CIK: 0001666024
申報總市值
US$26.1億
僅顯示前 200 大持股（共 573 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 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 9.80% | -0.14% | +95.80% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-其他 | 9.19% | -1.16% | +1.23% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 6.67% | -0.93% | +7.94% | |
| 4 | IAU | Ishares Gold Trust | ETF-避險與商品 | 4.75% | -0.34% | -0.40% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.31% | — | -7.20% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.14% | +0.02% | +2.71% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.82% | — | +129.58% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.25% | — | -1.10% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.05% | -0.08% | +2.71% | |
| 10 | HMOP | Hartford Municipal Opp ETF | ETF-其他 | 1.87% | — | +2.52% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.75% | — | +20.93% | |
| 12 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 1.72% | — | +3.51% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.69% | +0.05% | -0.42% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.64% | +0.11% | +5.65% | |
| 15 | REZ | Ishars Res And Multi Reales | ETF-其他 | 1.44% | — | -0.03% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.19% | — | +3.34% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.19% | — | -0.66% | |
| 18 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.13% | — | +1.67% | |
| 19 | ITB | Ishares U.s. Home Constructi | ETF-其他 | 1.06% | — | +9.04% | |
| 20 | LDSF | First Tr Low Duration St-etf | ETF-其他 | 1.05% | — | +0.80% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.04% | — | +19.19% | |
| 22 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.80% | — | -1.31% | |
| 23 | VTC | Vanguard Total Corporate Bnd | ETF-投資等級公司債 | 0.71% | -0.39% | +5.55% | |
| 24 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.64% | — | +0.82% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.59% | — | +24.07% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.58% | — | +22.04% | |
| 27 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.53% | — | — | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.52% | — | -1.48% | |
| 29 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.48% | +0.08% | +1900.54% | |
| 30 | FNV | Franco-nevada CORP | 股票-原物料 | 0.43% | — | +3.66% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.42% | — | +53.71% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.41% | — | +3.13% | |
| 33 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.40% | — | +2.35% | |
| 34 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.39% | — | +43216.84% | |
| 35 | AAAU | Goldman Sachs Physical Gold | ETF-避險與商品 | 0.38% | — | -6.05% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | — | -3.69% | |
| 37 | HD | Home Depot INC | 股票-循環性消費 | 0.37% | -0.12% | +2.64% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.36% | — | -2.08% | |
| 39 | PEP | Pepsico INC | 股票-非循環性消費 | 0.36% | — | +15.28% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.34% | +0.15% | +0.71% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.34% | — | +7.17% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | — | +0.85% | |
| 43 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.34% | — | +23.36% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.33% | — | +194.78% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.32% | -0.09% | +16.54% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.32% | — | +2.06% | |
| 47 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.32% | — | +17.50% | |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.31% | — | -15.59% | |
| 49 | WMT | Walmart INC | 股票-非循環性消費 | 0.30% | — | +17.56% | |
| 50 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.30% | — | +2.75% |