CIK: 0001449689
申報總市值
US$6.1億
僅顯示前 200 大持股（共 561 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.27% | — | +91.39% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.96% | -1.78% | +4.57% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.57% | -3.44% | +5.84% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 1.92% | — | +0.82% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.65% | -1.74% | +8.79% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.24% | -0.50% | -57.48% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.18% | -0.65% | +18.47% | |
| 8 | T | At&t INC | 股票-通訊服務 | 1.14% | +0.14% | +2.97% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.02% | -0.94% | +11.40% | |
| 10 | PSF | Cohen & Steers Select Prefer | 股票-其他 | 1.00% | — | -9.48% | |
| 11 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.99% | -0.01% | -25.76% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.97% | -0.07% | -3.59% | |
| 13 | ✓ | Powershares | 股票-其他 | 0.95% | -0.29% | +60.17% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.93% | -0.10% | +13.79% | |
| 15 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.90% | — | +255.61% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.89% | -0.83% | +8.94% | |
| 17 | ✓ | Spirit Realty Capital Inc | 股票-其他 | 0.89% | — | -37.11% | |
| 18 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.86% | — | +9.56% | |
| 19 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.85% | — | +220.30% | |
| 20 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.80% | -0.46% | +129.75% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 0.78% | -0.65% | +8.29% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.75% | -0.15% | +13.36% | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.74% | -0.75% | -19.84% | |
| 24 | AAPL | Apple INC | 股票-科技 | 0.72% | +0.01% | -8.79% | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 0.71% | -0.51% | +29.81% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.69% | -0.49% | +6.53% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.66% | -0.38% | +7.58% | |
| 28 | INTC | Intel CORP | 股票-科技 | 0.65% | — | +15.00% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.65% | — | -28.88% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.64% | — | +0.57% | |
| 31 | 1JFD | Pimco Dynamic Credit And Mor | 股票-其他 | 0.64% | — | +3.97% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.63% | — | +9.85% | |
| 33 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.63% | — | -3.77% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.63% | -0.76% | +85.94% | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.62% | -0.40% | +4.78% | |
| 36 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.60% | -0.20% | +20.94% | |
| 37 | CTLEUR | Centurylink INC | 股票-其他 | 0.60% | — | +17.22% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.59% | — | +3.43% | |
| 39 | VUG | Vanguard Growth ETF | ETF-其他 | 0.57% | — | +3.24% | |
| 40 | VTV | Vanguard Value ETF | ETF-其他 | 0.55% | -0.40% | +7.88% | |
| 41 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.54% | — | +17.80% | |
| 42 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.54% | — | -13.56% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.50% | -0.40% | +15.06% | |
| 44 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.50% | — | +115.12% | |
| 45 | ✓ | 股票-其他 | 0.49% | — | +0.54% | ||
| 46 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 0.49% | — | -11.43% | |
| 47 | MDT | Medtronic plc | 股票-醫療保健 | 0.48% | — | -2.48% | |
| 48 | VOD | Vodafone Group Public Limited Company | 股票-通訊服務 | 0.46% | — | -37.63% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.46% | — | -8.07% | |
| 50 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.45% | — | +5.88% |