CIK: 0001767340
申報總市值
US$4.8億
僅顯示前 200 大持股（共 724 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 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.02% | — | — | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.02% | — | — | |
| 3 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.02% | — | +175.61% | |
| 4 | ALLE | Allegion plc | 股票-工業 | 0.02% | — | — | |
| 5 | DISV | Dimensional International Sm | ETF-其他 | 0.02% | — | +51.60% | |
| 6 | BR | Broadridge Financial Solutio | 股票-科技 | 0.02% | — | — | |
| 7 | DIHP | Dimensional International Hi | ETF-其他 | 0.02% | — | +50.84% | |
| 8 | PFE | Pfizer INC | 股票-醫療保健 | 0.02% | — | +7.98% | |
| 9 | AMT | American Tower CORP | 股票-房地產 | 0.02% | — | +80.91% | |
| 10 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-其他 | 0.02% | — | -0.10% | |
| 11 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.02% | — | -12.89% | |
| 12 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.02% | — | — | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.02% | — | -9.69% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.02% | — | -11.29% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.02% | — | -78.41% | |
| 16 | OHI | Omega Healthcare Investors | 股票-房地產 | 0.02% | — | +1.29% | |
| 17 | CARR | Carrier Global CORP | 股票-工業 | 0.02% | — | +1.97% | |
| 18 | HON | Honeywell International INC | 股票-工業 | 0.02% | — | +0.67% | |
| 19 | CSCO | Cisco Systems INC | 股票-科技 | 0.02% | +0.11% | -1.05% | |
| 20 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.02% | — | — | |
| 21 | MELI | Mercadolibre INC | 股票-循環性消費 | 0.02% | — | — | |
| 22 | WOLF* | Wolfspeed INC | 股票-其他 | 0.02% | — | +14.29% | |
| 23 | CLX | Clorox Company | 股票-非循環性消費 | 0.02% | — | — | |
| 24 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.02% | — | +0.54% | |
| 25 | STAA | Staar Surgical Co | 股票-其他 | 0.02% | — | — | |
| 26 | TSLA | Tesla INC | 股票-循環性消費 | 0.01% | — | +51.21% | |
| 27 | HWM | Howmet Aerospace INC | 股票-工業 | 0.01% | — | — | |
| 28 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.01% | — | -0.15% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.01% | — | +11.23% | |
| 30 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.01% | — | +8.05% | |
| 31 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.01% | — | — | |
| 32 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.01% | — | +0.35% | |
| 33 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.01% | — | -0.11% | |
| 34 | NGG | National Grid Plc-sp Adr | 股票-公用事業 | 0.01% | — | +0.41% | |
| 35 | KGC | Kinross Gold CORP | 股票-原物料 | 0.01% | — | — | |
| 36 | INTC | Intel CORP | 股票-科技 | 0.01% | — | -5.09% | |
| 37 | BCE | Bce INC | 股票-通訊服務 | 0.01% | — | +0.71% | |
| 38 | TGT | Target CORP | 股票-循環性消費 | 0.01% | — | +112.50% | |
| 39 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.01% | — | +0.83% | |
| 40 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 0.01% | — | — | |
| 41 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.01% | — | — | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.01% | — | — | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.01% | — | — | |
| 44 | APH | Amphenol Corp-cl A | 股票-科技 | 0.01% | +0.51% | NEW | |
| 45 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.01% | -0.12% | EXIT | |
| 46 | AEP | American Electric Power | 股票-公用事業 | 0.01% | — | +0.60% | |
| 47 | SO | Southern Co/the | 股票-公用事業 | 0.01% | — | +0.17% | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.01% | — | +46.53% | |
| 49 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.01% | — | +64.49% | |
| 50 | UBSI | United Bankshares INC | 股票-金融 | 0.01% | — | — |