CIK: 0001633674
申報總市值
US$1.9億
僅顯示前 200 大持股（共 399 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 | 14.82% | — | +2.21% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 14.64% | +0.81% | -0.58% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 9.96% | +0.17% | +0.46% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 8.38% | -0.65% | +1.42% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 5.09% | +0.15% | -1.98% | |
| 6 | ✓ | Rydex ETF Trust | ETF-其他 | 4.06% | — | -1.01% | |
| 7 | FTGC | First Trust Global Tactical | ETF-其他 | 3.65% | — | +1.24% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.65% | -1.39% | +14.22% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.53% | +0.03% | -1.94% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.52% | +0.10% | +5.64% | |
| 11 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.24% | — | -5.34% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.02% | +0.09% | +2.15% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | +0.02% | -0.15% | |
| 14 | PKWUSD | Invesco Buyback Achievers Et | ETF-其他 | 0.82% | — | +6.73% | |
| 15 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.81% | — | +8.87% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.73% | -0.01% | -0.15% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | -0.22% | — | |
| 18 | MAIN | Main Street Capital CORP | 股票-金融 | 0.66% | — | — | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | -0.12% | — | |
| 20 | T | At&t INC | 股票-通訊服務 | 0.61% | — | -11.41% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.61% | +0.03% | -1.32% | |
| 22 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.59% | — | — | |
| 23 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.57% | — | +2.10% | |
| 24 | BND | Vanguard Total Bond Market | ETF-其他 | 0.57% | — | +11.67% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.55% | -0.17% | -0.19% | |
| 26 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.54% | — | +2.56% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 0.50% | — | +0.83% | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.49% | — | — | |
| 29 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.49% | — | +99.98% | |
| 30 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.48% | +0.04% | +13.74% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | +0.06% | +0.70% | |
| 32 | RITM | Rithm Capital CORP | 股票-房地產 | 0.44% | — | — | |
| 33 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.43% | — | +8.00% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.42% | — | +5.73% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.42% | +0.20% | — | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.42% | +0.35% | +3.04% | |
| 37 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 0.41% | — | — | |
| 38 | PEP | Pepsico INC | 股票-非循環性消費 | 0.40% | — | — | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.38% | +0.04% | -0.35% | |
| 40 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.37% | +0.07% | — | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.37% | — | — | |
| 42 | DJP | Ipath Bloomberg Commodity In | ETF-避險與商品 | 0.31% | — | -18.06% | |
| 43 | PFLT | Pennantpark Floating Rate Ca | 股票-其他 | 0.30% | — | — | |
| 44 | PFE | Pfizer INC | 股票-醫療保健 | 0.30% | — | — | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.29% | — | +19.49% | |
| 46 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.28% | — | +22.86% | |
| 47 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.25% | — | -5.63% | |
| 48 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.24% | — | +5.88% | |
| 49 | CIM | Chimera Investment Corporation | 股票-其他 | 0.24% | — | +3.14% | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.23% | — | -2.14% |