CIK: 0001721242
申報總市值
US$27.4億
僅顯示前 200 大持股（共 1126 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 | 4.76% | -0.07% | +1.39% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.59% | -0.41% | +97.33% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.90% | — | +18.12% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.36% | — | +38.81% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | -0.17% | +32.76% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.81% | +0.16% | +1899.06% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.72% | — | +22.57% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.27% | — | +14.83% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.07% | — | +1441.93% | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.95% | — | +3.27% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.93% | — | +41.85% | |
| 12 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 0.88% | — | +1.20% | |
| 13 | RDFI | Rareview Dynamic Fixed Incom | ETF-其他 | 0.88% | — | -13.82% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 0.81% | -0.17% | +27.08% | |
| 15 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.79% | — | -3.56% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 0.78% | -0.12% | +7.54% | |
| 17 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.76% | — | -11.77% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.72% | — | -8.86% | |
| 19 | OZ | Belpointe Prep Llc- Class A | 股票-其他 | 0.70% | — | -18.77% | |
| 20 | SH1USD | Proshares Short S&p500 | ETF-其他 | 0.64% | — | +506.56% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.63% | — | +13.97% | |
| 22 | TSLA | Tesla INC | 股票-循環性消費 | 0.59% | -0.19% | +117.04% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | — | +57.23% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.56% | — | +45.84% | |
| 25 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.53% | — | -4.66% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | +0.13% | -10.82% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.50% | +0.11% | +49.95% | |
| 28 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.49% | — | +18.08% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.48% | — | +2812.32% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.47% | — | +51.56% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.47% | +0.16% | +9.34% | |
| 32 | ABBV | Abbvie INC | 股票-醫療保健 | 0.47% | — | -17.78% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.45% | — | +2.87% | |
| 34 | BMI | Badger Meter INC | 股票-科技 | 0.44% | -0.13% | — | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.44% | -0.20% | +359.56% | |
| 36 | XLE | Ss Energy Select Sector | ETF-其他 | 0.44% | +0.11% | -26.57% | |
| 37 | VTV | Vanguard Value ETF | ETF-其他 | 0.44% | — | +119.94% | |
| 38 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.43% | — | -22.47% | |
| 39 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.41% | — | -6.43% | |
| 40 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.40% | — | +5.01% | |
| 41 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.40% | — | -7.29% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.39% | -0.16% | +1.55% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.38% | — | +148.07% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.38% | +0.18% | +4.42% | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.38% | +0.15% | +25.12% | |
| 46 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.37% | — | -5.69% | |
| 47 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.37% | -0.13% | -15.02% | |
| 48 | GS | Goldman Sachs Group INC | 股票-金融 | 0.37% | — | +194.32% | |
| 49 | FTCS | First Trust Capital Strength | ETF-其他 | 0.36% | — | +3.94% | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.36% | — | +44.59% |