CIK: 0001767302
申報總市值
US$69.8萬
僅顯示前 200 大持股（共 286 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 | 3.06% | — | +8.17% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.23% | — | +2.26% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.21% | — | +4.88% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.05% | — | +10.76% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.64% | — | +35.47% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.57% | — | +6.92% | |
| 7 | FBIN | Fortune Brands Innovations I | 股票-工業 | 1.48% | — | — | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.48% | — | +0.43% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.24% | — | +21.35% | |
| 10 | LECO | Lincoln Electric Holdings | 股票-工業 | 1.22% | — | -0.52% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.20% | — | +19.26% | |
| 12 | FEM | First Trust Emerging Markets | ETF-新興市場 | 1.20% | — | +7.90% | |
| 13 | XHR | Xenia Hotels & Resorts INC | 股票-其他 | 1.14% | — | -3.65% | |
| 14 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 1.13% | — | -4.30% | |
| 15 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.13% | — | -1.53% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.07% | — | +6.03% | |
| 17 | CSX | Csx CORP | 股票-工業 | 1.06% | — | +7.94% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.98% | — | -0.59% | |
| 19 | FEX | First Trust Large Cap Core A | ETF-大型股與成長 | 0.96% | — | +7.18% | |
| 20 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.95% | — | +3.02% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.89% | — | -4.64% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.88% | — | +6.32% | |
| 23 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.79% | — | +0.50% | |
| 24 | BA | Boeing Co/the | 股票-工業 | 0.77% | — | +13.04% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.77% | — | +0.47% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.73% | — | +229.90% | |
| 27 | FSICUSD | Fs Kkr Capital CORP | 股票-其他 | 0.71% | — | -5.55% | |
| 28 | ✓ | Tier REIT Inc | 股票-其他 | 0.70% | — | -4.95% | |
| 29 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.69% | — | -6.17% | |
| 30 | PH | Parker Hannifin CORP | 股票-工業 | 0.69% | — | -0.01% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.66% | — | -0.08% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | — | +5.69% | |
| 33 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.63% | — | -0.22% | |
| 34 | HFRO | Highland Opport & Income | 股票-其他 | 0.63% | — | -4.07% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | — | +27.89% | |
| 36 | VTV | Vanguard Value ETF | ETF-其他 | 0.63% | — | +21.56% | |
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.63% | — | +4.72% | |
| 38 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.62% | — | -43.04% | |
| 39 | T | At&t INC | 股票-通訊服務 | 0.62% | — | -4.69% | |
| 40 | WMT | Walmart INC | 股票-非循環性消費 | 0.61% | — | -0.30% | |
| 41 | FDT | First Trust Develp Mkt Ex-us | ETF-其他 | 0.61% | — | +7.50% | |
| 42 | EMLP | First Trust North American E | ETF-其他 | 0.61% | — | +0.21% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.61% | — | +42.20% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.60% | — | -3.35% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | — | +22.39% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.59% | — | +47.55% | |
| 47 | IYLD | Ishares Morningstar Multi-as | ETF-其他 | 0.58% | — | +7.24% | |
| 48 | VAW | Vanguard Materials ETF | ETF-其他 | 0.57% | — | +2.77% | |
| 49 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.57% | — | +7.03% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.56% | — | +30.84% |