CIK: 0001689829
申報總市值
US$23.9億
僅顯示前 200 大持股（共 204 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 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 13.48% | -0.92% | +0.76% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.93% | -1.20% | +5.98% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.84% | +0.66% | -0.60% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.64% | -0.20% | +2.57% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 5.40% | +1.15% | +1.35% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 5.33% | — | +15.79% | |
| 7 | RTX | Rtx CORP | 股票-工業 | 5.22% | — | -30.82% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.48% | -0.03% | +7.34% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.10% | -0.11% | -0.09% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.89% | -0.36% | -0.70% | |
| 11 | DTD | Wisdomtree US Total Dividend | ETF-其他 | 2.73% | — | +0.01% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 2.42% | -0.38% | -0.12% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.37% | -0.12% | +0.13% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 2.17% | -0.31% | +0.73% | |
| 15 | OTIS | Otis Worldwide CORP | 股票-工業 | 2.08% | -0.07% | -30.25% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.85% | -0.12% | +7.54% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.64% | +3.77% | +150.90% | |
| 18 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.47% | -0.23% | -4.62% | |
| 19 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 1.32% | -0.14% | -1.64% | |
| 20 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.95% | -0.08% | -1.28% | |
| 21 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.85% | — | -0.47% | |
| 22 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.83% | — | +0.70% | |
| 23 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.83% | -0.10% | +67.24% | |
| 24 | POWA | Invesco Bloomberg Pricing Po | ETF-其他 | 0.75% | — | +0.54% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.73% | -0.16% | -0.89% | |
| 26 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.72% | -0.06% | +0.08% | |
| 27 | HD | Home Depot INC | 股票-循環性消費 | 0.72% | — | +1.12% | |
| 28 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.65% | — | +0.41% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.64% | -0.14% | +114.53% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.61% | — | -0.01% | |
| 31 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 0.60% | — | -0.16% | |
| 32 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.57% | — | -0.92% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.57% | — | +99.61% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.57% | — | +0.41% | |
| 35 | AAPL | Apple INC | 股票-科技 | 0.56% | -0.14% | +8.22% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.56% | -0.07% | -1.34% | |
| 37 | VTV | Vanguard Value ETF | ETF-其他 | 0.54% | — | +75.06% | |
| 38 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.50% | — | -0.09% | |
| 39 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 0.50% | — | — | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.41% | -0.29% | +8.34% | |
| 41 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.40% | — | -0.16% | |
| 42 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.39% | — | -0.33% | |
| 43 | CARR | Carrier Global CORP | 股票-工業 | 0.38% | — | -71.58% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.36% | — | — | |
| 45 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.34% | — | -4.63% | |
| 46 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.30% | — | +0.79% | |
| 47 | AIG | American International Group | 股票-金融 | 0.28% | — | +0.03% | |
| 48 | RFG | Invesco S&p Midcap 400 Pure | ETF-其他 | 0.27% | — | +0.04% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.26% | — | -0.01% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.25% | — | -17.23% |