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AOR圖示

iShares Core 60/40 Balanced Allocation ETF

名稱 持股 交易金額 股數
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持股
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BlackRock
1
BlackRock
New York
US$1.36億 +US$271萬 +39,766 +2%
LPL Financial
2
LPL Financial
California
US$7406萬 -US$808萬 -118,652 -10%
WAM
3
Worth Asset Management
Texas
US$5162萬 +US$359萬 +52,693 +8%
JP Morgan Chase
4
JP Morgan Chase
New York
US$4631萬 +US$123萬 +18,002 +3%
Bank of America
5
Bank of America
North Carolina
US$4074萬 -US$20.2萬 -2,972 -0.5%
Mesirow Financial Investment Management
6
Mesirow Financial Investment Management
Illinois
US$3932萬 +US$17.9萬 +2,633 +0.5%
Wells Fargo
7
Wells Fargo
California
US$3912萬 +US$308萬 +45,294 +9%
Morgan Stanley
8
Morgan Stanley
New York
US$3648萬 -US$331萬 -48,534 -8%
Aspiriant LLC
9
Aspiriant LLC
California
US$3582萬 +US$40.3萬 +5,921 +1%
CWA
10
Consilium Wealth Advisory
Texas
US$3188萬 +US$250萬 +36,730 +9%
JSA
11
Jim Saulnier & Associates
Colorado
US$3151萬 +US$280萬 +41,160 +10%
Foundations Investment Advisors
12
Foundations Investment Advisors
Arizona
US$2705萬 +US$241萬 +35,376 +10%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
US$2339萬 -US$39.5萬 -5,805 -2%
Lebenthal Global Advisors
14
Lebenthal Global Advisors
New York
US$2255萬 +US$30.3萬 +4,455 +1%
MFS
15
Madrid Financial Services
California
US$2125萬 +US$228萬 +33,525 +12%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
US$2085萬 +US$152萬 +22,365 +8%
AssetMark Inc
17
AssetMark Inc
California
US$2015萬 +US$25.7萬 +3,773 +1%
BSW Wealth Partners
18
BSW Wealth Partners
Colorado
US$1925萬 +US$172萬 +25,313 +10%
Waverly Advisors
19
Waverly Advisors
Alabama
US$1715萬 -US$59.3萬 -8,707 -3%
Raymond James Financial
20
Raymond James Financial
Florida
US$1680萬 +US$72.5萬 +10,639 +5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
US$1584萬 +US$91.8萬 +13,482 +6%
Osaic Holdings
22
Osaic Holdings
Arizona
US$1507萬 +US$475萬 +69,717 +47%
UBS Group
23
UBS Group
Switzerland
US$1303萬 -US$154萬 -22,630 -11%
Stifel Financial
24
Stifel Financial
Missouri
US$1279萬 +US$33.1萬 +4,855 +3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
US$1239萬 +US$116萬 +17,050 +11%