CIK: 0001633674
申報總市值
US$1.9億
僅顯示前 200 大持股（共 478 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 17.73% | -1.39% | +1.23% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 14.22% | +0.81% | -5.07% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 7.86% | -0.65% | +0.75% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.84% | +0.17% | -2.03% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 4.36% | +0.15% | -3.38% | |
| 6 | RZV | Invesco S&p Smallcap 600 Pur | ETF-其他 | 3.60% | +0.24% | +0.30% | |
| 7 | FTGC | First Trust Global Tactical | ETF-其他 | 2.34% | — | -3.90% | |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.87% | +0.10% | -3.75% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.45% | -0.17% | +298.63% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.29% | +0.04% | — | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.25% | +0.03% | -1.69% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.22% | +0.01% | +29.49% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 0.94% | +0.35% | -3.47% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.92% | +0.08% | -9.24% | |
| 15 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.83% | — | -0.52% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.81% | +0.09% | -1.38% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.64% | — | -10.46% | |
| 18 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.63% | -0.01% | -1.63% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.63% | — | -9.21% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.62% | -0.01% | — | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.59% | — | -20.50% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | +0.02% | — | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.57% | +0.03% | -6.83% | |
| 24 | ✓ | Ishares Tr | 股票-其他 | 0.56% | — | — | |
| 25 | FDLO | Fidelity Low Volat Fact ETF | ETF-其他 | 0.56% | — | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | -0.22% | — | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.52% | +0.07% | -5.10% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.51% | — | -0.95% | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.50% | — | — | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.49% | +0.20% | -4.56% | |
| 31 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.47% | — | -6.36% | |
| 32 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.45% | — | -4.06% | |
| 33 | AMD | Advanced Micro Devices | 股票-科技 | 0.42% | +0.08% | -45.77% | |
| 34 | T | At&t INC | 股票-通訊服務 | 0.41% | — | +9.87% | |
| 35 | MAIN | Main Street Capital CORP | 股票-金融 | 0.38% | — | — | |
| 36 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.37% | +0.04% | -6.28% | |
| 37 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.37% | — | -2.76% | |
| 38 | SPG | Simon Property Group INC | 股票-房地產 | 0.36% | — | +8.42% | |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.35% | — | — | |
| 40 | PEP | Pepsico INC | 股票-非循環性消費 | 0.35% | — | -6.16% | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.34% | — | -18.24% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.34% | — | -13.85% | |
| 43 | BND | Vanguard Total Bond Market | ETF-其他 | 0.33% | — | +9.86% | |
| 44 | ARCC | Ares Capital CORP | 股票-金融 | 0.32% | -0.13% | — | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.31% | +0.04% | -6.22% | |
| 46 | DJP | Ipath Bloomberg Commodity In | ETF-避險與商品 | 0.31% | — | -6.89% | |
| 47 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.31% | — | — | |
| 48 | BA | Boeing Co/the | 股票-工業 | 0.27% | +0.07% | -1.74% | |
| 49 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.26% | — | — | |
| 50 | LIN | Linde plc | 股票-原物料 | 0.26% | — | — |