CIK: 0001766506
申報總市值
US$6.8億
僅顯示前 200 大持股（共 325 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 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 4.10% | — | +0.23% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.18% | — | -2.81% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.91% | — | +52.44% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 2.84% | — | +51.06% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.61% | — | +11.89% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.59% | — | +23.67% | |
| 7 | UPS | United Parcel Service-cl B | 股票-工業 | 2.44% | — | +0.04% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.36% | — | -3.01% | |
| 9 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 2.30% | — | +17.21% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.29% | — | +33.83% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.13% | — | -3.42% | |
| 12 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.80% | — | -0.85% | |
| 13 | ORCL | Oracle CORP | 股票-科技 | 1.58% | — | -0.31% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.57% | — | -3.46% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.55% | — | +32.88% | |
| 16 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.52% | — | +38.15% | |
| 17 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.47% | — | +578.91% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.41% | — | +36.52% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.35% | — | +32.66% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.34% | — | -1.40% | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.28% | — | +40.10% | |
| 22 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 1.22% | — | +27.24% | |
| 23 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 1.10% | — | +38.75% | |
| 24 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 1.08% | — | +23.17% | |
| 25 | HD | Home Depot INC | 股票-循環性消費 | 0.89% | — | +5.54% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.88% | — | +11.68% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.87% | — | +4.15% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | — | +5.93% | |
| 29 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 0.84% | — | -0.05% | |
| 30 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.79% | — | -0.37% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | — | -2.97% | |
| 32 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.66% | — | +124.90% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.61% | — | -3.65% | |
| 34 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.61% | — | -16.86% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.60% | — | -3.87% | |
| 36 | ABBV | Abbvie INC | 股票-醫療保健 | 0.60% | — | -5.53% | |
| 37 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.57% | — | +25.85% | |
| 38 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.55% | — | -1.85% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.54% | — | -6.17% | |
| 40 | MRO* | Marathon Oil CORP | 股票-其他 | 0.54% | — | — | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.53% | — | +9.81% | |
| 42 | AVGO | Broadcom INC | 股票-科技 | 0.52% | — | +25.15% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.51% | — | +15.83% | |
| 44 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.51% | — | — | |
| 45 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.50% | — | — | |
| 46 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.49% | — | -7.76% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.49% | — | +2.75% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.49% | — | -1.13% | |
| 49 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.48% | — | +0.03% | |
| 50 | MU | Micron Technology INC | 股票-科技 | 0.46% | — | -6.76% |