CIK: 0001665642
申報總市值
US$3.4億
僅顯示前 200 大持股（共 243 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 | 20.28% | -1.39% | +0.02% | |
| 2 | PM | Philip Morris International | 股票-非循環性消費 | 10.59% | +0.01% | -27.51% | |
| 3 | MO | Altria Group INC | 股票-非循環性消費 | 6.57% | +0.11% | -23.87% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 5.58% | — | -0.58% | |
| 5 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 4.21% | -0.71% | — | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.77% | +0.98% | +0.73% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.10% | — | +0.42% | |
| 8 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 1.83% | -0.82% | +4.31% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.50% | — | — | |
| 10 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 1.41% | -0.47% | -31.39% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.26% | — | +0.04% | |
| 12 | HYGV | Flexshares High Yield Value | ETF-非投資等級債 | 1.25% | -0.32% | EXIT | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.16% | +0.15% | -33.88% | |
| 14 | IDHQ | Invesco S&p International De | ETF-其他 | 1.12% | -0.17% | +6.20% | |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 1.09% | — | +8.89% | |
| 16 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.08% | — | +1.21% | |
| 17 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 1.08% | — | +24.94% | |
| 18 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 1.05% | — | -2.82% | |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.90% | — | +0.02% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.90% | — | — | |
| 21 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.90% | — | — | |
| 22 | T | At&t INC | 股票-通訊服務 | 0.82% | — | +5.05% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.82% | -0.07% | +32.84% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.82% | — | -5.56% | |
| 25 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.81% | -0.04% | EXIT | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.76% | -0.16% | +5.13% | |
| 27 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.71% | +0.03% | — | |
| 28 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.70% | — | +1.03% | |
| 29 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.67% | — | -4.75% | |
| 30 | AAPL | Apple INC | 股票-科技 | 0.66% | — | +251.29% | |
| 31 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.61% | — | +4.46% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.60% | -0.05% | +150.47% | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.59% | — | -7.08% | |
| 34 | F | Ford Motor Co | 股票-循環性消費 | 0.59% | — | -36.32% | |
| 35 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.58% | — | -10.26% | |
| 36 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.57% | — | — | |
| 37 | RIG | Transocean Ltd. | 股票-能源 | 0.57% | +0.10% | -47.34% | |
| 38 | SFM | Sprouts Farmers Market INC | 股票-非循環性消費 | 0.56% | — | -13.81% | |
| 39 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.52% | — | — | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.51% | — | -5.04% | |
| 41 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.50% | — | -15.25% | |
| 42 | NLYEUR | Annaly Capital Management In | 股票-其他 | 0.46% | — | -0.12% | |
| 43 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.44% | — | -11.95% | |
| 44 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.44% | — | +0.55% | |
| 45 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 0.43% | — | — | |
| 46 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.42% | — | +71.16% | |
| 47 | DLTR | Dollar Tree INC | 股票-非循環性消費 | 0.41% | — | +8.96% | |
| 48 | GUNR | Flexshares Global Upstream N | ETF-其他 | 0.40% | — | +0.67% | |
| 49 | EUDG | Wisdomtree Europe Quality Di | ETF-其他 | 0.39% | -0.35% | EXIT | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.39% | — | +14.76% |