CIK: 0001798172
申報總市值
US$4.9億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 8.35% | +0.27% | +12.51% | |
| 2 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 7.73% | — | +6.62% | |
| 3 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 6.41% | — | +6.54% | |
| 4 | BSJK | Invesco Bulletshares 2020 Hi | ETF-其他 | 5.66% | — | +7.68% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 5.20% | -0.10% | +34.82% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.27% | +0.12% | +23.21% | |
| 7 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 3.82% | — | +29.67% | |
| 8 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 2.99% | — | +116.84% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.91% | — | — | |
| 10 | BSJL | Invesco Bulletshares 2021 Hi | ETF-其他 | 2.84% | — | +14.60% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.37% | — | -0.34% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.98% | — | +18.56% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.88% | +0.18% | +37.03% | |
| 14 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.87% | — | -0.49% | |
| 15 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.80% | — | +1.84% | |
| 16 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 1.71% | — | -0.51% | |
| 17 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-其他 | 1.63% | — | +29.27% | |
| 18 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 1.54% | -0.01% | +11.49% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.35% | +0.06% | +1.10% | |
| 20 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 1.30% | — | +6.19% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.08% | — | +108.99% | |
| 22 | AAPL | Apple INC | 股票-科技 | 1.02% | -0.07% | +5.00% | |
| 23 | PGX | Invesco Preferred ETF | ETF-其他 | 0.89% | — | -3.88% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.89% | — | +6.58% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.88% | -0.10% | +0.25% | |
| 26 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.80% | — | +374.47% | |
| 27 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.77% | +0.28% | -1.56% | |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.76% | — | -40.33% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.74% | — | +36.64% | |
| 30 | PFE | Pfizer INC | 股票-醫療保健 | 0.73% | — | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | — | +45.80% | |
| 32 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.66% | — | — | |
| 33 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.65% | — | +33.18% | |
| 34 | ✓ | Invesco Exch Trd Slf Idx Fd | 股票-其他 | 0.65% | — | +161.54% | |
| 35 | PFXF | Vaneck Pref Sec X-financials | ETF-其他 | 0.64% | — | +4.62% | |
| 36 | VTV | Vanguard Value ETF | ETF-其他 | 0.63% | +0.08% | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.56% | — | +16.37% | |
| 38 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.55% | — | +6.13% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.53% | — | +34.60% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.52% | -0.07% | +0.28% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.51% | +0.03% | +166.84% | |
| 42 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.51% | — | +19.76% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.51% | -0.10% | +45.69% | |
| 44 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.50% | -0.04% | +16.77% | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.48% | — | — | |
| 46 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.45% | — | — | |
| 47 | T | At&t INC | 股票-通訊服務 | 0.43% | — | -3.92% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.41% | — | -1.84% | |
| 49 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.41% | — | — | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.40% | — | +25.06% |