CIK: 0001633674
申報總市值
US$1.9億
僅顯示前 200 大持股（共 381 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 | 15.04% | — | +3.15% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 14.85% | +0.81% | +2.58% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 9.56% | +0.17% | +0.52% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 9.11% | -0.65% | +2.08% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 5.81% | +0.15% | -0.90% | |
| 6 | ✓ | Rydex ETF Trust | ETF-其他 | 4.17% | — | -8.25% | |
| 7 | FTGC | First Trust Global Tactical | ETF-其他 | 2.61% | — | +29.24% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.49% | -1.39% | +1.87% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.63% | +0.03% | -2.07% | |
| 10 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.51% | — | -1.15% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.33% | +0.10% | +0.57% | |
| 12 | ✓ | Ishares Dow Jones UBS Roll S | 股票-其他 | 1.22% | — | -36.62% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.94% | +0.09% | -3.80% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | +0.02% | +3.14% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.73% | -0.01% | +3.77% | |
| 16 | PKWUSD | Invesco Buyback Achievers Et | ETF-其他 | 0.71% | — | +28.54% | |
| 17 | MAIN | Main Street Capital CORP | 股票-金融 | 0.71% | — | — | |
| 18 | T | At&t INC | 股票-通訊服務 | 0.67% | — | +1.24% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | -0.22% | +4.02% | |
| 20 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.66% | — | +1.73% | |
| 21 | IBM | Intl Business Machines CORP | 股票-科技 | 0.63% | — | +2.63% | |
| 22 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.62% | — | +32.62% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | -0.12% | — | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.59% | +0.03% | -0.27% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.57% | -0.17% | -3.46% | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.55% | — | -8.09% | |
| 27 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.54% | — | +4.21% | |
| 28 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.53% | — | -1.82% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.46% | +0.06% | +7.63% | |
| 30 | DJP | Ipath Bloomberg Commodity In | ETF-避險與商品 | 0.45% | — | -7.18% | |
| 31 | RITM | Rithm Capital CORP | 股票-房地產 | 0.45% | — | — | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.41% | — | — | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.41% | +0.20% | — | |
| 34 | BND | Vanguard Total Bond Market | ETF-其他 | 0.41% | — | +44.61% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.40% | — | -2.32% | |
| 36 | PEP | Pepsico INC | 股票-非循環性消費 | 0.40% | — | -5.18% | |
| 37 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.40% | — | — | |
| 38 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.36% | +0.07% | — | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.34% | +0.35% | -1.95% | |
| 40 | PFLT | Pennantpark Floating Rate Ca | 股票-其他 | 0.34% | — | +3.73% | |
| 41 | CELG | Celgene CORP | 股票-其他 | 0.33% | — | — | |
| 42 | PFE | Pfizer INC | 股票-醫療保健 | 0.31% | — | — | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.31% | +0.04% | +90.03% | |
| 44 | CIM | Chimera Investment Corporation | 股票-其他 | 0.29% | — | — | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.29% | — | — | |
| 46 | NGG | National Grid plc | 股票-公用事業 | 0.28% | — | — | |
| 47 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.28% | — | +22.52% | |
| 48 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.26% | — | -10.71% | |
| 49 | EPD | Enterprise Products Partners | 股票-能源 | 0.26% | — | — | |
| 50 | PM | Philip Morris International | 股票-非循環性消費 | 0.26% | — | — |