CIK: 0001642140
申報總市值
US$4.2億
僅顯示前 200 大持股（共 949 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 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 9.93% | +16.89% | NEW | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 9.55% | — | — | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.72% | +11.72% | NEW | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.26% | +16.92% | NEW | |
| 5 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 6.10% | — | — | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 5.67% | — | — | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 5.16% | — | — | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 3.96% | — | — | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.07% | — | — | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.90% | — | — | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 2.89% | — | — | |
| 12 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 2.18% | -2.13% | — | |
| 13 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.96% | — | — | |
| 14 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.94% | — | — | |
| 15 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.76% | — | — | |
| 16 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.53% | — | — | |
| 17 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.91% | — | — | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.90% | +0.26% | NEW | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.84% | — | — | |
| 20 | PEP | Pepsico INC | 股票-非循環性消費 | 0.78% | — | — | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.75% | — | — | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.68% | +0.85% | NEW | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.66% | — | — | |
| 24 | AAPL | Apple INC | 股票-科技 | 0.64% | +1.17% | NEW | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.58% | +0.53% | NEW | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.57% | — | — | |
| 27 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.52% | +0.15% | NEW | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.51% | +0.74% | NEW | |
| 29 | UTXZ | United Tech CORP | 股票-其他 | 0.50% | — | — | |
| 30 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.48% | — | — | |
| 31 | AGZ | Ishares Agency Bond ETF | ETF-其他 | 0.48% | — | — | |
| 32 | VTV | Vanguard Value ETF | ETF-其他 | 0.46% | +0.64% | NEW | |
| 33 | PFE | Pfizer INC | 股票-醫療保健 | 0.45% | — | — | |
| 34 | T | At&t INC | 股票-通訊服務 | 0.45% | — | — | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.42% | +1.53% | NEW | |
| 36 | ✓ | PowerShares CEF Income Composite | 股票-其他 | 0.40% | — | — | |
| 37 | BLKCHF | Blackrock INC | 股票-其他 | 0.37% | — | — | |
| 38 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.36% | — | — | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.36% | +0.27% | NEW | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.35% | — | — | |
| 41 | EMR | Emerson Electric Co | 股票-工業 | 0.34% | — | — | |
| 42 | DUK | Du Pont E I De Nemour&Co | 股票-公用事業 | 0.33% | — | — | |
| 43 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.31% | — | — | |
| 44 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.31% | — | — | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.30% | — | — | |
| 46 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.30% | — | — | |
| 47 | MDT | Medtronic plc | 股票-醫療保健 | 0.30% | — | — | |
| 48 | TGT | Target CORP | 股票-循環性消費 | 0.29% | — | — | |
| 49 | TROW | T Rowe Price Group INC | 股票-金融 | 0.27% | — | — | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.27% | — | — |