CIK: 0001664847
申報總市值
US$6.7億
僅顯示前 200 大持股(共 285 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 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 17.17% | +2.18% | +0.05% | |
| 2 | ✓ | Rydex ETF Trust | ETF-其他 | 16.53% | — | -0.51% | |
| 3 | ✓ | Rydex ETF Trust | ETF-其他 | 7.22% | — | -0.56% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 6.23% | +0.04% | +4.03% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 5.82% | — | +14.84% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 4.58% | +0.02% | +104.22% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.18% | -0.01% | +0.35% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.47% | +0.05% | -0.58% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.80% | -0.02% | +6.17% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.83% | — | +6.87% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.76% | +0.03% | +1.57% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.56% | +0.05% | +12.65% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.46% | +0.06% | — | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.32% | -0.31% | EXIT | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.16% | — | +10.60% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.09% | +0.02% | +202.83% | |
| 17 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.00% | — | -22.77% | |
| 18 | PAYX | Paychex INC | 股票-科技 | 0.88% | -0.17% | — | |
| 19 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.75% | — | +5.64% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.72% | — | -1.52% | |
| 21 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.71% | — | -2.05% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.70% | — | -39.60% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.66% | — | -22.29% | |
| 24 | INTC | Intel CORP | 股票-科技 | 0.58% | +0.04% | -1.51% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.52% | — | +64.59% | |
| 26 | PM | Philip Morris International | 股票-非循環性消費 | 0.47% | -0.09% | -1.73% | |
| 27 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.40% | — | — | |
| 28 | T | At&t INC | 股票-通訊服務 | 0.38% | — | -15.07% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | — | — | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.35% | -0.10% | — | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.35% | — | +0.68% | |
| 32 | MTB | M & T Bank CORP | 股票-金融 | 0.34% | — | — | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.33% | — | -2.12% | |
| 34 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.33% | — | -7.26% | |
| 35 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.31% | -0.05% | +41.40% | |
| 36 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.30% | — | — | |
| 37 | AMGN | Amgen INC | 股票-醫療保健 | 0.30% | — | — | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.29% | — | +12.10% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.26% | — | +0.23% | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.25% | — | -6.01% | |
| 41 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.25% | — | -38.70% | |
| 42 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.25% | — | +14.22% | |
| 43 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.24% | — | — | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.24% | — | -8.80% | |
| 45 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.23% | — | — | |
| 46 | MMM | 3m Co | 股票-工業 | 0.23% | — | -2.45% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.22% | — | — | |
| 48 | MRK | Merck & Co., Inc. | 股票-醫療保健 | 0.21% | — | -4.80% | |
| 49 | DMRC | Digimarc Corporation | 股票-其他 | 0.21% | — | — | |
| 50 | EMN | Eastman Chemical Co | 股票-原物料 | 0.20% | — | — |