CIK: 0001288917
申報總市值
US$6.4億
僅顯示前 200 大持股（共 236 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 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.88% | +0.24% | +0.56% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.85% | +0.03% | +1.81% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.80% | +0.08% | +0.51% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.79% | +0.16% | +1.72% | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 2.78% | +0.06% | +5.61% | |
| 6 | XLF | Ss Financial Select Sector | ETF-其他 | 2.56% | -0.05% | +2.33% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.50% | — | — | |
| 8 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.75% | -0.94% | -1.78% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.68% | -0.25% | -4.02% | |
| 10 | TPLUSD | Texas Pacific Land Trust | 股票-其他 | 1.60% | +0.36% | +0.67% | |
| 11 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.50% | +0.07% | +2.83% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.48% | — | +1.83% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.46% | -1.59% | EXIT | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.41% | — | -10.46% | |
| 15 | PEP | Pepsico INC | 股票-非循環性消費 | 1.38% | +0.10% | +0.10% | |
| 16 | MKL | Markel Group INC | 股票-金融 | 1.35% | — | +2.91% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.31% | — | +2.13% | |
| 18 | PFE | Pfizer INC | 股票-醫療保健 | 1.23% | — | +0.00% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.20% | +0.04% | -0.07% | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.20% | +0.17% | -1.24% | |
| 21 | T | At&t INC | 股票-通訊服務 | 1.15% | +0.22% | +7.54% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.15% | — | +0.03% | |
| 23 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.13% | — | +3.68% | |
| 24 | PAYX | Paychex INC | 股票-科技 | 1.08% | -0.26% | -1.00% | |
| 25 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.07% | — | -69.61% | |
| 26 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.06% | — | +2.09% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.04% | — | -22.63% | |
| 28 | NVCR | NovoCure Limited | 股票-醫療保健 | 1.02% | +0.25% | +8.77% | |
| 29 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 0.99% | — | +12.86% | |
| 30 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.94% | — | — | |
| 31 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 0.92% | — | +3.48% | |
| 32 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 0.92% | — | +3.84% | |
| 33 | ✓ | 股票-其他 | 0.91% | — | +2.76% | ||
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.91% | — | -1.81% | |
| 35 | DHS | Wisdomtree US High Dividend | ETF-其他 | 0.90% | — | +0.19% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.87% | — | +0.84% | |
| 37 | ABBV | Abbvie INC | 股票-醫療保健 | 0.87% | -0.80% | +2.66% | |
| 38 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.86% | — | -1.75% | |
| 39 | WWEUSD | World Wrestling Entertain-a | 股票-其他 | 0.83% | — | +3.03% | |
| 40 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.79% | +0.17% | +2.24% | |
| 41 | MO | Altria Group INC | 股票-非循環性消費 | 0.78% | -0.53% | +3.05% | |
| 42 | TGT | Target CORP | 股票-循環性消費 | 0.78% | — | -0.01% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.77% | +0.08% | +2.28% | |
| 44 | ETN | Eaton Corporation plc | 股票-工業 | 0.74% | — | -2.59% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | — | +3.35% | |
| 46 | LAMR | Lamar Advertising Co-a | 股票-房地產 | 0.73% | — | +11.17% | |
| 47 | PM | Philip Morris International | 股票-非循環性消費 | 0.72% | +0.21% | +4.55% | |
| 48 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 0.71% | +0.13% | +2.49% | |
| 49 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.69% | -0.38% | -80.05% | |
| 50 | DUK | Duke Energy CORP | 股票-公用事業 | 0.69% | — | -5.88% |