CIK: 0001633674
申報總市值
US$1.9億
僅顯示前 200 大持股（共 476 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 | 16.34% | — | +0.84% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 13.01% | +0.81% | +0.22% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 8.73% | -0.65% | -1.22% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.42% | +0.17% | +1.38% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 4.91% | +0.15% | +7.37% | |
| 6 | FTGC | First Trust Global Tactical | ETF-其他 | 3.56% | — | +2.84% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 3.19% | -1.39% | -2.17% | |
| 8 | RZV | Invesco S&p Smallcap 600 Pur | ETF-其他 | 3.11% | +0.24% | +0.62% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.50% | +0.10% | +0.81% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.24% | +0.03% | -1.88% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.88% | +0.09% | +0.93% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | -0.01% | -4.58% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.78% | — | -2.64% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | +0.02% | -7.48% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | -0.22% | -2.42% | |
| 16 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.71% | -0.01% | -2.21% | |
| 17 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.71% | — | -0.99% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.69% | +0.01% | +24.86% | |
| 19 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.66% | +0.04% | -2.91% | |
| 20 | MAIN | Main Street Capital CORP | 股票-金融 | 0.64% | — | +4.31% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.63% | +0.08% | +0.41% | |
| 22 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.63% | — | +7.19% | |
| 23 | ✓ | Ishares Tr | 股票-其他 | 0.62% | — | — | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | -0.12% | -1.98% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.53% | +0.35% | -14.21% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.53% | -0.17% | -2.51% | |
| 27 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.52% | — | -3.07% | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.49% | — | — | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.47% | +0.20% | +0.55% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.47% | — | +2.10% | |
| 31 | T | At&t INC | 股票-通訊服務 | 0.46% | — | -5.54% | |
| 32 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.45% | — | +0.38% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.43% | +0.03% | -2.24% | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 0.42% | — | +3.41% | |
| 35 | PFE | Pfizer INC | 股票-醫療保健 | 0.41% | — | — | |
| 36 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 0.40% | — | +6.67% | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.38% | — | — | |
| 38 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.38% | +0.07% | -10.12% | |
| 39 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.37% | — | +6.52% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.36% | +0.06% | -9.11% | |
| 41 | PEP | Pepsico INC | 股票-非循環性消費 | 0.36% | — | — | |
| 42 | ✓ | Wisdomtree Tr | 股票-其他 | 0.34% | — | +7.20% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.34% | — | +24.26% | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.32% | +0.04% | -20.64% | |
| 45 | BND | Vanguard Total Bond Market | ETF-其他 | 0.32% | — | -15.71% | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.30% | — | -9.15% | |
| 47 | ARCC | Ares Capital CORP | 股票-金融 | 0.30% | -0.13% | -8.00% | |
| 48 | RITM | Rithm Capital CORP | 股票-房地產 | 0.30% | — | -10.04% | |
| 49 | BA | Boeing Co/the | 股票-工業 | 0.29% | +0.07% | -3.01% | |
| 50 | DJP | Ipath Bloomberg Commodity In | ETF-避險與商品 | 0.27% | — | — |