CIK: 0001770532
申報總市值
US$4.2億
僅顯示前 200 大持股（共 259 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 | 29.88% | -3.65% | -0.34% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 12.63% | -0.72% | -7.74% | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 5.75% | — | -0.32% | |
| 4 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 5.66% | — | — | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 5.65% | -0.62% | — | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.37% | -0.25% | -14.29% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.47% | — | +300.53% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 4.44% | — | +88.92% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.29% | -0.20% | -14.74% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.27% | — | -10.66% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.58% | — | -6.64% | |
| 12 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 1.14% | +0.09% | NEW | |
| 13 | CAT | Caterpillar INC | 股票-工業 | 0.84% | +0.10% | +13.69% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.84% | — | +102.98% | |
| 15 | AAPL | Apple INC | 股票-科技 | 0.80% | -0.17% | -1.58% | |
| 16 | HD | Home Depot INC | 股票-循環性消費 | 0.80% | — | +26.29% | |
| 17 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.80% | +0.07% | NEW | |
| 18 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.78% | — | +29.83% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 0.75% | +0.04% | +35.80% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.69% | — | +83.01% | |
| 21 | FMB | First Trust Managed Municipa | ETF-其他 | 0.69% | — | +88.06% | |
| 22 | TAXF | American Century Diver Muni | ETF-其他 | 0.51% | — | +34.48% | |
| 23 | MUST | Columbia Multi-sect Muni INC | ETF-其他 | 0.50% | — | +37.52% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.43% | — | -2.13% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.39% | — | -14.84% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.37% | +0.11% | +22.78% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.37% | — | — | |
| 28 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 0.30% | — | -39.91% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.28% | — | — | |
| 30 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.25% | — | +168.77% | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.19% | — | +33.10% | |
| 32 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.19% | +0.14% | +522.15% | |
| 33 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.19% | — | +832.87% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.17% | — | -17.90% | |
| 35 | PFLD | Aam Low Dur Pref & INC Sec | ETF-其他 | 0.16% | — | +33.82% | |
| 36 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 0.16% | +0.07% | +37.05% | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.14% | — | +7.75% | |
| 38 | TACK | Fairlead Tactical Sector ETF | ETF-其他 | 0.14% | — | +17.90% | |
| 39 | PAVE | Global X US Infrastructure | ETF-其他 | 0.13% | — | — | |
| 40 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.13% | — | +275.26% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.12% | — | +200.88% | |
| 42 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 0.12% | +0.12% | — | |
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.11% | — | +1.80% | |
| 44 | MSFT | Microsoft CORP | 股票-科技 | 0.09% | -0.10% | +21.04% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.08% | — | +25.61% | |
| 46 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.08% | — | +20.22% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.08% | +0.08% | +566.32% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.08% | — | -4.70% | |
| 49 | PEP | Pepsico INC | 股票-非循環性消費 | 0.07% | — | -4.38% | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.07% | — | — |