CIK: 0001091559
申報總市值
US$138.5億
僅顯示前 200 大持股（共 310 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 | 11.63% | — | +11.44% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 10.22% | +0.11% | +8.23% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 5.56% | — | +7.31% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 5.52% | -0.12% | +9.87% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.31% | +0.52% | +4.06% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.87% | +0.63% | +4.62% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.66% | +0.18% | +2.64% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 3.21% | -0.30% | +13.16% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 3.18% | +0.08% | +15.53% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.79% | -0.08% | +5.62% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 2.21% | +0.01% | +3.28% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 2.17% | -0.08% | +7.91% | |
| 13 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 2.13% | +0.07% | +11.18% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.07% | -0.03% | +2.34% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 2.00% | +0.03% | +0.78% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.77% | -0.08% | +2.14% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.75% | -0.04% | +1.48% | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.20% | +0.01% | +13.52% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.19% | — | +3.93% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.13% | -0.03% | +12.48% | |
| 21 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股與成長 | 0.96% | +0.04% | +53.38% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.95% | +0.02% | +5.41% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.77% | -0.01% | +5.85% | |
| 24 | AAPL | Apple INC | 股票-科技 | 0.72% | +0.02% | +6.01% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | -0.06% | -0.19% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.67% | — | +7.01% | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.59% | +0.07% | +22.75% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.55% | — | +3.57% | |
| 29 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.53% | -0.34% | +21.99% | |
| 30 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.52% | — | +35.70% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.44% | +0.04% | +17.06% | |
| 32 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.43% | — | -3.18% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.43% | +0.16% | +2.20% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | — | +0.87% | |
| 35 | XLE | Ss Energy Select Sector | ETF-其他 | 0.42% | — | +4.40% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.41% | -0.01% | +11.97% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.39% | — | +5.42% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.37% | — | +3.85% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.37% | — | +26.58% | |
| 40 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.36% | — | +9.55% | |
| 41 | WFC | Wells Fargo & Co | 股票-金融 | 0.36% | — | +4.74% | |
| 42 | PEP | Pepsico INC | 股票-非循環性消費 | 0.35% | — | +0.68% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.35% | — | -3.27% | |
| 44 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.33% | — | +4.53% | |
| 45 | UTXZ | United Tech CORP | 股票-其他 | 0.31% | — | +6.75% | |
| 46 | MMM | 3m Co | 股票-工業 | 0.30% | — | +4.27% | |
| 47 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.29% | — | +5.89% | |
| 48 | PFE | Pfizer INC | 股票-醫療保健 | 0.28% | — | +0.78% | |
| 49 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.28% | — | +1.02% | |
| 50 | GOOG | Alphabet A | 股票-通訊服務 | 0.27% | — | +8.25% |