14% | |
| 35 | LMT | Lockheed Martin CORP | 股票-工業 | 1.18% | — | +6.50% | |
| 36 | BCE | Bce INC | 股票-通訊服務 | 1.13% | — | +6.57% | |
| 37 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.12% | -1.59% | EXIT | |
| 38 | F | Ford Motor Co | 股票-循環性消費 | 1.11% | — | +10.37% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.00% | — | +4.72% | |
| 40 | MIC2EUR | Macquarie Infrastructure Hol | 股票-其他 | 0.90% | — | +6.44% | |
| 41 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.88% | — | +7.24% | |
| 42 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.88% | — | +6.00% | |
| 43 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.77% | +0.65% | -1.39% | |
| 44 | FLO | Flowers Foods INC | 股票-非循環性消費 | 0.68% | — | — | |
| 45 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.68% | — | -0.16% | |
| 46 | HD | Home Depot INC | 股票-循環性消費 | 0.63% | — | -3.02% | |
| 47 | ETN | Eaton Corporation plc | 股票-工業 | 0.63% | — | +10.51% | |
| 48 | AAPL | Apple INC | 股票-科技 | 0.60% | +0.17% | -2.31% | |
| 49 | UPS | United Parcel Service-cl B | 股票-工業 | 0.59% | — | -0.35% | |
| 50 | HELE | Helen of Troy Limited | 股票-其他 | 0.47% | — | +12.30% |