CIK: 0001731732
申報總市值
US$12.4億
僅顯示前 200 大持股（共 246 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 | 7.27% | — | +6.30% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.52% | -0.10% | +0.81% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 3.28% | +0.27% | +2.06% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 2.97% | +0.02% | +6.37% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.91% | +0.04% | -0.23% | |
| 6 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.66% | — | -0.55% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.42% | +0.27% | -2.86% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.04% | — | +28.36% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.96% | — | -5.67% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.85% | -0.25% | -0.28% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.82% | — | -13.84% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.60% | — | -11.37% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.42% | — | +3.78% | |
| 14 | MA | Mastercard INC - A | 股票-金融 | 1.39% | — | -0.05% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.37% | +0.43% | +3.91% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.35% | — | +0.36% | |
| 17 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 1.29% | -0.46% | +691.22% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.26% | — | +0.30% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.20% | — | +6.01% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.18% | — | +8.96% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.17% | — | +16.05% | |
| 22 | VAW | Vanguard Materials ETF | ETF-其他 | 1.12% | — | +14.14% | |
| 23 | BND | Vanguard Total Bond Market | ETF-其他 | 1.10% | — | -6.33% | |
| 24 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-其他 | 1.09% | — | +1.29% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.05% | +1.86% | +23.48% | |
| 26 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 1.00% | -0.83% | EXIT | |
| 27 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.99% | — | +16.60% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.96% | — | +5.01% | |
| 29 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.93% | — | +37.14% | |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.88% | — | +81.57% | |
| 31 | SPGI | S&p Global INC | 股票-金融 | 0.87% | — | +3.79% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.84% | — | +6.82% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.83% | — | -1.02% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.83% | +0.05% | +0.55% | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.82% | — | +7.17% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.82% | -0.03% | -0.63% | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 0.79% | — | +1.86% | |
| 38 | IQLT | Ishares Msci International Q | ETF-其他 | 0.76% | — | +5.56% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | — | -0.53% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.69% | — | +5.00% | |
| 41 | PFE | Pfizer INC | 股票-醫療保健 | 0.68% | — | +1.82% | |
| 42 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.68% | — | +0.85% | |
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.66% | — | -0.92% | |
| 44 | HD | Home Depot INC | 股票-循環性消費 | 0.64% | — | -0.99% | |
| 45 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.59% | — | +1.53% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.58% | — | -0.34% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.58% | — | +16.66% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.57% | — | +1.51% | |
| 49 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.56% | — | +3.80% | |
| 50 | DTD | Wisdomtree US Total Dividend | ETF-其他 | 0.56% | — | -21.68% |