CIK: 0001633674
申報總市值
US$1.9億
僅顯示前 200 大持股（共 332 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 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 15.41% | — | +2.05% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 15.16% | +0.81% | -2.09% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 9.97% | +0.17% | +2.49% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 9.07% | -0.65% | +3.71% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 5.39% | +0.15% | +4.99% | |
| 6 | ✓ | Rydex ETF Trust | ETF-其他 | 4.88% | — | -2.36% | |
| 7 | DJP | Ipath Bloomberg Commodity In | ETF-避險與商品 | 4.20% | — | +8.23% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 3.16% | -1.39% | -4.94% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 2.22% | +0.03% | -2.13% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.07% | — | -9.74% | |
| 11 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.59% | — | -0.47% | |
| 12 | NYF | Ishares New York Muni Bond E | ETF-其他 | 1.44% | — | -0.10% | |
| 13 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.83% | — | +1.65% | |
| 14 | MAIN | Main Street Capital CORP | 股票-金融 | 0.78% | — | +1.54% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 0.70% | — | +0.48% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | -0.22% | +2.15% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | -0.12% | -8.00% | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.63% | — | — | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.62% | — | — | |
| 20 | PFLT | Pennantpark Floating Rate Ca | 股票-其他 | 0.61% | — | — | |
| 21 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.60% | — | -0.40% | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.59% | -0.17% | +1.18% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.58% | -0.01% | -1.62% | |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.45% | — | — | |
| 25 | T | At&t INC | 股票-通訊服務 | 0.45% | — | +0.15% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | +0.02% | +0.01% | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.42% | +0.07% | — | |
| 28 | EPD | Enterprise Products Partners | 股票-能源 | 0.37% | — | — | |
| 29 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.36% | — | -19.36% | |
| 30 | CELG | Celgene CORP | 股票-其他 | 0.32% | — | -6.41% | |
| 31 | UTXZ | United Tech CORP | 股票-其他 | 0.31% | — | — | |
| 32 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.30% | — | +0.47% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.28% | — | — | |
| 34 | ✓ | Lorillard INC | 股票-其他 | 0.28% | — | — | |
| 35 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.28% | — | +3.79% | |
| 36 | CIM | Chimera Investment Corporation | 股票-其他 | 0.27% | — | +18.54% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.27% | +0.03% | +5.22% | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.27% | — | -5.07% | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.26% | — | — | |
| 40 | PFE | Pfizer INC | 股票-醫療保健 | 0.26% | — | +3.95% | |
| 41 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.26% | — | +9.09% | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.25% | — | +0.56% | |
| 43 | ✓ | Google INC Class C | 股票-其他 | 0.25% | — | +11.29% | |
| 44 | ET | Energy Transfer LP | 股票-能源 | 0.24% | — | — | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.24% | — | — | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.24% | +0.09% | -9.65% | |
| 47 | PM | Philip Morris International | 股票-非循環性消費 | 0.23% | — | -13.44% | |
| 48 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.21% | — | — | |
| 49 | BND | Vanguard Total Bond Market | ETF-其他 | 0.20% | — | -3.98% | |
| 50 | AAL | American Airlines Group INC | 股票-工業 | 0.20% | — | -2.47% |