CIK: 0001770532
申報總市值
US$4.2億
僅顯示前 200 大持股（共 258 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 30.73% | -3.65% | +7.61% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 14.02% | -0.72% | — | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 6.34% | -0.25% | -4.43% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 6.23% | — | +2.81% | |
| 5 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-其他 | 6.19% | — | — | |
| 6 | ALTL | Pacer Lunt Large Cap Alterna | ETF-大型股與成長 | 6.10% | — | +1.39% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.34% | -0.20% | +1.49% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.13% | — | +2.03% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.54% | — | -9.37% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.78% | — | +1.39% | |
| 11 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 1.25% | +0.09% | NEW | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.21% | — | +33.61% | |
| 13 | CAT | Caterpillar INC | 股票-工業 | 0.85% | +0.10% | +5.26% | |
| 14 | HD | Home Depot INC | 股票-循環性消費 | 0.75% | — | +5.88% | |
| 15 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.74% | — | +6.45% | |
| 16 | AAPL | Apple INC | 股票-科技 | 0.71% | -0.17% | +5.64% | |
| 17 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.68% | +0.07% | NEW | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.66% | +0.04% | — | |
| 19 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 0.51% | — | +2361.19% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.49% | — | +14.92% | |
| 21 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.45% | — | +18.78% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.45% | — | +1.40% | |
| 23 | TAXF | American Century Diver Muni | ETF-其他 | 0.41% | — | +7.33% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.40% | — | +8.86% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.40% | — | — | |
| 26 | FMB | First Trust Managed Municipa | ETF-其他 | 0.39% | — | +6.72% | |
| 27 | MUST | Columbia Multi-sect Muni INC | ETF-其他 | 0.39% | — | +5.63% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.34% | +0.11% | +24.08% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.29% | — | — | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.21% | — | — | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.15% | — | +1524.94% | |
| 32 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.14% | — | +0.87% | |
| 33 | PAVE | Global X US Infrastructure | ETF-其他 | 0.14% | — | +8.70% | |
| 34 | PFLD | Aam Low Dur Pref & INC Sec | ETF-其他 | 0.13% | — | -36.65% | |
| 35 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 0.12% | +0.07% | +120.49% | |
| 36 | TACK | Fairlead Tactical Sector ETF | ETF-其他 | 0.12% | — | +9.84% | |
| 37 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.11% | — | +13.01% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.10% | — | — | |
| 39 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.10% | — | +18.68% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.09% | — | — | |
| 41 | PEP | Pepsico INC | 股票-非循環性消費 | 0.08% | — | +2.98% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.08% | — | — | |
| 43 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.07% | — | +57.95% | |
| 44 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.07% | — | — | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 0.07% | -0.10% | -89.19% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.07% | — | — | |
| 47 | WMT | Walmart INC | 股票-非循環性消費 | 0.07% | — | +5.27% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.06% | — | -2.13% | |
| 49 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.06% | — | -0.94% | |
| 50 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.06% | -0.11% | -7.89% |