CIK: 0001715740
申報總市值
US$26.0億
僅顯示前 200 大持股（共 453 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 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 10.48% | — | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 8.75% | -0.43% | +124.03% | |
| 3 | FIXD | First Trust Smith Opportunis | ETF-其他 | 5.89% | — | +3.29% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 5.62% | -0.40% | +1.87% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 5.18% | +1.26% | +20.85% | |
| 6 | FLQL | Franklin U.s. Large Cap Mult | ETF-大型股與成長 | 4.71% | — | — | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.45% | — | +263205.00% | |
| 8 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 4.38% | — | +58322.69% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 4.31% | — | +11334.35% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 3.75% | — | — | |
| 11 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 3.39% | +0.33% | +5941.28% | |
| 12 | IQLT | Ishares Msci International Q | ETF-其他 | 2.48% | — | -0.56% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.26% | — | +523.06% | |
| 14 | USIG | Ishares Broad Usd Investment | ETF-其他 | 1.97% | — | — | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.44% | — | +31.32% | |
| 16 | DLR | Digital Realty Trust INC | 股票-房地產 | 0.85% | +0.07% | -2.94% | |
| 17 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.84% | +0.11% | -1.96% | |
| 18 | LMT | Lockheed Martin CORP | 股票-工業 | 0.82% | -0.15% | -2.07% | |
| 19 | CCI | Crown Castle INC | 股票-房地產 | 0.81% | — | -4.47% | |
| 20 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.78% | — | +1.86% | |
| 21 | D | Dominion Energy INC | 股票-公用事業 | 0.71% | — | -2.35% | |
| 22 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.71% | — | -1.54% | |
| 23 | ABBV | Abbvie INC | 股票-醫療保健 | 0.70% | +0.32% | -5.70% | |
| 24 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.68% | — | -0.36% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.68% | -0.17% | +12.60% | |
| 26 | DUK | Duke Energy CORP | 股票-公用事業 | 0.66% | — | -2.17% | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.66% | — | +12.12% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.66% | -0.14% | +13.30% | |
| 29 | BCE | Bce INC | 股票-通訊服務 | 0.65% | — | -1.41% | |
| 30 | CAT | Caterpillar INC | 股票-工業 | 0.65% | — | -1.18% | |
| 31 | BLKCHF | Blackrock INC | 股票-其他 | 0.64% | — | +9757.41% | |
| 32 | IBM | Intl Business Machines CORP | 股票-科技 | 0.60% | +0.11% | -2.22% | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 0.60% | — | +0.41% | |
| 34 | MO | Altria Group INC | 股票-非循環性消費 | 0.53% | — | +1.37% | |
| 35 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.52% | — | +35.43% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.49% | — | +1.13% | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.44% | — | -26.32% | |
| 38 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.43% | — | -10.89% | |
| 39 | WELL | Welltower INC | 股票-房地產 | 0.43% | — | -0.05% | |
| 40 | KEY | Keycorp | 股票-金融 | 0.42% | — | +0.07% | |
| 41 | MBB | Ishares Mbs ETF | ETF-其他 | 0.41% | — | +12.37% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.39% | -0.34% | +112.88% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.37% | — | +28.40% | |
| 44 | PEP | Pepsico INC | 股票-非循環性消費 | 0.36% | — | +1258.38% | |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.34% | — | +10.69% | |
| 46 | AMGN | Amgen INC | 股票-醫療保健 | 0.34% | — | +13.28% | |
| 47 | MS | Morgan Stanley | 股票-金融 | 0.32% | — | — | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.32% | — | +15.71% | |
| 49 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.29% | — | +13.11% | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.28% | — | +29.90% |