CIK: 0001721242
申報總市值
US$27.4億
僅顯示前 200 大持股（共 459 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 | ✓ | Day Hagen/ned Davis | 股票-其他 | 11.08% | — | +5.76% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.41% | -0.41% | -30.04% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.87% | -0.07% | +10.36% | |
| 4 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 2.18% | — | -0.70% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.71% | — | +3.40% | |
| 6 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.70% | — | +9.73% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.49% | — | +43.71% | |
| 8 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.28% | — | +16.79% | |
| 9 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 1.27% | — | -1.49% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.09% | -0.16% | +4.01% | |
| 11 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.01% | — | -0.09% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | — | +2.93% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.94% | +0.16% | +4.31% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 0.90% | -0.17% | -10.10% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.88% | — | +2.83% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.81% | +0.13% | +46.64% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.80% | — | +17.54% | |
| 18 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.74% | — | +1.61% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.73% | — | -1.25% | |
| 20 | MMM | 3m Co | 股票-工業 | 0.72% | — | -0.06% | |
| 21 | PFE | Pfizer INC | 股票-醫療保健 | 0.70% | — | +3.89% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.68% | -0.17% | +4.40% | |
| 23 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.63% | — | +6.04% | |
| 24 | ABBV | Abbvie INC | 股票-醫療保健 | 0.63% | — | +22.65% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.63% | — | +3.88% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.63% | — | -3.85% | |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.62% | — | +9.75% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.61% | — | +0.27% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.58% | — | +188.01% | |
| 30 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.57% | — | +34.78% | |
| 31 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.55% | — | +56.09% | |
| 32 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.54% | — | +5.39% | |
| 33 | TEO | Telecom Argentina Sa-sp Adr | 股票-其他 | 0.53% | — | — | |
| 34 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 0.53% | — | +86.72% | |
| 35 | PH | Parker Hannifin CORP | 股票-工業 | 0.52% | — | -2.67% | |
| 36 | VTV | Vanguard Value ETF | ETF-其他 | 0.50% | — | +8.24% | |
| 37 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.50% | — | +815.34% | |
| 38 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.48% | — | +123.53% | |
| 39 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 0.48% | — | +335.93% | |
| 40 | FTV | Fortive CORP | 股票-科技 | 0.48% | — | +0.84% | |
| 41 | WM | Waste Management INC | 股票-工業 | 0.48% | — | +333.76% | |
| 42 | PEP | Pepsico INC | 股票-非循環性消費 | 0.46% | — | +3.95% | |
| 43 | SH1USD | Proshares Short S&p500 | ETF-其他 | 0.46% | — | +32.13% | |
| 44 | MA | Mastercard INC - A | 股票-金融 | 0.43% | — | +11.04% | |
| 45 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.40% | — | +27.47% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.40% | — | -14.44% | |
| 47 | SNPS | Synopsys INC | 股票-科技 | 0.40% | — | -2.56% | |
| 48 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.39% | — | -1.96% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.39% | +0.11% | +82.19% | |
| 50 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.39% | — | -24.28% |