CIK: 0001731732
申報總市值
US$12.4億
僅顯示前 200 大持股（共 811 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 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 6.07% | — | +25.27% | |
| 2 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 3.59% | — | -1.18% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.47% | — | +1.55% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.27% | -0.10% | +14.69% | |
| 5 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 3.09% | — | +4.46% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.09% | — | +2.23% | |
| 7 | VAW | Vanguard Materials ETF | ETF-其他 | 2.80% | — | +17.88% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.78% | — | +12.04% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 2.47% | +0.02% | +5.92% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.30% | +0.27% | -1.03% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.05% | +0.04% | -3.90% | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 1.89% | +0.27% | +1.79% | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 1.58% | — | -4.03% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.53% | — | +0.07% | |
| 15 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.44% | — | +2.19% | |
| 16 | ARI | Apollo Commercial Real Estat | 股票-其他 | 1.35% | — | -0.99% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.03% | — | +86.52% | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.01% | -0.25% | +20.51% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.00% | +1.86% | +3.44% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.94% | — | -2.79% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.89% | — | +4.02% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.85% | — | +0.55% | |
| 23 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.84% | — | +7.76% | |
| 24 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-其他 | 0.84% | — | +4.37% | |
| 25 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.83% | — | +43.21% | |
| 26 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.82% | — | +2.71% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.81% | — | -6.16% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.78% | +0.43% | +2.87% | |
| 29 | SPGI | S&p Global INC | 股票-金融 | 0.74% | — | -2.73% | |
| 30 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股與成長 | 0.73% | — | -1.11% | |
| 31 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.69% | — | -8.72% | |
| 32 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.69% | — | +90.85% | |
| 33 | XLF | Ss Financial Select Sector | ETF-其他 | 0.66% | — | +2.46% | |
| 34 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.64% | — | -5.28% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.62% | — | -39.04% | |
| 36 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.61% | — | +233.33% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.60% | — | +6.70% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.59% | — | -2.00% | |
| 39 | LMT | Lockheed Martin CORP | 股票-工業 | 0.58% | — | +1.80% | |
| 40 | NNN | Nnn Reit INC | 股票-房地產 | 0.57% | — | +5.83% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.55% | — | -4.62% | |
| 42 | XLE | Ss Energy Select Sector | ETF-其他 | 0.55% | — | -1.27% | |
| 43 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.54% | — | +9.24% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.54% | +0.05% | +5.49% | |
| 45 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 0.53% | — | -6.96% | |
| 46 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.51% | — | +4.48% | |
| 47 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.50% | — | +3.15% | |
| 48 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.48% | — | +22.24% | |
| 49 | LUV | Southwest Airlines Co | 股票-工業 | 0.48% | — | -7.22% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | — | -3.74% |