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 | 14.17% | — | -1.90% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 7.60% | — | +1.84% | |
| 3 | LMBS | First Trust Low Duration Opp | ETF-其他 | 5.11% | — | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.76% | — | +0.55% | |
| 5 | SPHB | Invesco S&p 500 High Beta Et | ETF-大型股與成長 | 3.98% | — | +94.26% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.32% | — | -2.32% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.28% | — | -4.05% | |
| 8 | TMFC | Motley Fool 100 Index ETF | ETF-大型股與成長 | 2.79% | — | +10.82% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.61% | — | +14.99% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.11% | — | +0.28% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.73% | — | +0.67% | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 1.70% | — | +1.04% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.61% | — | +6.39% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.41% | — | -8.78% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.37% | — | -5.13% | |
| 16 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.36% | — | -72.02% | |
| 17 | MA | Mastercard INC - A | 股票-金融 | 1.19% | — | -9.54% | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 1.15% | — | -2.81% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.14% | — | +3.14% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.95% | — | -1.47% | |
| 21 | ROKU | Roku INC | 股票-通訊服務 | 0.90% | — | -19.32% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.89% | — | -1.07% | |
| 23 | VTV | Vanguard Value ETF | ETF-其他 | 0.87% | — | +1.87% | |
| 24 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-其他 | 0.83% | — | +5.65% | |
| 25 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.77% | — | +5.54% | |
| 26 | NVTA1EUR | Invitae CORP | 股票-其他 | 0.73% | — | +39.11% | |
| 27 | UNP | Union Pacific CORP | 股票-工業 | 0.72% | — | +4.04% | |
| 28 | XLE | Ss Energy Select Sector | ETF-其他 | 0.71% | — | +52.98% | |
| 29 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 0.71% | — | -7.51% | |
| 30 | FSLY | Fastly INC - Class A | 股票-科技 | 0.71% | — | +5.54% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.68% | — | +0.12% | |
| 32 | PYPL | Paypal Holdings INC | 股票-金融 | 0.67% | — | -8.36% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | — | +4.74% | |
| 34 | INTC | Intel CORP | 股票-科技 | 0.60% | — | -23.18% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.56% | — | -1.94% | |
| 36 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.55% | — | — | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.55% | — | -10.41% | |
| 38 | AMGN | Amgen INC | 股票-醫療保健 | 0.54% | — | +0.75% | |
| 39 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.47% | — | -18.78% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.46% | — | +0.49% | |
| 41 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.46% | — | +12.38% | |
| 42 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.45% | — | +8.15% | |
| 43 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.45% | — | +0.55% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.44% | — | +12.45% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.43% | — | — | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.42% | — | +0.66% | |
| 47 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.42% | — | -4.61% | |
| 48 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.41% | — | +7.80% | |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.41% | — | +7.15% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.41% | — | -56.97% |