CIK: 0001731731
申報總市值
US$4.1億
僅顯示前 200 大持股（共 410 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 7.73% | -0.19% | — | |
| 2 | SCHR | Schwab Intermediate-term US | ETF-其他 | 5.48% | +0.51% | — | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.12% | — | — | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 5.01% | — | — | |
| 5 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 3.99% | — | — | |
| 6 | ✓ | 股票-其他 | 3.24% | — | — | ||
| 7 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 3.00% | — | — | |
| 8 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 2.16% | — | — | |
| 9 | MLPAUSD | Global X Mlp ETF | ETF-其他 | 2.01% | — | — | |
| 10 | GOF | Guggenheim Strategic Opportunities Fund | 股票-其他 | 1.74% | — | — | |
| 11 | WDIV | St Str Spd S&p Glo Div-us In | ETF-其他 | 1.72% | — | — | |
| 12 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 1.70% | — | — | |
| 13 | INKM | Ss Income Allocation ETF | ETF-其他 | 1.66% | — | — | |
| 14 | ✓ | Powershares Global ETF Trust | ETF-其他 | 1.64% | — | — | |
| 15 | BBTUSD | Bb&t CORP | 股票-其他 | 1.57% | — | — | |
| 16 | SIXEUR | Six Flags Entertainment CORP | 股票-其他 | 1.57% | — | — | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.54% | — | — | |
| 18 | T | At&t INC | 股票-通訊服務 | 1.46% | — | — | |
| 19 | HBNC | Horizon Bancorp Inc/in | 股票-其他 | 1.42% | — | — | |
| 20 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.41% | -0.24% | EXIT | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.37% | — | — | |
| 22 | DWX | State Street Spdr S&p Intern | ETF-其他 | 1.36% | — | — | |
| 23 | ABBV | Abbvie INC | 股票-醫療保健 | 1.35% | — | — | |
| 24 | BCE | Bce INC | 股票-通訊服務 | 1.34% | — | — | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 1.33% | -0.22% | — | |
| 26 | NUE | Nucor CORP | 股票-原物料 | 1.33% | — | — | |
| 27 | CSCO | Cisco Systems INC | 股票-科技 | 1.32% | — | — | |
| 28 | MO | Altria Group INC | 股票-非循環性消費 | 1.32% | — | — | |
| 29 | CCI | Crown Castle INC | 股票-房地產 | 1.23% | — | — | |
| 30 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.23% | — | — | |
| 31 | D | Dominion Energy INC | 股票-公用事業 | 1.23% | — | — | |
| 32 | PAYX | Paychex INC | 股票-科技 | 1.23% | — | — | |
| 33 | ETN | Eaton Corporation plc | 股票-工業 | 1.22% | — | — | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.21% | — | — | |
| 35 | O | Realty Income CORP | 股票-房地產 | 1.19% | — | — | |
| 36 | ARCC | Ares Capital CORP | 股票-金融 | 1.18% | — | — | |
| 37 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.18% | — | — | |
| 38 | MXIM | Maxim Integrated Products | 股票-其他 | 1.17% | — | — | |
| 39 | PHG | Koninklijke Philips Nvr- Ny | 股票-醫療保健 | 1.15% | — | — | |
| 40 | PNW | Pinnacle West Capital | 股票-公用事業 | 1.14% | — | — | |
| 41 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.01% | +0.29% | — | |
| 42 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-其他 | 0.88% | — | — | |
| 43 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 0.85% | — | — | |
| 44 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-其他 | 0.83% | — | — | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.80% | — | — | |
| 46 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.79% | — | — | |
| 47 | BWX | State Street Spdr Bloomberg | ETF-其他 | 0.66% | — | — | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.62% | — | — | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | -0.12% | — | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.51% | +0.08% | — |