CIK: 0001091559
申報總市值
US$138.5億
僅顯示前 200 大持股（共 321 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 | 11.86% | — | +8.68% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 9.54% | +0.11% | +5.68% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 6.14% | -0.12% | +9.88% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 5.78% | — | +6.84% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.03% | +0.52% | +3.53% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.90% | +0.18% | +6.68% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.89% | +0.63% | +2.54% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 3.80% | +0.08% | +10.48% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 3.67% | -0.30% | +9.16% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.02% | -0.08% | +4.26% | |
| 11 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 2.21% | +0.07% | +8.11% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 2.09% | -0.08% | +6.93% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 2.04% | +0.01% | +2.42% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.00% | -0.03% | +2.82% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.89% | +0.03% | +2.73% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.70% | -0.08% | +2.32% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.53% | -0.04% | +1.29% | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.52% | +0.01% | +8.21% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.28% | — | +4.72% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.27% | -0.03% | +9.11% | |
| 21 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股與成長 | 1.17% | +0.04% | +14.92% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.92% | +0.02% | +6.57% | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.85% | +0.07% | +14.16% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.83% | -0.01% | +3.82% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.80% | +0.02% | +4.15% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.71% | — | +17.48% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.65% | — | +6.35% | |
| 28 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.64% | -0.34% | +22.40% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.50% | +0.04% | +13.49% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.49% | +0.16% | +7.07% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.48% | -0.01% | +5.73% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | -0.06% | +1.70% | |
| 33 | XLE | Ss Energy Select Sector | ETF-其他 | 0.45% | — | +15.07% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.42% | — | +0.42% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.38% | — | +4.88% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.37% | — | +16.41% | |
| 37 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.37% | — | -1.41% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.36% | — | +1.62% | |
| 39 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.35% | — | +3.22% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.34% | — | -0.06% | |
| 41 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.31% | — | +0.23% | |
| 42 | PEP | Pepsico INC | 股票-非循環性消費 | 0.31% | — | +0.86% | |
| 43 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.30% | — | +5.19% | |
| 44 | UTXZ | United Tech CORP | 股票-其他 | 0.27% | — | +1.47% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.27% | — | -3.20% | |
| 46 | MMM | 3m Co | 股票-工業 | 0.24% | — | -3.13% | |
| 47 | PFE | Pfizer INC | 股票-醫療保健 | 0.24% | — | -9.50% | |
| 48 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.24% | — | +0.56% | |
| 49 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.23% | +0.01% | +0.96% | |
| 50 | GOOG | Alphabet A | 股票-通訊服務 | 0.22% | — | -3.02% |