CIK: 0001715740
申報總市值
US$26.0億
僅顯示前 200 大持股（共 1112 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 | XOM | Exxon Mobil CORP | 股票-能源 | 10.88% | +1.26% | -3.50% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 6.32% | -0.43% | +3.09% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 5.54% | -0.40% | +3.73% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 4.05% | — | -4.89% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.31% | — | +8.59% | |
| 6 | IQLT | Ishares Msci International Q | ETF-其他 | 3.20% | — | +1269286.92% | |
| 7 | FLCB | Franklin U.s. Core Bond ETF | ETF-其他 | 2.99% | — | +5.90% | |
| 8 | FIXD | First Trust Smith Opportunis | ETF-其他 | 2.79% | — | -3.97% | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 2.70% | +0.33% | +3.69% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.56% | — | +3.64% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.32% | — | +4.41% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 2.29% | -0.21% | +2.61% | |
| 13 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 2.03% | — | +0.73% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.95% | — | +1.97% | |
| 15 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 1.34% | — | -23.78% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.32% | — | +8.63% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.21% | — | -35.05% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.17% | -0.14% | +5.94% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.14% | — | +5.62% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.14% | -0.17% | +6.25% | |
| 21 | LMT | Lockheed Martin CORP | 股票-工業 | 0.86% | -0.15% | +3.46% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | -0.34% | +4.72% | |
| 23 | CSCO | Cisco Systems INC | 股票-科技 | 0.80% | — | +7.35% | |
| 24 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 0.79% | — | +3.68% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.76% | — | +3.90% | |
| 26 | PEP | Pepsico INC | 股票-非循環性消費 | 0.72% | — | +3.45% | |
| 27 | CAT | Caterpillar INC | 股票-工業 | 0.72% | — | +4.09% | |
| 28 | BLKCHF | Blackrock INC | 股票-其他 | 0.72% | — | +4.67% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.71% | +0.11% | +5.28% | |
| 30 | DUK | Duke Energy CORP | 股票-公用事業 | 0.70% | — | +6.48% | |
| 31 | PFE | Pfizer INC | 股票-醫療保健 | 0.70% | +0.06% | +19.28% | |
| 32 | ABBV | Abbvie INC | 股票-醫療保健 | 0.64% | +0.32% | -17.06% | |
| 33 | T | At&t INC | 股票-通訊服務 | 0.63% | — | +7.84% | |
| 34 | ORI | Old Republic Intl CORP | 股票-金融 | 0.58% | — | +7.78% | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.58% | — | +984.08% | |
| 36 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.57% | — | +21.72% | |
| 37 | PNC | Pnc Financial Services Group | 股票-金融 | 0.55% | — | +10.86% | |
| 38 | CCI | Crown Castle INC | 股票-房地產 | 0.54% | — | +9.14% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.53% | -0.14% | +55.38% | |
| 40 | HON | Honeywell International INC | 股票-工業 | 0.53% | — | +15.50% | |
| 41 | WMB | Williams Cos INC | 股票-能源 | 0.52% | — | +11.33% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.52% | — | +45.25% | |
| 43 | D | Dominion Energy INC | 股票-公用事業 | 0.52% | — | +8.91% | |
| 44 | CRM | Salesforce INC | 股票-科技 | 0.51% | — | +4.57% | |
| 45 | DLR | Digital Realty Trust INC | 股票-房地產 | 0.49% | +0.07% | +10.75% | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.49% | — | +7.86% | |
| 47 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.49% | — | +9.65% | |
| 48 | TFC | Truist Financial CORP | 股票-金融 | 0.48% | — | +12.16% | |
| 49 | USB | US Bancorp | 股票-金融 | 0.47% | — | +9.40% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.47% | -0.13% | +2.75% |