CIK: 0001633172
申報總市值
US$4.5億
僅顯示前 200 大持股（共 321 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 | 6.10% | — | -0.70% | |
| 2 | OVLH | Overlay Shrs Hdg Lrg Cap Eqy | ETF-其他 | 2.70% | — | +364.92% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.52% | — | +1.07% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.28% | — | +6.73% | |
| 5 | OVT | Overlay Shares Shrt Term Bon | ETF-其他 | 2.10% | — | +63.46% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.06% | — | +2018.05% | |
| 7 | HD | Home Depot INC | 股票-循環性消費 | 1.89% | — | +0.64% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.78% | — | -12.06% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.64% | — | -1.65% | |
| 10 | AXP | American Express Co | 股票-金融 | 1.58% | — | +0.01% | |
| 11 | OVB | Overlay Shares Core Bond ETF | ETF-其他 | 1.54% | — | +57.24% | |
| 12 | SO | Southern Co/the | 股票-公用事業 | 1.52% | — | +0.35% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.47% | — | +4.33% | |
| 14 | WPC | Wp Carey INC | 股票-房地產 | 1.46% | — | +1.18% | |
| 15 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.46% | — | — | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.44% | — | +3.30% | |
| 17 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.39% | — | +1227.74% | |
| 18 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.34% | — | +46.83% | |
| 19 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 1.33% | — | -1.19% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.27% | — | +2.21% | |
| 21 | ABBV | Abbvie INC | 股票-醫療保健 | 1.21% | — | +14.75% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.10% | — | +274.43% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 1.10% | — | +8.24% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.09% | — | +56.44% | |
| 25 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.00% | — | +4.47% | |
| 26 | DUK | Duke Energy CORP | 股票-公用事業 | 0.98% | — | -4.20% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.97% | — | -16.41% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.93% | — | +7.53% | |
| 29 | OVF | Overlay Shares Foreign Equit | ETF-其他 | 0.91% | — | +30.46% | |
| 30 | ARKK | Ark Innovation ETF | ETF-其他 | 0.91% | — | +0.93% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.89% | — | +0.68% | |
| 32 | SPD | Simplify US Eqty Plus Down | ETF-其他 | 0.88% | — | -25.35% | |
| 33 | T | At&t INC | 股票-通訊服務 | 0.79% | — | +12.92% | |
| 34 | XLE | Ss Energy Select Sector | ETF-其他 | 0.77% | — | +0.40% | |
| 35 | PFE | Pfizer INC | 股票-醫療保健 | 0.73% | — | +14.42% | |
| 36 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.73% | — | +64.14% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工業 | 0.73% | — | +12.96% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.72% | — | +12.65% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.72% | — | -7.64% | |
| 40 | WMT | Walmart INC | 股票-非循環性消費 | 0.71% | — | -14.91% | |
| 41 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.69% | — | +15.95% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.69% | — | -53.92% | |
| 43 | NEE | Nextera Energy INC | 股票-公用事業 | 0.69% | — | +5.30% | |
| 44 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.69% | — | -2.83% | |
| 45 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.67% | — | -5.10% | |
| 46 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.67% | — | +0.32% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.58% | — | -8.97% | |
| 48 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.58% | — | +2.88% | |
| 49 | GIS | General Mills INC | 股票-非循環性消費 | 0.57% | — | — | |
| 50 | OVL | Overlay Shares Large Cap Eq | ETF-大型股與成長 | 0.57% | — | -53.52% |