CIK: 0001665642
申報總市值
US$3.4億
僅顯示前 200 大持股（共 216 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 | 20.80% | -1.39% | +0.13% | |
| 2 | PM | Philip Morris International | 股票-非循環性消費 | 15.53% | +0.01% | — | |
| 3 | MO | Altria Group INC | 股票-非循環性消費 | 8.32% | +0.11% | — | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 5.83% | — | -0.51% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.11% | — | +1.63% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.59% | +0.98% | -1.79% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.13% | — | -1.63% | |
| 8 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 1.88% | -0.47% | +0.28% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.76% | +0.15% | -0.92% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.55% | — | +99.23% | |
| 11 | HYGV | Flexshares High Yield Value | ETF-非投資等級債 | 1.42% | -0.32% | EXIT | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.39% | — | +0.22% | |
| 13 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 1.01% | -0.04% | EXIT | |
| 14 | IDHQ | Invesco S&p International De | ETF-其他 | 1.00% | -0.17% | +0.08% | |
| 15 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.99% | — | -3.96% | |
| 16 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.96% | — | +82.08% | |
| 17 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.87% | +0.03% | — | |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.87% | — | +98.25% | |
| 19 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 0.86% | — | -0.12% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | -0.16% | -3.70% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.84% | — | +0.34% | |
| 22 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.75% | — | -0.48% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.74% | — | -4.75% | |
| 24 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 0.68% | -0.82% | +0.22% | |
| 25 | F | Ford Motor Co | 股票-循環性消費 | 0.60% | — | -1.83% | |
| 26 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.60% | — | -4.18% | |
| 27 | T | At&t INC | 股票-通訊服務 | 0.59% | — | +1.45% | |
| 28 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.57% | — | -1.46% | |
| 29 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.56% | — | +0.07% | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.52% | — | -2.42% | |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.52% | — | -3.53% | |
| 32 | NLYEUR | Annaly Capital Management In | 股票-其他 | 0.46% | — | -0.15% | |
| 33 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.45% | -0.07% | +139.18% | |
| 34 | EUDG | Wisdomtree Europe Quality Di | ETF-其他 | 0.43% | -0.35% | EXIT | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.42% | — | +7.39% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.41% | — | -6.91% | |
| 37 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.40% | — | -2.92% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.39% | -0.16% | +0.23% | |
| 39 | GUNR | Flexshares Global Upstream N | ETF-其他 | 0.38% | — | +0.97% | |
| 40 | DLTR | Dollar Tree INC | 股票-非循環性消費 | 0.37% | — | +86.20% | |
| 41 | EWC | Ishares Msci Canada ETF | ETF-其他 | 0.36% | — | +78.38% | |
| 42 | FUTY | Fidelity Msci US Utilities | ETF-其他 | 0.36% | — | -3.03% | |
| 43 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.36% | — | — | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.35% | — | -3.36% | |
| 45 | RIG | Transocean Ltd. | 股票-能源 | 0.35% | +0.10% | +36.23% | |
| 46 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 0.34% | — | — | |
| 47 | ABX | Barrick Gold CORP | 股票-金融 | 0.34% | — | -44.67% | |
| 48 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 0.34% | — | -4.30% | |
| 49 | QDEF | Flexshares Quality Dividend | ETF-其他 | 0.33% | — | +0.06% | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.33% | — | +0.50% |