CIK: 0001767302
申報總市值
US$69.8萬
僅顯示前 200 大持股（共 378 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 | 4.64% | — | -0.69% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.51% | — | -1.82% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.64% | — | +6.79% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.04% | — | +0.38% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.77% | — | -4.67% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.73% | — | +0.74% | |
| 7 | FTCS | First Trust Capital Strength | ETF-其他 | 1.50% | — | +6.34% | |
| 8 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.46% | — | -3.93% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.44% | — | +9.69% | |
| 10 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 1.42% | — | +32.91% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 1.36% | — | -0.64% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.31% | — | +1.84% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.26% | — | -0.74% | |
| 14 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.20% | — | +3.79% | |
| 15 | SCHK | Schwab 1000 Index ETF | ETF-大型股與成長 | 1.10% | — | +5.46% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.09% | — | -9.28% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.09% | — | +4.71% | |
| 18 | IXN | Ishares Global Tech ETF | ETF-科技型 | 1.05% | — | +1.43% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.04% | — | +0.86% | |
| 20 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.03% | — | +42.17% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.96% | — | +191.38% | |
| 22 | MOTG | Vaneck Mstar Gl Wide Moat | ETF-其他 | 0.90% | — | +1.94% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.85% | — | +0.18% | |
| 24 | CSX | Csx CORP | 股票-工業 | 0.83% | — | -0.89% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.82% | — | -11.07% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.80% | — | +3.00% | |
| 27 | TSLA | Tesla INC | 股票-循環性消費 | 0.80% | — | +10.71% | |
| 28 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.76% | — | +11.06% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.75% | — | +0.27% | |
| 30 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.74% | — | +2.84% | |
| 31 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.74% | — | +2.45% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.68% | — | +6.23% | |
| 33 | ✓ | Siren ETF Tr | ETF-其他 | 0.67% | — | +9.58% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.67% | — | +7.18% | |
| 35 | VUG | Vanguard Growth ETF | ETF-其他 | 0.63% | — | -1.93% | |
| 36 | ✓ | Indexiq ETF Tr | ETF-大型股與成長 | 0.63% | — | +11.30% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.62% | — | +39.80% | |
| 38 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.59% | — | +0.83% | |
| 39 | INTF | Ishares International Equity | ETF-其他 | 0.58% | — | +41.77% | |
| 40 | FPX | First Trust US Equity Opport | ETF-其他 | 0.58% | — | +2.25% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | — | -1.84% | |
| 42 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.54% | — | +6.95% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.51% | — | +219.68% | |
| 44 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.51% | — | +9.10% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.50% | — | +5.89% | |
| 46 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.50% | — | -2.52% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.50% | — | +30.22% | |
| 48 | INDS | Pacer Industrial Real Estate | ETF-其他 | 0.49% | — | +4.56% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.48% | — | -2.89% | |
| 50 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.48% | — | +20.36% |