CIK: 0001800502
申報總市值
US$4.4億
僅顯示前 200 大持股（共 238 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 | AAPL | Apple INC | 股票-科技 | 4.29% | -0.15% | +0.71% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.37% | — | +11.08% | |
| 3 | FVD | First Trust Value Line Dvd | ETF-其他 | 2.27% | — | +2.60% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.14% | +0.23% | +4.54% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.96% | -0.36% | +2.83% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 1.96% | +0.20% | -0.46% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.95% | — | +0.59% | |
| 8 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 1.71% | — | -20.41% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.59% | — | -5.26% | |
| 10 | FTCS | First Trust Capital Strength | ETF-其他 | 1.52% | — | +11.69% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.49% | — | +5.02% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.42% | — | -11.84% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.15% | — | -1.84% | |
| 14 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.14% | — | +8.43% | |
| 15 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.14% | — | — | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.13% | — | +0.34% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.11% | — | -2.49% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.11% | -0.14% | +0.09% | |
| 19 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 1.06% | — | +0.23% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.06% | — | +0.32% | |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.00% | — | -13.64% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.98% | — | +34.29% | |
| 23 | IJUL | Innovator International Deve | ETF-其他 | 0.98% | — | — | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.97% | — | +0.25% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.97% | — | +1.52% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.96% | — | -1.37% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.87% | — | +2.90% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.84% | — | +6.43% | |
| 29 | T | At&t INC | 股票-通訊服務 | 0.82% | — | +9.07% | |
| 30 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.80% | — | +11.37% | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.79% | — | +0.01% | |
| 32 | EJUL | Innovator Emerging Markets P | ETF-新興市場 | 0.79% | — | — | |
| 33 | ABBV | Abbvie INC | 股票-醫療保健 | 0.78% | — | -1.21% | |
| 34 | PFE | Pfizer INC | 股票-醫療保健 | 0.78% | — | +0.85% | |
| 35 | IQLT | Ishares Msci International Q | ETF-其他 | 0.76% | — | +5.95% | |
| 36 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 0.76% | — | +0.87% | |
| 37 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.74% | +0.18% | +22.63% | |
| 38 | TGT | Target CORP | 股票-循環性消費 | 0.73% | — | +4.73% | |
| 39 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.73% | — | +8.05% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.68% | — | +3.12% | |
| 41 | FSK | Fs Kkr Capital CORP | 股票-金融 | 0.67% | — | +3.38% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | -0.11% | +1.10% | |
| 43 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.62% | — | +13.95% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.61% | — | -3.76% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.60% | — | +113.60% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.59% | — | +0.21% | |
| 47 | KOCT | Innovator U.s. Small Cap Pow | ETF-中小型股 | 0.58% | — | -1.50% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.57% | — | +3.50% | |
| 49 | INTU | Intuit INC | 股票-科技 | 0.57% | — | +0.08% | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.57% | — | +1.79% |