CIK: 0001767340
申報總市值
US$4.8億
僅顯示前 200 大持股（共 678 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 | FISR | Ss Fi Sector Rotation | ETF-其他 | 7.25% | -0.68% | +6.56% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 5.03% | +0.33% | -1.81% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.02% | +0.01% | -1.34% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 4.79% | -0.07% | -3.68% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 4.52% | -0.08% | -2.78% | |
| 6 | XLSR | Ss US Sector Rotation | ETF-其他 | 4.41% | -0.07% | -3.21% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 3.91% | -0.93% | -9.49% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.75% | -0.27% | EXIT | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.96% | -0.02% | -5.38% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.54% | -0.21% | +1.49% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 2.43% | -1.21% | +44.64% | |
| 12 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-其他 | 2.27% | — | +4.27% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 2.22% | — | -3.01% | |
| 14 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 2.09% | — | +9.07% | |
| 15 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 2.06% | +0.48% | -19.20% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.74% | +0.01% | -1.59% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.62% | +0.90% | -52.83% | |
| 18 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.54% | — | +0.09% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.49% | +0.21% | +3.23% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.45% | — | -4.31% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.40% | — | -2.50% | |
| 22 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.40% | +0.03% | -41.63% | |
| 23 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 1.34% | — | -2.75% | |
| 24 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.23% | — | +100.92% | |
| 25 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 1.20% | — | +274780.00% | |
| 26 | UPS | United Parcel Service-cl B | 股票-工業 | 1.13% | — | -1.06% | |
| 27 | EBND | State Street Spdr Bloomberg | ETF-其他 | 1.11% | — | +2.97% | |
| 28 | AAPL | Apple INC | 股票-科技 | 1.08% | +0.09% | +3.37% | |
| 29 | CTAS | Cintas CORP | 股票-工業 | 0.99% | — | — | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.99% | — | -3.74% | |
| 31 | DUK | Duke Energy CORP | 股票-公用事業 | 0.85% | — | +0.01% | |
| 32 | GWX | State Street Spdr S&p Intern | ETF-其他 | 0.78% | — | +3.26% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.65% | — | +1.84% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.64% | +0.34% | -8.40% | |
| 35 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.62% | — | -8.01% | |
| 36 | HD | Home Depot INC | 股票-循環性消費 | 0.60% | — | -3.15% | |
| 37 | SPEU | State Street Spdr Portfolio | ETF-其他 | 0.58% | — | +13702.07% | |
| 38 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.49% | +0.09% | +2.17% | |
| 39 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.49% | +0.07% | +0.38% | |
| 40 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.40% | — | +0.40% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.40% | +0.15% | +2084.13% | |
| 42 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.39% | -0.14% | -1.08% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.33% | — | +9.08% | |
| 44 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.31% | — | -1.48% | |
| 45 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.31% | — | -5.66% | |
| 46 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.29% | — | -2.20% | |
| 47 | TT | Trane Technologies plc | 股票-工業 | 0.26% | — | — | |
| 48 | ABBV | Abbvie INC | 股票-醫療保健 | 0.26% | — | -4.43% | |
| 49 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.26% | — | +6.30% | |
| 50 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.26% | — | -7.61% |