CIK: 0001844480
申報總市值
US$3.7億
僅顯示前 200 大持股（共 361 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 | ULST | Ss Ultra Short Tm Bond ETF | ETF-其他 | 6.27% | — | +245.03% | |
| 2 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 5.67% | — | +188.71% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.57% | — | +9.26% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.33% | -0.38% | +27.38% | |
| 5 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 4.19% | -0.27% | +3.03% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.61% | +0.56% | +9.81% | |
| 7 | DFAI | Dimensional International Co | ETF-其他 | 3.59% | — | +238.71% | |
| 8 | IDV | Ishares International Select | ETF-其他 | 3.44% | -0.09% | +11.17% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.18% | -0.71% | -6.76% | |
| 10 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 2.57% | -0.18% | +168.05% | |
| 11 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 2.48% | — | -16.67% | |
| 12 | HDV | Ishares Core High Dividend E | ETF-其他 | 2.34% | +0.03% | +10.34% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.02% | — | +410.14% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.97% | — | +0.22% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.96% | — | -3.48% | |
| 16 | OKE | Oneok INC | 股票-能源 | 1.78% | +0.25% | +4.82% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.67% | -1.43% | +129.85% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.64% | — | +49.58% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.43% | -0.11% | +38.02% | |
| 20 | USRT | Ishares Core US Reit ETF | ETF-其他 | 1.07% | — | +127.91% | |
| 21 | EPD | Enterprise Products Partners | 股票-能源 | 1.06% | — | +43.70% | |
| 22 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.90% | — | +210.22% | |
| 23 | COP | Conocophillips | 股票-能源 | 0.86% | +0.14% | -9.24% | |
| 24 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-其他 | 0.82% | — | -0.50% | |
| 25 | T | At&t INC | 股票-通訊服務 | 0.82% | — | +6.09% | |
| 26 | XLE | Ss Energy Select Sector | ETF-其他 | 0.80% | — | +7.41% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.75% | — | — | |
| 28 | PSX | Phillips 66 | 股票-能源 | 0.75% | +0.18% | +99.85% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.74% | — | +2.41% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.73% | -0.28% | — | |
| 31 | PEP | Pepsico INC | 股票-非循環性消費 | 0.72% | — | +231.02% | |
| 32 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.71% | — | +102.13% | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.69% | — | +37086.83% | |
| 34 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.64% | — | -33.31% | |
| 35 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.62% | -0.01% | +1.17% | |
| 36 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.59% | — | — | |
| 37 | WEP | Magellan Midstream Partners | 股票-其他 | 0.55% | — | +91.46% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.54% | -0.25% | -1.35% | |
| 39 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.51% | -0.25% | +8.99% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.50% | — | -4.10% | |
| 41 | ABBV | Abbvie INC | 股票-醫療保健 | 0.48% | — | +18.32% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | — | +8.38% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.46% | — | +21.92% | |
| 44 | PRU | Prudential Financial INC | 股票-金融 | 0.44% | — | +14.40% | |
| 45 | GM | General Motors Co | 股票-循環性消費 | 0.44% | — | +29.02% | |
| 46 | WMT | Walmart INC | 股票-非循環性消費 | 0.42% | -0.14% | +86.78% | |
| 47 | DHR | Danaher CORP | 股票-醫療保健 | 0.41% | — | -3.31% | |
| 48 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.41% | — | -0.97% | |
| 49 | ORI | Old Republic Intl CORP | 股票-金融 | 0.40% | — | +145.10% | |
| 50 | HD | Home Depot INC | 股票-循環性消費 | 0.40% | — | — |