CIK: 0001780607
申報總市值
US$7.2億
僅顯示前 200 大持股（共 283 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 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 4.83% | — | +7800.44% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 4.29% | — | — | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 3.43% | — | — | |
| 4 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 2.87% | — | — | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.74% | — | +14.23% | |
| 6 | MATX | Matson INC | 股票-工業 | 2.44% | — | — | |
| 7 | DFIC | Dimensional International Co | ETF-其他 | 2.42% | — | — | |
| 8 | INTF | Ishares International Equity | ETF-其他 | 2.24% | — | — | |
| 9 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 2.10% | — | — | |
| 10 | FTC | First Trust Large Cap Growth | ETF-大型股與成長 | 2.03% | — | — | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.02% | — | -5.87% | |
| 12 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.98% | — | — | |
| 13 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.98% | — | — | |
| 14 | XSLV | Invesco S&p Smallcap Low Vol | ETF-其他 | 1.88% | — | — | |
| 15 | CGGR | Cap Group Growth Equity | ETF-其他 | 1.84% | — | — | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.64% | — | -14.07% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.59% | — | -2.73% | |
| 18 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 1.54% | — | — | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 1.50% | — | — | |
| 20 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 1.46% | — | — | |
| 21 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.44% | — | — | |
| 22 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.19% | — | -11.94% | |
| 23 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 1.18% | — | — | |
| 24 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.93% | — | +19.38% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.93% | — | -1.92% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.87% | — | -11.47% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.86% | — | +31.14% | |
| 28 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.85% | — | — | |
| 29 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.85% | — | +7.82% | |
| 30 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.84% | — | +5.45% | |
| 31 | RTX | Rtx CORP | 股票-工業 | 0.81% | — | -17.86% | |
| 32 | LVHD | Franklin U.s. Low Volatility | ETF-其他 | 0.78% | — | -35.14% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.72% | — | -3.88% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.72% | — | -7.95% | |
| 35 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.71% | — | -14.09% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.67% | — | -8.06% | |
| 37 | AVGO | Broadcom INC | 股票-科技 | 0.65% | — | -2.91% | |
| 38 | BND | Vanguard Total Bond Market | ETF-其他 | 0.62% | — | -28.68% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | — | -16.34% | |
| 40 | SRE | Sempra | 股票-公用事業 | 0.61% | — | -6.53% | |
| 41 | TEL | TE Connectivity plc | 股票-科技 | 0.57% | — | -17.27% | |
| 42 | ALEX | Alexander & Baldwin INC | 股票-其他 | 0.55% | — | — | |
| 43 | NEE | Nextera Energy INC | 股票-公用事業 | 0.53% | — | -0.03% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.53% | — | +6.71% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.53% | — | +18.93% | |
| 46 | UPS | United Parcel Service-cl B | 股票-工業 | 0.47% | — | -17.47% | |
| 47 | LVHI | Franklin International Low V | ETF-其他 | 0.46% | — | -18.70% | |
| 48 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.43% | — | +9.56% | |
| 49 | PFE | Pfizer INC | 股票-醫療保健 | 0.42% | — | -5.72% | |
| 50 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.41% | — | +39.15% |