CIK: 0001424367
申報總市值
US$10.0億
僅顯示前 200 大持股（共 451 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 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 6.14% | — | +15.59% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 3.73% | — | +6.09% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.71% | — | +19.39% | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 3.62% | — | +38.54% | |
| 5 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 3.49% | — | +17.50% | |
| 6 | BWX | State Street Spdr Bloomberg | ETF-其他 | 3.40% | — | +114.96% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.78% | -0.23% | +1.35% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.13% | — | +4.40% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.97% | — | +0.55% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.79% | -0.17% | +21.54% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.79% | — | +10.87% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.64% | — | +10.66% | |
| 13 | RWO | State Street Spdr Dow Jones | ETF-其他 | 1.48% | — | +18.62% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.43% | — | +2.91% | |
| 15 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.37% | — | -2.89% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.32% | — | +29.65% | |
| 17 | BND | Vanguard Total Bond Market | ETF-其他 | 1.28% | +1.30% | -1.46% | |
| 18 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.25% | — | +21.57% | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 1.24% | — | +22.63% | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.22% | — | +8.62% | |
| 21 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.00% | — | +19.07% | |
| 22 | T | At&t INC | 股票-通訊服務 | 0.96% | — | +8.93% | |
| 23 | FTA | First Trust L C Val Alp | ETF-其他 | 0.80% | — | -0.48% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | — | +23.54% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.78% | +0.06% | +10.45% | |
| 26 | MO | Altria Group INC | 股票-非循環性消費 | 0.72% | — | +21.62% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.71% | — | +8.96% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.69% | — | +7.95% | |
| 29 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.69% | — | +17.12% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.68% | — | +9.68% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.68% | +0.45% | +8.82% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.67% | -0.04% | +4.36% | |
| 33 | MBB | Ishares Mbs ETF | ETF-其他 | 0.59% | — | -5.37% | |
| 34 | VUG | Vanguard Growth ETF | ETF-其他 | 0.55% | — | +1.86% | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.54% | — | -25.47% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.53% | — | +27.41% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.50% | +0.07% | -5.64% | |
| 38 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.49% | — | +38.09% | |
| 39 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.49% | — | +58.76% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.48% | — | +12.89% | |
| 41 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興市場 | 0.47% | — | +486.63% | |
| 42 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.46% | — | -6.84% | |
| 43 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.46% | — | +23.95% | |
| 44 | PM | Philip Morris International | 股票-非循環性消費 | 0.45% | — | +27.94% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.44% | +0.25% | +35.53% | |
| 46 | DUK | Duke Energy CORP | 股票-公用事業 | 0.42% | — | +31.29% | |
| 47 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.42% | — | +1886.40% | |
| 48 | SO | Southern Co/the | 股票-公用事業 | 0.42% | — | +25.41% | |
| 49 | O | Realty Income CORP | 股票-房地產 | 0.41% | — | +21.94% | |
| 50 | PFE | Pfizer INC | 股票-醫療保健 | 0.41% | — | +34.16% |