CIK: 0001665642
申報總市值
US$3.4億
僅顯示前 200 大持股（共 218 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 20.70% | -1.39% | -33.94% | |
| 2 | PM | Philip Morris International | 股票-非循環性消費 | 15.74% | +0.01% | -2.22% | |
| 3 | MO | Altria Group INC | 股票-非循環性消費 | 9.17% | +0.11% | -3.78% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 5.99% | — | -0.74% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.15% | — | +0.15% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.68% | +0.98% | +26.04% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.22% | — | +36.60% | |
| 8 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 1.87% | -0.47% | +0.97% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.77% | +0.15% | -13.03% | |
| 10 | HYGV | Flexshares High Yield Value | ETF-非投資等級債 | 1.48% | -0.32% | EXIT | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.42% | — | -64.45% | |
| 12 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 1.09% | -0.04% | EXIT | |
| 13 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.07% | — | +0.65% | |
| 14 | IDHQ | Invesco S&p International De | ETF-其他 | 1.01% | -0.17% | +0.19% | |
| 15 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 0.99% | — | — | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 0.92% | -0.16% | — | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.89% | — | — | |
| 18 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.84% | +0.03% | — | |
| 19 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.81% | — | — | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.81% | — | -25.28% | |
| 21 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.77% | — | -17.84% | |
| 22 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 0.67% | -0.82% | — | |
| 23 | T | At&t INC | 股票-通訊服務 | 0.67% | — | — | |
| 24 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.65% | — | — | |
| 25 | RIG | Transocean Ltd. | 股票-能源 | 0.64% | +0.10% | +58.35% | |
| 26 | ABX | Barrick Gold CORP | 股票-金融 | 0.63% | — | -8.83% | |
| 27 | F | Ford Motor Co | 股票-循環性消費 | 0.61% | — | -0.67% | |
| 28 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.60% | — | -18.90% | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.57% | — | — | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.56% | — | — | |
| 31 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.55% | — | -2.45% | |
| 32 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.53% | — | +180.66% | |
| 33 | NLYEUR | Annaly Capital Management In | 股票-其他 | 0.46% | — | +2.99% | |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.44% | — | — | |
| 35 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.43% | — | +0.93% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.42% | — | +6.11% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.41% | -0.16% | -4.23% | |
| 38 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.41% | — | -1.32% | |
| 39 | GUNR | Flexshares Global Upstream N | ETF-其他 | 0.40% | — | +0.67% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.40% | — | — | |
| 41 | FUTY | Fidelity Msci US Utilities | ETF-其他 | 0.39% | — | — | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.38% | — | — | |
| 43 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 0.38% | — | -8.02% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.38% | — | -5.42% | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.37% | — | -2.88% | |
| 46 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.35% | — | -3.67% | |
| 47 | QDEF | Flexshares Quality Dividend | ETF-其他 | 0.34% | — | -0.55% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.33% | — | -0.51% | |
| 49 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.33% | -0.05% | +0.03% | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.32% | — | — |