CIK: 0001633674
申報總市值
US$1.9億
僅顯示前 200 大持股（共 494 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 | 16.66% | -1.39% | -2.86% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 13.57% | +0.81% | -0.79% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.15% | +0.17% | -0.57% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 6.48% | -0.65% | +1.02% | |
| 5 | RZV | Invesco S&p Smallcap 600 Pur | ETF-其他 | 4.51% | +0.24% | -7.86% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.69% | +0.15% | +0.08% | |
| 7 | PFLD | Aam Low Dur Pref & INC Sec | ETF-其他 | 2.91% | -0.37% | +151.49% | |
| 8 | FTGC | First Trust Global Tactical | ETF-其他 | 2.51% | — | -2.43% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.72% | +0.10% | -2.13% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.50% | -0.17% | -3.70% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.34% | +0.04% | — | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.21% | +0.03% | -0.99% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.00% | +0.35% | -4.02% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.90% | +0.08% | -1.61% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.87% | +0.07% | +12.71% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.80% | +0.09% | +0.30% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | +0.02% | -2.70% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.69% | +0.03% | -2.86% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.68% | +0.20% | -8.94% | |
| 20 | AVXL | Anavex Life Sciences CORP | 股票-其他 | 0.68% | — | +1.61% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.65% | — | +1.76% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.63% | +0.01% | -8.51% | |
| 23 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.60% | — | -3.77% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.59% | — | -1.11% | |
| 25 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.56% | — | -6.23% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | -0.22% | -12.95% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | -0.01% | -2.60% | |
| 28 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.53% | -0.01% | — | |
| 29 | DJP | Ipath Bloomberg Commodity In | ETF-避險與商品 | 0.52% | — | +19.42% | |
| 30 | ✓ | Ishares Tr | 股票-其他 | 0.46% | — | — | |
| 31 | BND | Vanguard Total Bond Market | ETF-其他 | 0.44% | — | +1.71% | |
| 32 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.43% | — | -6.70% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.42% | — | — | |
| 34 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.41% | — | +0.41% | |
| 35 | MAIN | Main Street Capital CORP | 股票-金融 | 0.38% | — | -4.94% | |
| 36 | ARCC | Ares Capital CORP | 股票-金融 | 0.38% | -0.13% | -2.06% | |
| 37 | PEP | Pepsico INC | 股票-非循環性消費 | 0.36% | — | +0.15% | |
| 38 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.35% | — | — | |
| 39 | FDLO | Fidelity Low Volat Fact ETF | ETF-其他 | 0.34% | — | -9.71% | |
| 40 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.33% | +0.04% | +1.24% | |
| 41 | ENB | Enbridge INC | 股票-能源 | 0.33% | +0.01% | +1.49% | |
| 42 | AMD | Advanced Micro Devices | 股票-科技 | 0.33% | +0.08% | -24.32% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.30% | +0.06% | -4.03% | |
| 44 | 1JFD | Pimco Dynamic Credit And Mor | 股票-其他 | 0.30% | — | +1.71% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.29% | — | — | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.29% | — | -3.07% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.29% | — | +0.55% | |
| 48 | SPG | Simon Property Group INC | 股票-房地產 | 0.27% | — | -14.38% | |
| 49 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.26% | — | — | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.25% | — | -9.14% |