CIK: 0001731732
申報總市值
US$12.4億
僅顯示前 200 大持股（共 284 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 | 4.82% | +0.27% | +1.35% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 3.64% | +0.02% | +6.12% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.30% | — | +6.67% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 3.29% | — | +9.04% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.76% | -0.10% | +504.71% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.73% | +0.43% | +10.60% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 2.02% | -0.03% | +5.08% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.99% | — | +6.62% | |
| 9 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.97% | — | +393.71% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.87% | — | +20.41% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.61% | +0.27% | -5.25% | |
| 12 | ICOW | Pacer Developed Markets Inte | ETF-其他 | 1.43% | — | +10.95% | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 1.42% | — | -0.19% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.35% | — | -16.34% | |
| 15 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 1.28% | — | +35.58% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.26% | — | -6.01% | |
| 17 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.25% | -0.25% | +0.50% | |
| 18 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 1.23% | — | +112.98% | |
| 19 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 1.23% | -0.46% | +0.42% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.13% | +0.04% | +13.04% | |
| 21 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 1.09% | — | +14.95% | |
| 22 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 1.04% | -0.83% | EXIT | |
| 23 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.93% | — | -12.77% | |
| 24 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.93% | — | -70.21% | |
| 25 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.92% | +0.04% | +8.35% | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.90% | +0.09% | +17.12% | |
| 27 | XLE | Ss Energy Select Sector | ETF-其他 | 0.89% | — | -35.90% | |
| 28 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.89% | — | +45.91% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.87% | — | +2.96% | |
| 30 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.87% | — | +15.26% | |
| 31 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.86% | -0.67% | +12.60% | |
| 32 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.86% | +0.26% | +24.11% | |
| 33 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.82% | -0.67% | +108.84% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.81% | +1.86% | +10.87% | |
| 35 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.81% | +0.08% | +4.58% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.79% | — | +5.56% | |
| 37 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.79% | — | +20.21% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.79% | +0.08% | +14.91% | |
| 39 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.78% | — | -0.74% | |
| 40 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 0.77% | — | -6.90% | |
| 41 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.76% | — | +2.25% | |
| 42 | MSFT | Microsoft CORP | 股票-科技 | 0.76% | — | +730.95% | |
| 43 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.75% | +0.04% | +85.02% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.75% | — | +9.43% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.73% | — | +5.74% | |
| 46 | VAW | Vanguard Materials ETF | ETF-其他 | 0.73% | — | -9.21% | |
| 47 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.69% | +0.19% | -2.89% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.67% | — | +13.07% | |
| 49 | HD | Home Depot INC | 股票-循環性消費 | 0.64% | — | +0.07% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | — | +152.78% |