CIK: 0001780330
申報總市值
US$4.1億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.56% | -0.26% | +26.01% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.29% | +0.07% | -10.71% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 4.36% | — | -19.98% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 4.27% | — | -8.51% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 4.16% | — | -12.45% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 4.07% | +0.04% | +7.63% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 3.73% | — | — | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-其他 | 3.62% | — | -18.62% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.45% | — | -45.03% | |
| 10 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-大型股與成長 | 2.95% | — | -3.23% | |
| 11 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 2.50% | — | -10.54% | |
| 12 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 2.40% | — | -33.37% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.24% | — | +77.98% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.15% | — | -52.50% | |
| 15 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 2.13% | — | +1191.27% | |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 2.04% | — | — | |
| 17 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 2.01% | — | -19.02% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.69% | +0.20% | -2.58% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.63% | +0.01% | +136.67% | |
| 20 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.55% | — | +11.36% | |
| 21 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.51% | — | -42.33% | |
| 22 | HYLB | Xtrackers Usd High Yield Cor | ETF-非投資等級債 | 1.43% | — | -36.24% | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.41% | — | — | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.37% | — | +370.75% | |
| 25 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 1.25% | — | -37.75% | |
| 26 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.14% | — | — | |
| 27 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.13% | — | +0.98% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.10% | — | — | |
| 29 | USSG | Xtrackers Msci USA Sele Eqty | ETF-其他 | 1.09% | — | -25.46% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.07% | -0.26% | +0.99% | |
| 31 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 1.01% | — | -24.22% | |
| 32 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.94% | — | — | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.86% | — | -36.58% | |
| 34 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.84% | — | +63.76% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.81% | -0.19% | +7.92% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.80% | — | +1.80% | |
| 37 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 0.76% | — | — | |
| 38 | PGX | Invesco Preferred ETF | ETF-其他 | 0.73% | — | -56.44% | |
| 39 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.67% | — | — | |
| 40 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.66% | — | — | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | +0.01% | +1.27% | |
| 42 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.64% | — | +16.50% | |
| 43 | HD | Home Depot INC | 股票-循環性消費 | 0.63% | — | +3.61% | |
| 44 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.62% | — | +6.77% | |
| 45 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 0.62% | — | — | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.57% | — | +2.40% | |
| 47 | PFE | Pfizer INC | 股票-醫療保健 | 0.44% | — | +0.58% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.44% | — | +1.74% | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.44% | +0.30% | +31.10% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | +0.19% | +2.67% |