CIK: 0001568787
申報總市值
US$134.0億
僅顯示前 200 大持股（共 584 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 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 25.46% | — | +0.97% | |
| 2 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 17.38% | — | +1.18% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 11.74% | -0.39% | +1.18% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.97% | — | +2.94% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.69% | +0.31% | -0.18% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 2.59% | +0.19% | -0.08% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.24% | — | -0.32% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.18% | +0.13% | +7.04% | |
| 9 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.03% | — | +0.95% | |
| 10 | ✓ | 股票-其他 | 0.86% | — | — | ||
| 11 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.62% | +0.14% | -5.76% | |
| 12 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.60% | — | -3.79% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | +0.13% | -0.90% | |
| 14 | ✓ | PowerShares CEF Income Composite | 股票-其他 | 0.59% | — | +18.14% | |
| 15 | AAPL | Apple INC | 股票-科技 | 0.58% | — | +48.62% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.49% | — | +12.29% | |
| 17 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.46% | — | +3.50% | |
| 18 | SO | Southern Co/the | 股票-公用事業 | 0.45% | — | -3.83% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.40% | — | +2.61% | |
| 20 | GOOG | Alphabet A | 股票-通訊服務 | 0.37% | — | +0.48% | |
| 21 | WMT | Walmart INC | 股票-非循環性消費 | 0.37% | — | +0.52% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.36% | — | +16.72% | |
| 23 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.36% | — | — | |
| 24 | T | At&t INC | 股票-通訊服務 | 0.36% | — | +3.21% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.35% | — | +5.68% | |
| 26 | PRA | Proassurance CORP | 股票-其他 | 0.34% | — | — | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 0.33% | — | +5.85% | |
| 28 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.33% | — | +0.43% | |
| 29 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 0.32% | — | -13.07% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.30% | -0.31% | -3.65% | |
| 31 | RF | Regions Financial CORP | 股票-金融 | 0.29% | — | +1.67% | |
| 32 | ESGRP | Enstar Group Limited - Deposita | 股票-其他 | 0.29% | — | — | |
| 33 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.29% | — | +2.90% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.28% | -0.09% | -3.40% | |
| 35 | QCOM | Qualcomm INC | 股票-科技 | 0.27% | — | +3.30% | |
| 36 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.27% | — | +2.90% | |
| 37 | UTXZ | United Tech CORP | 股票-其他 | 0.27% | — | -0.04% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.26% | — | -23.97% | |
| 39 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.26% | — | -5.48% | |
| 40 | TWXCHF | Time Warner INC | 股票-其他 | 0.26% | — | +0.43% | |
| 41 | UNP | Union Pacific CORP | 股票-工業 | 0.24% | — | — | |
| 42 | DAN | Dana INC | 股票-其他 | 0.23% | — | — | |
| 43 | EMR | Emerson Electric Co | 股票-工業 | 0.23% | — | — | |
| 44 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.23% | — | +9.03% | |
| 45 | AWK | American Water Works Co INC | 股票-公用事業 | 0.23% | — | — | |
| 46 | SLB | Slb LTD | 股票-能源 | 0.23% | — | -0.02% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.22% | +0.06% | -0.08% | |
| 48 | PEP | Pepsico INC | 股票-非循環性消費 | 0.22% | — | +11.81% | |
| 49 | RDS-A | Shell Plc-spon Adr-a | 股票-其他 | 0.22% | — | +0.05% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.21% | — | +4.17% |