CIK: 0001633172
申報總市值
US$4.5億
僅顯示前 200 大持股（共 330 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 | 4.96% | — | -0.57% | |
| 2 | HD | Home Depot INC | 股票-循環性消費 | 2.71% | — | -9.74% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.58% | — | -23.39% | |
| 4 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.58% | — | -22.56% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.42% | — | +4.18% | |
| 6 | ARKK | Ark Innovation ETF | ETF-其他 | 2.36% | — | -18.84% | |
| 7 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.21% | — | +2.97% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.15% | — | -0.00% | |
| 9 | UPS | United Parcel Service-cl B | 股票-工業 | 1.77% | — | -4.88% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.74% | — | +17.26% | |
| 11 | T | At&t INC | 股票-通訊服務 | 1.64% | — | -21.66% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.33% | — | +22.27% | |
| 13 | AXP | American Express Co | 股票-金融 | 1.32% | — | -3.76% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.26% | — | +6.45% | |
| 15 | SO | Southern Co/the | 股票-公用事業 | 1.24% | — | -11.29% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.20% | — | -7.02% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.16% | — | -4.15% | |
| 18 | WMT | Walmart INC | 股票-非循環性消費 | 1.16% | — | -23.88% | |
| 19 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.13% | — | -15.62% | |
| 20 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.13% | — | -6.67% | |
| 21 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 1.01% | — | +0.99% | |
| 22 | GPN | Global Payments INC | 股票-工業 | 0.96% | — | -4.52% | |
| 23 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.94% | — | -63.64% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.89% | — | -11.25% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.86% | — | +51.70% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.86% | — | -1.23% | |
| 27 | DUK | Duke Energy CORP | 股票-公用事業 | 0.82% | — | -7.84% | |
| 28 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.81% | — | -2.92% | |
| 29 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.80% | — | -18.52% | |
| 30 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.80% | — | +0.34% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.79% | — | -19.10% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.79% | — | -13.22% | |
| 33 | WPC | Wp Carey INC | 股票-房地產 | 0.78% | — | -18.73% | |
| 34 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.77% | — | +36.79% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.76% | — | -5.42% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.74% | — | +3.70% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.69% | — | +7.28% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.67% | — | -37.41% | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.67% | — | -12.49% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | — | -24.36% | |
| 41 | GIS | General Mills INC | 股票-非循環性消費 | 0.63% | — | -15.12% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.63% | — | -32.09% | |
| 43 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.62% | — | — | |
| 44 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 0.62% | — | +6117.35% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.61% | — | +1.12% | |
| 46 | PFE | Pfizer INC | 股票-醫療保健 | 0.60% | — | -17.08% | |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.59% | — | +33.73% | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.59% | — | -14.84% | |
| 49 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.58% | — | -1.19% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.58% | — | -23.51% |