CIK: 0001826136
申報總市值
US$17.9億
僅顯示前 200 大持股（共 242 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 | HCRB | Hartford Core Bond ETF | ETF-其他 | 6.75% | — | -1.40% | |
| 2 | BBAG | Jpmorgan Betabuilders US Agg | ETF-其他 | 6.51% | — | -0.38% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.62% | — | +2.23% | |
| 4 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 3.76% | — | +0.03% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.46% | -0.31% | -0.53% | |
| 6 | CHRW | C.h. Robinson Worldwide INC | 股票-工業 | 3.27% | — | +0.07% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.88% | -1.11% | +2976.66% | |
| 8 | FBT | First Trust Nyse Arca Biotec | ETF-其他 | 2.64% | -0.20% | -3.23% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.25% | +0.14% | +35.31% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.19% | — | +4.96% | |
| 11 | GTEK | Gs Future Tech Leaders Eq | ETF-科技型 | 1.89% | — | -1.70% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.66% | — | — | |
| 13 | HNDL | Nasdaq 7 Handl Index ETF | ETF-科技型 | 1.63% | — | +0.11% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.52% | — | +1.85% | |
| 15 | IRT | Independence Realty Trust In | 股票-房地產 | 1.52% | — | -5.99% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.48% | -0.29% | +1.88% | |
| 17 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.47% | — | +4.33% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.45% | — | -1.23% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.45% | -0.28% | +1914.90% | |
| 20 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 1.35% | — | -59.27% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.08% | — | +2.83% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.08% | — | +2.20% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.06% | — | -0.67% | |
| 24 | LMT | Lockheed Martin CORP | 股票-工業 | 1.00% | -0.29% | -1.54% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.00% | -0.31% | +4.86% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.97% | — | -7.45% | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 0.96% | — | -6.98% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.86% | — | +187.93% | |
| 29 | VLO | Valero Energy CORP | 股票-能源 | 0.84% | +0.49% | -2.59% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.84% | +3.61% | +1151.15% | |
| 31 | CHD | Church & Dwight Co INC | 股票-非循環性消費 | 0.81% | — | -6.06% | |
| 32 | IBM | Intl Business Machines CORP | 股票-科技 | 0.78% | -0.20% | +2.23% | |
| 33 | AIZ | Assurant INC | 股票-金融 | 0.76% | — | -1.20% | |
| 34 | KEL | Kellanova | 股票-其他 | 0.75% | — | +0.62% | |
| 35 | LDOS | Leidos Holdings INC | 股票-科技 | 0.74% | — | -1.27% | |
| 36 | IRM | Iron Mountain INC | 股票-房地產 | 0.72% | — | -1.48% | |
| 37 | ALL | Allstate CORP | 股票-金融 | 0.72% | — | +0.01% | |
| 38 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.72% | — | +0.86% | |
| 39 | CMS | Cms Energy CORP | 股票-公用事業 | 0.72% | — | +0.29% | |
| 40 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.71% | — | +1.13% | |
| 41 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.70% | — | +0.62% | |
| 42 | DGX | Quest Diagnostics INC | 股票-醫療保健 | 0.67% | — | +0.93% | |
| 43 | PSX | Phillips 66 | 股票-能源 | 0.66% | — | +0.00% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.64% | — | +4.84% | |
| 45 | TECH | Bio-techne CORP | 股票-醫療保健 | 0.64% | — | +0.02% | |
| 46 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.63% | — | +2.23% | |
| 47 | EA | Electronic Arts INC | 股票-通訊服務 | 0.62% | — | +1.16% | |
| 48 | AFL | Aflac INC | 股票-金融 | 0.61% | — | +1.58% | |
| 49 | IP | International Paper Co | 股票-循環性消費 | 0.60% | — | +0.90% | |
| 50 | IT | Gartner INC | 股票-科技 | 0.58% | — | +3.37% |