CIK: 0001091559
申報總市值
US$138.5億
僅顯示前 200 大持股（共 267 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 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 12.33% | +0.11% | +6.53% | |
| 2 | TIP | Ishares Tips Bond ETF | ETF-其他 | 11.19% | — | +10.53% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 5.30% | — | +5.37% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 5.17% | -0.12% | +9.57% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.61% | +0.52% | +4.20% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.29% | +0.63% | +3.43% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.19% | +0.18% | +10.05% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.16% | -0.08% | +7.29% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.78% | -0.30% | +11.50% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 2.29% | +0.01% | +3.74% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 2.22% | +0.03% | +2.97% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.15% | -0.03% | +4.86% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 2.03% | +0.08% | +11.84% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.98% | -0.08% | +8.91% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.89% | -0.04% | +5.18% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.81% | -0.08% | +5.44% | |
| 17 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 1.79% | +0.07% | +15.14% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.37% | — | +3.12% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.00% | +0.01% | +13.44% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.99% | +0.02% | +4.86% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | -0.06% | -0.54% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.83% | -0.01% | +0.40% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.74% | -0.03% | +0.67% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.72% | — | +2.55% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.55% | — | +3.62% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.54% | — | +2.71% | |
| 27 | AAPL | Apple Computer | 股票-科技 | 0.54% | — | -4.04% | |
| 28 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.52% | — | +4.57% | |
| 29 | GOOG | Alphabet A | 股票-通訊服務 | 0.45% | — | +1.20% | |
| 30 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 0.44% | — | +1.76% | |
| 31 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.42% | — | +1.44% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.42% | +0.16% | +9.32% | |
| 33 | ✓ | Greenhaven Continuous Cmdty | 股票-其他 | 0.42% | — | -0.07% | |
| 34 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.41% | — | +70.63% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.41% | — | +1.65% | |
| 36 | PEP | Pepsico INC | 股票-非循環性消費 | 0.40% | — | +2.62% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.40% | — | +2.24% | |
| 38 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.38% | — | +0.08% | |
| 39 | XLE | Ss Energy Select Sector | ETF-其他 | 0.37% | — | +76.51% | |
| 40 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.36% | — | +3.55% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.35% | -0.01% | +11.16% | |
| 42 | PFE | Pfizer INC | 股票-醫療保健 | 0.35% | — | +4.94% | |
| 43 | UTXZ | United Tech CORP | 股票-其他 | 0.35% | — | -0.03% | |
| 44 | MMM | 3m Co | 股票-工業 | 0.35% | — | +2.38% | |
| 45 | WFC | Wells Fargo & Co | 股票-金融 | 0.34% | — | +3.83% | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.33% | +0.04% | +6.12% | |
| 47 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.28% | -0.04% | +6.53% | |
| 48 | WMT | Walmart INC | 股票-非循環性消費 | 0.27% | — | +3.28% | |
| 49 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.26% | — | +4.46% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.26% | — | -1.08% |