CIK: 0001633674
申報總市值
US$1.9億
僅顯示前 200 大持股（共 507 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 | 15.63% | -1.39% | -2.36% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 14.17% | +0.81% | -1.41% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.98% | +0.17% | -0.96% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.92% | -0.65% | -3.16% | |
| 5 | RZV | Invesco S&p Smallcap 600 Pur | ETF-其他 | 4.35% | +0.24% | -4.46% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.58% | +0.15% | +0.70% | |
| 7 | PFLD | Aam Low Dur Pref & INC Sec | ETF-其他 | 3.16% | -0.37% | +11.84% | |
| 8 | FTGC | First Trust Global Tactical | ETF-其他 | 2.30% | — | -1.60% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.83% | -0.17% | -0.31% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.59% | +0.10% | -2.43% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.31% | +0.04% | — | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.16% | +0.35% | -1.07% | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.10% | +0.03% | -11.18% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.09% | — | +77.55% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.96% | +0.08% | -1.78% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.83% | +0.07% | -1.62% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.78% | +0.09% | -0.39% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.74% | +0.20% | +1.87% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.69% | +0.01% | +1.41% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | +0.02% | -0.74% | |
| 21 | AVXL | Anavex Life Sciences CORP | 股票-其他 | 0.65% | — | +2.01% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.63% | +0.03% | -4.86% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.61% | — | -2.07% | |
| 24 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.60% | — | +8.74% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | -0.22% | — | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.56% | -0.01% | +0.30% | |
| 27 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.55% | — | -2.32% | |
| 28 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.55% | -0.01% | -0.98% | |
| 29 | DJP | Ipath Bloomberg Commodity In | ETF-避險與商品 | 0.48% | — | -3.98% | |
| 30 | ✓ | Ishares Tr | 股票-其他 | 0.44% | — | — | |
| 31 | AMD | Advanced Micro Devices | 股票-科技 | 0.44% | +0.08% | -1.70% | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.41% | — | — | |
| 33 | MAIN | Main Street Capital CORP | 股票-金融 | 0.40% | — | — | |
| 34 | ARCC | Ares Capital CORP | 股票-金融 | 0.39% | -0.13% | +2.26% | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.38% | — | -7.32% | |
| 36 | BND | Vanguard Total Bond Market | ETF-其他 | 0.37% | — | -13.04% | |
| 37 | PEP | Pepsico INC | 股票-非循環性消費 | 0.37% | — | -9.34% | |
| 38 | FDLO | Fidelity Low Volat Fact ETF | ETF-其他 | 0.36% | — | -0.42% | |
| 39 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.34% | — | -14.38% | |
| 40 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.34% | — | — | |
| 41 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.32% | — | — | |
| 42 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.32% | +0.04% | — | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.32% | +0.06% | +4.20% | |
| 44 | ENB | Enbridge INC | 股票-能源 | 0.31% | +0.01% | — | |
| 45 | SPG | Simon Property Group INC | 股票-房地產 | 0.31% | — | -2.92% | |
| 46 | O | Realty Income CORP | 股票-房地產 | 0.31% | — | — | |
| 47 | PDI | Pimco Dynamic Income Fund | 股票-金融 | 0.29% | — | — | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.29% | — | -2.81% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.29% | — | -0.82% | |
| 50 | LIN | Linde plc | 股票-原物料 | 0.29% | — | — |