CIK: 0001715740
申報總市值
US$26.0億
僅顯示前 200 大持股（共 406 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 | IDLV | Invesco S&p International De | ETF-其他 | 10.81% | — | +1.56% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 9.23% | +1.26% | +9.87% | |
| 3 | FIXD | First Trust Smith Opportunis | ETF-其他 | 6.57% | — | +18871.74% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 6.35% | -0.40% | — | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.71% | -0.43% | -0.54% | |
| 6 | GSY | Invesco Ultra Short Duration | ETF-其他 | 5.30% | — | +243834.07% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 4.18% | — | +33707.43% | |
| 8 | IQLT | Ishares Msci International Q | ETF-其他 | 3.65% | — | — | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.14% | — | +441.05% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.67% | — | +2706.95% | |
| 11 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.15% | +0.11% | +1.92% | |
| 12 | LMT | Lockheed Martin CORP | 股票-工業 | 1.13% | -0.15% | +1.33% | |
| 13 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.13% | — | +2.14% | |
| 14 | ABBV | Abbvie INC | 股票-醫療保健 | 1.02% | +0.32% | +2.13% | |
| 15 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.00% | — | +3.17% | |
| 16 | CAT | Caterpillar INC | 股票-工業 | 0.98% | — | +2.45% | |
| 17 | D | Dominion Energy INC | 股票-公用事業 | 0.98% | — | +5.03% | |
| 18 | CCI | Crown Castle INC | 股票-房地產 | 0.97% | — | +1.49% | |
| 19 | KEY | Keycorp | 股票-金融 | 0.97% | — | +2.11% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.94% | — | +2.72% | |
| 21 | BMO | Bank Of Montreal | 股票-金融 | 0.93% | — | +2.57% | |
| 22 | DUK | Duke Energy CORP | 股票-公用事業 | 0.90% | — | +2.18% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.89% | — | +6.02% | |
| 24 | WELL | Welltower INC | 股票-房地產 | 0.89% | — | +2.01% | |
| 25 | DLR | Digital Realty Trust INC | 股票-房地產 | 0.89% | +0.07% | +2.24% | |
| 26 | BCE | Bce INC | 股票-通訊服務 | 0.88% | — | +2.07% | |
| 27 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 0.88% | — | +4.78% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.87% | +0.11% | +2.60% | |
| 29 | WMB | Williams Cos INC | 股票-能源 | 0.85% | — | — | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.85% | — | +3.45% | |
| 31 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.84% | — | +44480.88% | |
| 32 | MO | Altria Group INC | 股票-非循環性消費 | 0.79% | — | +3.93% | |
| 33 | AAPL | Apple INC | 股票-科技 | 0.78% | -0.14% | +2.05% | |
| 34 | SPG | Simon Property Group INC | 股票-房地產 | 0.74% | — | +5.35% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.71% | -0.17% | +18.90% | |
| 36 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.70% | — | +71631.91% | |
| 37 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.66% | — | +1.83% | |
| 38 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.63% | — | -80.72% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.47% | — | +1.62% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.47% | — | +6.33% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.46% | — | — | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.44% | — | +4.97% | |
| 43 | MBB | Ishares Mbs ETF | ETF-其他 | 0.42% | — | — | |
| 44 | AMGN | Amgen INC | 股票-醫療保健 | 0.42% | — | +2.33% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.37% | — | +4.41% | |
| 46 | CAT | Caterpillar Inc. | 股票-工業 | 0.36% | — | — | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.36% | — | +2615.63% | |
| 48 | IDV | Ishares International Select | ETF-其他 | 0.35% | — | +12593.02% | |
| 49 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.34% | — | +6.96% | |
| 50 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.33% | — | +14.13% |