CIK: 0001091559
申報總市值
US$138.5億
僅顯示前 200 大持股（共 335 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 | 12.23% | — | +5.80% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 9.37% | +0.11% | +2.96% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 6.17% | -0.12% | +6.44% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 5.61% | — | +4.62% | |
| 5 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 4.16% | +0.08% | +8.99% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.98% | +0.52% | +5.83% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.87% | +0.63% | +2.77% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 3.67% | -0.30% | +8.81% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.60% | +0.18% | +1.03% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.97% | -0.08% | +2.73% | |
| 11 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 2.49% | +0.07% | +4.40% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 2.03% | -0.08% | +8.89% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.98% | -0.03% | +8.31% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.91% | +0.01% | +2.00% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.80% | +0.03% | +1.84% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.54% | -0.08% | +4.77% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.51% | -0.04% | +2.11% | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.45% | +0.01% | +6.02% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.31% | -0.03% | +4.19% | |
| 20 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股與成長 | 1.25% | +0.04% | +7.45% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.17% | — | +6.50% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.99% | +0.07% | +13.13% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.88% | +0.02% | +4.35% | |
| 24 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.87% | — | +6.86% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.87% | — | +88.04% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.86% | -0.01% | +5.97% | |
| 27 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.81% | -0.34% | +24.71% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.67% | +0.02% | +3.84% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.54% | +0.16% | +15.81% | |
| 30 | XLE | Ss Energy Select Sector | ETF-其他 | 0.44% | — | +1.68% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.44% | -0.01% | -5.66% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.43% | — | +0.09% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | -0.06% | +0.91% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.40% | +0.04% | +5.01% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | — | +3.92% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.37% | — | +5.79% | |
| 37 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.36% | — | +4.02% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.36% | — | +6.35% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.35% | — | +3.45% | |
| 40 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.32% | — | +3.13% | |
| 41 | PEP | Pepsico INC | 股票-非循環性消費 | 0.32% | — | +1.82% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.32% | — | — | |
| 43 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.32% | — | -3.90% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.28% | — | — | |
| 45 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.28% | — | +3.91% | |
| 46 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.28% | — | +7.61% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.26% | — | -3.59% | |
| 48 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.25% | — | +4.38% | |
| 49 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.25% | +0.15% | +25.14% | |
| 50 | UTXZ | United Tech CORP | 股票-其他 | 0.24% | — | +3.85% |