CIK: 0001731732
申報總市值
US$12.4億
僅顯示前 200 大持股（共 766 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 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 4.55% | — | -0.68% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.04% | — | +3.40% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.63% | -0.10% | -0.14% | |
| 4 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 3.46% | — | -0.11% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 3.19% | +0.02% | +12.80% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.10% | — | +11.82% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.76% | +0.27% | +0.56% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.57% | — | +1.17% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.31% | +0.04% | +1.65% | |
| 10 | ARI | Apollo Commercial Real Estat | 股票-其他 | 1.92% | — | +2.41% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.77% | — | -7.07% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.73% | — | -6.80% | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 1.65% | — | +4.04% | |
| 14 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.49% | — | +0.33% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.46% | — | -1.15% | |
| 16 | VAW | Vanguard Materials ETF | ETF-其他 | 1.42% | — | +9612.20% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.37% | +1.86% | -24.03% | |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.13% | — | +9.75% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 1.03% | +0.27% | -1.13% | |
| 20 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.99% | — | +1.06% | |
| 21 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.98% | — | -0.25% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.91% | — | +1.30% | |
| 23 | XLE | Ss Energy Select Sector | ETF-其他 | 0.86% | — | -7.75% | |
| 24 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.85% | — | +0.04% | |
| 25 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-其他 | 0.85% | — | +34.18% | |
| 26 | SPGI | S&p Global INC | 股票-金融 | 0.82% | — | -13.87% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.82% | — | +0.45% | |
| 28 | XLF | Ss Financial Select Sector | ETF-其他 | 0.77% | — | -6.07% | |
| 29 | LUV | Southwest Airlines Co | 股票-工業 | 0.75% | — | -7.68% | |
| 30 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.74% | — | +37.61% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | — | +36.59% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.68% | +0.43% | +7.23% | |
| 33 | ETW | Eaton Vance T/m Glbl Buy-wr | 股票-其他 | 0.66% | — | +2.28% | |
| 34 | NNN | Nnn Reit INC | 股票-房地產 | 0.64% | — | +0.46% | |
| 35 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.63% | — | -8.52% | |
| 36 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.63% | — | +47.48% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.61% | — | +26.47% | |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.61% | — | +13.03% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.60% | +0.05% | -3.72% | |
| 40 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.59% | — | +21.69% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.59% | — | +118.29% | |
| 42 | LMT | Lockheed Martin CORP | 股票-工業 | 0.58% | — | -5.57% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.57% | — | +15.15% | |
| 44 | T | At&t INC | 股票-通訊服務 | 0.56% | — | -27.93% | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.56% | — | +8.06% | |
| 46 | IHF | Ishares U.s. Healthcare Prov | ETF-其他 | 0.56% | — | +1.15% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | — | -9.66% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.52% | — | +1.09% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | — | -4.38% | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.49% | — | -7.67% |