CIK: 0001731732
申報總市值
US$12.4億
僅顯示前 200 大持股（共 274 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 | VUG | Vanguard Growth ETF | ETF-其他 | 4.10% | +0.27% | +4.46% | |
| 2 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 3.85% | — | +0.97% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 3.39% | +0.02% | +2.31% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.26% | — | +11.69% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.66% | -0.10% | -0.16% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.53% | +0.04% | -6.06% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.44% | — | +33.46% | |
| 8 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.25% | — | +1.39% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.04% | — | +8.93% | |
| 10 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 1.95% | +0.25% | +1.54% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.70% | — | -2.96% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.64% | — | -10.40% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.63% | +0.43% | +4.97% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.63% | +0.27% | -0.16% | |
| 15 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.59% | -0.03% | +356.81% | |
| 16 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.42% | -0.25% | -0.89% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.37% | — | +0.05% | |
| 18 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 1.33% | -0.46% | +19.03% | |
| 19 | MA | Mastercard INC - A | 股票-金融 | 1.26% | — | +1.12% | |
| 20 | XLE | Ss Energy Select Sector | ETF-其他 | 1.26% | — | +10.06% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.22% | — | +5.89% | |
| 22 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 1.06% | — | -1.60% | |
| 23 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.96% | — | +2.29% | |
| 24 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.96% | -0.83% | EXIT | |
| 25 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.94% | — | — | |
| 26 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 0.84% | — | +7.30% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.84% | — | +9.20% | |
| 28 | VAW | Vanguard Materials ETF | ETF-其他 | 0.82% | — | -2.34% | |
| 29 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.82% | +0.09% | -14.93% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.79% | +0.04% | +7.68% | |
| 31 | ICOW | Pacer Developed Markets Inte | ETF-其他 | 0.77% | — | — | |
| 32 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.76% | +0.04% | +16.11% | |
| 33 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.76% | -0.67% | +117.50% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.76% | — | -13.02% | |
| 35 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.72% | — | +0.81% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.71% | — | +30.64% | |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.71% | — | -3.19% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.69% | — | -12.71% | |
| 39 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.69% | — | +1506.86% | |
| 40 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.68% | — | -4.05% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.67% | +1.86% | +7.28% | |
| 42 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.66% | +0.19% | +2.55% | |
| 43 | HD | Home Depot INC | 股票-循環性消費 | 0.64% | — | +1.09% | |
| 44 | MSFT | Microsoft CORP | 股票-科技 | 0.63% | — | +4.60% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.62% | -0.03% | -1.28% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.60% | — | +4.72% | |
| 47 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.59% | — | +135.97% | |
| 48 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.59% | +0.26% | -9.25% | |
| 49 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.58% | +0.08% | -1.92% | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.57% | — | -1.21% |