CIK: 0001664847
申報總市值
US$6.7億
僅顯示前 200 大持股(共 299 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 | ✓ | Rydex ETF Trust | ETF-其他 | 17.70% | — | +1.05% | |
| 2 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 16.01% | +2.18% | +1.21% | |
| 3 | ✓ | Rydex ETF Trust | ETF-其他 | 8.43% | — | -1.20% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 6.39% | +0.04% | +1.12% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.45% | -0.01% | +30.79% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 5.36% | — | +6.04% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 4.95% | +0.02% | +7.12% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.31% | +0.05% | -1.29% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.60% | -0.02% | -3.93% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.81% | +0.03% | +11.34% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.68% | — | +1.20% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.60% | +0.05% | -2.72% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.46% | +0.02% | +37.69% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.41% | +0.06% | — | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.06% | — | -0.45% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.01% | -0.31% | EXIT | |
| 17 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.84% | — | +277.13% | |
| 18 | PAYX | Paychex INC | 股票-科技 | 0.83% | -0.17% | +3.12% | |
| 19 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.66% | — | -24.78% | |
| 20 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.63% | — | +0.00% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.62% | — | -2.64% | |
| 22 | INTC | Intel CORP | 股票-科技 | 0.58% | +0.04% | — | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.57% | — | -4.11% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.53% | — | -0.27% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.51% | — | +56.34% | |
| 26 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.50% | — | -18.66% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | -0.10% | +1.15% | |
| 28 | PM | Philip Morris International | 股票-非循環性消費 | 0.39% | -0.09% | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | — | +2.54% | |
| 30 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.36% | — | — | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.33% | -0.05% | +31.38% | |
| 32 | MTB | M & T Bank CORP | 股票-金融 | 0.33% | — | -17.82% | |
| 33 | T | At&t INC | 股票-通訊服務 | 0.28% | — | — | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.27% | — | -4.73% | |
| 35 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.26% | — | +70.98% | |
| 36 | AMGN | Amgen INC | 股票-醫療保健 | 0.26% | — | — | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.25% | — | -4.07% | |
| 38 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.25% | — | -2.66% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.25% | — | -5.20% | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.24% | — | -14.60% | |
| 41 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.24% | — | — | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.24% | — | +18.47% | |
| 43 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.24% | — | -58.60% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.22% | — | — | |
| 45 | MMM | 3m Co | 股票-工業 | 0.20% | — | +0.46% | |
| 46 | EMN | Eastman Chemical Co | 股票-原物料 | 0.20% | — | — | |
| 47 | MRK | Merck & Co., Inc. | 股票-醫療保健 | 0.18% | — | -3.89% | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.17% | — | — | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.16% | — | — | |
| 50 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.16% | — | -27.81% |