CIK: 0001665642
申報總市值
US$3.4億
僅顯示前 200 大持股（共 339 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 | 18.41% | -1.39% | +1.40% | |
| 2 | PM | Philip Morris International | 股票-非循環性消費 | 9.12% | +0.01% | -0.43% | |
| 3 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 7.98% | -0.71% | +0.48% | |
| 4 | MO | Altria Group INC | 股票-非循環性消費 | 4.60% | +0.11% | -1.07% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.88% | +0.98% | +72.45% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.34% | -0.16% | — | |
| 7 | IDHQ | Invesco S&p International De | ETF-其他 | 3.05% | -0.17% | +4.19% | |
| 8 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 2.76% | -0.82% | +6.67% | |
| 9 | DFAX | Dimensional World Ex US Core | ETF-其他 | 2.46% | -0.05% | EXIT | |
| 10 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 2.16% | -0.06% | EXIT | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.89% | — | +3.71% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.52% | — | +0.06% | |
| 13 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 1.36% | — | — | |
| 14 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 1.33% | -0.47% | +0.51% | |
| 15 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.33% | +0.03% | -0.01% | |
| 16 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 1.19% | — | +0.83% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.16% | — | -1.51% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.04% | +0.15% | +2.69% | |
| 19 | HYGV | Flexshares High Yield Value | ETF-非投資等級債 | 0.90% | -0.32% | EXIT | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.83% | — | — | |
| 21 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.79% | — | — | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.76% | -0.16% | — | |
| 23 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.75% | -0.04% | EXIT | |
| 24 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.74% | -0.07% | -21.04% | |
| 25 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.69% | — | -3.51% | |
| 26 | RIG | Transocean Ltd. | 股票-能源 | 0.67% | +0.10% | +64.87% | |
| 27 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.61% | — | +21.06% | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.58% | +0.11% | -5.03% | |
| 29 | EUDG | Wisdomtree Europe Quality Di | ETF-其他 | 0.58% | -0.35% | EXIT | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.55% | — | +92.26% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.51% | -0.16% | +1663.13% | |
| 32 | T | At&t INC | 股票-通訊服務 | 0.51% | — | -9.94% | |
| 33 | F | Ford Motor Co | 股票-循環性消費 | 0.51% | — | — | |
| 34 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.51% | — | — | |
| 35 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 0.49% | — | — | |
| 36 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.48% | — | — | |
| 37 | AAPL | Apple INC | 股票-科技 | 0.47% | — | -15.19% | |
| 38 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.47% | — | — | |
| 39 | ABX | Barrick Gold CORP | 股票-金融 | 0.46% | — | +3.50% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.42% | — | +20.68% | |
| 41 | GUNR | Flexshares Global Upstream N | ETF-其他 | 0.41% | — | — | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.41% | — | +299.21% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.39% | — | +12.93% | |
| 44 | PRGO | Perrigo Company plc | 股票-醫療保健 | 0.39% | — | +20.02% | |
| 45 | BAX | Baxter International INC | 股票-醫療保健 | 0.38% | — | +200.00% | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.37% | — | -87.09% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.35% | — | — | |
| 48 | EWC | Ishares Msci Canada ETF | ETF-其他 | 0.35% | — | — | |
| 49 | FAZEUR | Direxion Daily Fin Bear 3x | ETF-其他 | 0.35% | — | +153.31% | |
| 50 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.34% | — | +1.89% |