CIK: 0001632968
申報總市值
US$13.2億
| # | 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 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 26.89% | — | — | |
| 2 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 16.97% | — | — | |
| 3 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 15.22% | — | — | |
| 4 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 11.74% | — | — | |
| 5 | ✓ | Directv | 股票-其他 | 5.87% | — | — | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.38% | — | — | |
| 7 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.38% | — | — | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 1.38% | — | — | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.22% | — | — | |
| 10 | CVX | Chevron CORP | 股票-能源 | 1.17% | — | — | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.03% | — | — | |
| 12 | AMGN | Amgen INC | 股票-醫療保健 | 0.88% | — | — | |
| 13 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.87% | — | — | |
| 14 | IBM | Intl Business Machines CORP | 股票-科技 | 0.68% | — | — | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.66% | — | — | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | — | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | — | — | |
| 18 | BA | Boeing Co/the | 股票-工業 | 0.50% | — | — | |
| 19 | ✓ | Minnesota Mun Income Ptfl In | 股票-其他 | 0.47% | — | — | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.46% | — | — | |
| 21 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.44% | — | — | |
| 22 | BP | Bp Plc-spons Adr | 股票-能源 | 0.42% | — | — | |
| 23 | WFC | Wells Fargo & Co | 股票-金融 | 0.41% | — | — | |
| 24 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 0.40% | — | — | |
| 25 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.40% | — | — | |
| 26 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.40% | — | — | |
| 27 | DUK | Duke Energy CORP | 股票-公用事業 | 0.35% | — | — | |
| 28 | UTXZ | United Tech CORP | 股票-其他 | 0.35% | — | — | |
| 29 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.35% | — | — | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.34% | — | — | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.34% | — | — | |
| 32 | INTC | Intel CORP | 股票-科技 | 0.33% | — | — | |
| 33 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.32% | — | — | |
| 34 | ✓ | Integrys Energy Group INC | 股票-其他 | 0.32% | — | — | |
| 35 | USB | US Bancorp | 股票-金融 | 0.32% | — | — | |
| 36 | LBEUR | L Brands INC | 股票-其他 | 0.31% | — | — | |
| 37 | AXP | American Express Co | 股票-金融 | 0.30% | — | — | |
| 38 | F | Ford Motor Co | 股票-循環性消費 | 0.30% | — | — | |
| 39 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.30% | — | — | |
| 40 | CTAS | Cintas CORP | 股票-工業 | 0.29% | — | — | |
| 41 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.28% | — | — | |
| 42 | T | At&t INC | 股票-通訊服務 | 0.28% | — | — | |
| 43 | ABBV | Abbvie INC | 股票-醫療保健 | 0.28% | — | — | |
| 44 | PFE | Pfizer INC | 股票-醫療保健 | 0.28% | — | — | |
| 45 | VUG | Vanguard Growth ETF | ETF-其他 | 0.25% | — | — | |
| 46 | FITB | Fifth Third Bancorp | 股票-金融 | 0.25% | — | — | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.24% | — | — | |
| 48 | VTV | Vanguard Value ETF | ETF-其他 | 0.23% | — | — | |
| 49 | KR | Kroger Co | 股票-非循環性消費 | 0.21% | — | — | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.21% | — | — |