CIK: 0001704677
申報總市值
US$3.3億
| # | 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 14.23% | — | -14.79% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 6.86% | — | +4.57% | |
| 3 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 5.33% | — | +5.13% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 5.25% | — | +0.64% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.67% | — | -2.57% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.88% | — | -3.74% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.22% | — | -0.47% | |
| 8 | TMFC | Motley Fool 100 Index ETF | ETF-大型股與成長 | 2.61% | — | +72.96% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.15% | — | +295.96% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.08% | — | +2.00% | |
| 11 | SPHB | Invesco S&p 500 High Beta Et | ETF-大型股與成長 | 1.75% | — | — | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 1.74% | — | +3.39% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.59% | — | +3.71% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.58% | — | +16.10% | |
| 15 | MA | Mastercard INC - A | 股票-金融 | 1.37% | — | -4.35% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.37% | — | -7.58% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.34% | — | +12.57% | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 1.29% | — | +12.99% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.20% | — | -12.25% | |
| 20 | ROKU | Roku INC | 股票-通訊服務 | 1.19% | — | -6.30% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.96% | — | +3.01% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.93% | — | -1.93% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 0.92% | — | -2.25% | |
| 24 | FSLY | Fastly INC - Class A | 股票-科技 | 0.91% | — | +37.69% | |
| 25 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-其他 | 0.83% | — | +23.94% | |
| 26 | VTV | Vanguard Value ETF | ETF-其他 | 0.81% | — | +5.87% | |
| 27 | PYPL | Paypal Holdings INC | 股票-金融 | 0.74% | — | -6.80% | |
| 28 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.73% | — | -0.92% | |
| 29 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 0.72% | — | -10.57% | |
| 30 | UNP | Union Pacific CORP | 股票-工業 | 0.68% | — | -4.12% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.65% | — | -0.57% | |
| 32 | INTC | Intel CORP | 股票-科技 | 0.63% | — | -2.38% | |
| 33 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.61% | — | +182.35% | |
| 34 | NVTA1EUR | Invitae CORP | 股票-其他 | 0.60% | — | +73.00% | |
| 35 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.58% | — | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.57% | — | -0.94% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.54% | — | -2.82% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | — | -4.14% | |
| 39 | AMGN | Amgen INC | 股票-醫療保健 | 0.52% | — | +6.43% | |
| 40 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.47% | — | +2.42% | |
| 41 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.47% | — | -5.09% | |
| 42 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.46% | — | +1.13% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.42% | — | +2.73% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.42% | — | — | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.42% | — | +6.74% | |
| 46 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.41% | — | -7.15% | |
| 47 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.39% | — | — | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.39% | — | +23.21% | |
| 49 | XLE | Ss Energy Select Sector | ETF-其他 | 0.38% | — | +84.98% | |
| 50 | BLKCHF | Blackrock INC | 股票-其他 | 0.38% | — | -7.88% |