CIK: 0001091559
申報總市值
US$138.5億
僅顯示前 200 大持股（共 301 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 | TIP | Ishares Tips Bond ETF | ETF-其他 | 11.27% | — | +8.26% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 9.94% | +0.11% | +5.49% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 5.63% | — | +7.19% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 5.41% | -0.12% | +9.51% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.40% | +0.52% | +4.18% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.98% | +0.18% | +10.09% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.85% | +0.63% | +3.67% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 3.28% | -0.30% | +12.90% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 3.15% | +0.08% | +18.56% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.78% | -0.08% | +3.08% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 2.24% | +0.01% | +2.61% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 2.18% | -0.08% | +7.52% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.15% | -0.03% | +3.96% | |
| 14 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 2.09% | +0.07% | +10.29% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 2.07% | +0.03% | +0.00% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.93% | -0.08% | +3.92% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.80% | -0.04% | +2.25% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.31% | — | +3.85% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.18% | +0.01% | +14.55% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.06% | -0.03% | +6.89% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.02% | +0.02% | +7.54% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.80% | -0.01% | +0.32% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | -0.06% | +1.54% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.68% | — | +10.11% | |
| 25 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股與成長 | 0.67% | +0.04% | +45.61% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.65% | +0.02% | +625.63% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | — | +2.14% | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.51% | +0.07% | +56.10% | |
| 29 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.47% | — | -0.89% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.46% | +0.16% | +5.76% | |
| 31 | XLE | Ss Energy Select Sector | ETF-其他 | 0.46% | — | +10.47% | |
| 32 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.46% | -0.34% | +14.58% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.41% | +0.04% | +10.77% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.41% | -0.01% | +9.41% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | — | -3.75% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.40% | — | +10.18% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.37% | — | +3.09% | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.36% | — | +2.76% | |
| 39 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.36% | — | -4.43% | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.36% | — | +2.86% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.35% | — | -1.16% | |
| 42 | PEP | Pepsico INC | 股票-非循環性消費 | 0.35% | — | +2.47% | |
| 43 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.35% | — | +4.26% | |
| 44 | UTXZ | United Tech CORP | 股票-其他 | 0.33% | — | +1.58% | |
| 45 | MMM | 3m Co | 股票-工業 | 0.30% | — | -2.84% | |
| 46 | PFE | Pfizer INC | 股票-醫療保健 | 0.30% | — | +0.38% | |
| 47 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.30% | — | -2.86% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.29% | — | +15.78% | |
| 49 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.28% | — | +10.95% | |
| 50 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.27% | -0.04% | +2.74% |