CIK: 0001731732
申報總市值
US$12.4億
僅顯示前 200 大持股（共 789 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 | 7.43% | — | +17.48% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.48% | — | +12.67% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.35% | -0.10% | +1.38% | |
| 4 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 3.34% | — | +3.67% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 3.15% | +0.27% | +10.28% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.83% | +0.04% | +0.35% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.73% | +0.27% | +0.39% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.09% | — | -14.07% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.89% | — | -22.49% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 1.71% | +0.02% | -24.05% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.67% | — | +35.06% | |
| 12 | MA | Mastercard INC - A | 股票-金融 | 1.63% | — | +2.32% | |
| 13 | VAW | Vanguard Materials ETF | ETF-其他 | 1.29% | — | -41.73% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.28% | — | +200.05% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.23% | +0.43% | +6.16% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.21% | — | +15.61% | |
| 17 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.16% | — | -51.15% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.14% | — | +1.36% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.10% | — | +130.93% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.08% | +1.86% | +10.01% | |
| 21 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-其他 | 1.04% | — | +7.54% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.96% | — | +9.32% | |
| 23 | SPGI | S&p Global INC | 股票-金融 | 0.95% | — | -0.19% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.93% | — | +1.52% | |
| 25 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.92% | -0.25% | -6.21% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.91% | -0.03% | +545.90% | |
| 27 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.86% | — | -15.68% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.81% | — | -37.38% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.75% | — | +7.55% | |
| 30 | BND | Vanguard Total Bond Market | ETF-其他 | 0.75% | — | +145.29% | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.73% | — | +975.24% | |
| 32 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.73% | — | +2.45% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.73% | — | +7.06% | |
| 34 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.69% | — | -29.74% | |
| 35 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.67% | — | +3042.15% | |
| 36 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.67% | — | -7.62% | |
| 37 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.66% | -0.83% | EXIT | |
| 38 | HD | Home Depot INC | 股票-循環性消費 | 0.65% | — | +19.26% | |
| 39 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.64% | — | +13.00% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.64% | — | +141.61% | |
| 41 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.63% | — | -24.85% | |
| 42 | PFE | Pfizer INC | 股票-醫療保健 | 0.60% | — | +11.09% | |
| 43 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.59% | — | -27.08% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.58% | — | +33.24% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.56% | +0.05% | -0.99% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.56% | — | -4.84% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.55% | — | +6.10% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | — | +20.29% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.54% | — | +738.44% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.54% | — | -9.51% |