CIK: 0001731732
申報總市值
US$12.4億
僅顯示前 200 大持股（共 838 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 | 5.89% | — | +7.34% | |
| 2 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 3.39% | — | -1.26% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.39% | — | -1.35% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.34% | -0.10% | +2.47% | |
| 5 | VAW | Vanguard Materials ETF | ETF-其他 | 3.02% | — | +10.34% | |
| 6 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 3.01% | — | +0.99% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.96% | — | -2.18% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.93% | — | +11.72% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 2.50% | +0.02% | +2.46% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.35% | +0.27% | -2.52% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.32% | +0.04% | -5.95% | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 2.07% | +0.27% | +8.64% | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 1.56% | — | -2.31% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.45% | — | +3.40% | |
| 15 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.30% | — | -1.00% | |
| 16 | ARI | Apollo Commercial Real Estat | 股票-其他 | 1.11% | — | -6.19% | |
| 17 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.09% | -0.25% | +7.71% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.02% | — | +12.18% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.02% | — | +80.70% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.97% | +1.86% | +6.20% | |
| 21 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.95% | — | +132.22% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.90% | — | -8.03% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.88% | +0.43% | +10.12% | |
| 24 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.87% | — | +14.26% | |
| 25 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-其他 | 0.85% | — | +0.20% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.85% | — | +0.66% | |
| 27 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.82% | — | +1.63% | |
| 28 | SPGI | S&p Global INC | 股票-金融 | 0.78% | — | +2.63% | |
| 29 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.78% | — | +21.95% | |
| 30 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.77% | — | -0.55% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.73% | — | -8.04% | |
| 32 | XLF | Ss Financial Select Sector | ETF-其他 | 0.67% | — | +0.24% | |
| 33 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股與成長 | 0.62% | — | -10.07% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.62% | — | +1.78% | |
| 35 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.61% | — | -0.32% | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.61% | — | +25.96% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.56% | — | +1.45% | |
| 38 | PFE | Pfizer INC | 股票-醫療保健 | 0.56% | — | +37.44% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.56% | — | -0.15% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | — | +9.52% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.54% | — | -1.13% | |
| 42 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.53% | — | -0.68% | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.53% | — | -43.14% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.53% | +0.05% | -2.84% | |
| 45 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 0.52% | — | +0.25% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工業 | 0.51% | — | -3.06% | |
| 47 | NNN | Nnn Reit INC | 股票-房地產 | 0.51% | — | +1.07% | |
| 48 | XLE | Ss Energy Select Sector | ETF-其他 | 0.49% | — | -3.84% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.49% | — | +6.97% | |
| 50 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.49% | — | +23.88% |