CIK: 0001676613
申報總市值
US$6.1億
僅顯示前 200 大持股（共 593 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 | 10.92% | — | +10.47% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 5.13% | — | +6.37% | |
| 3 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-其他 | 3.78% | — | +21.75% | |
| 4 | ✓ | Invesco Exch Trd Slf Idx Fd | 股票-其他 | 3.76% | — | +32.01% | |
| 5 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 3.03% | — | +0.39% | |
| 6 | FCX | Freeport-mcmoran INC | 股票-原物料 | 2.86% | — | — | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.65% | — | +3.42% | |
| 8 | PFFD | Global X US Preferred ETF | ETF-其他 | 2.42% | — | +45.78% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.08% | — | +36.96% | |
| 10 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 1.95% | — | +0.23% | |
| 11 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.93% | — | +0.72% | |
| 12 | PSI | Invesco Semiconductors ETF | ETF-其他 | 1.84% | — | -1.95% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.80% | — | +102.27% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.65% | — | -13.91% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.55% | — | +5.25% | |
| 16 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.54% | — | -31.19% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.45% | — | -21.51% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.45% | — | +1.35% | |
| 19 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.41% | — | -60.17% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.31% | — | -0.05% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.30% | — | — | |
| 22 | EQAL | Invesco Russell 1000 Equal W | ETF-其他 | 1.11% | — | -12.54% | |
| 23 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.04% | — | +32.65% | |
| 24 | AAPL | Apple INC | 股票-科技 | 1.04% | — | +0.07% | |
| 25 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.99% | — | +234297.14% | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.97% | — | +5.64% | |
| 27 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.95% | — | +52.39% | |
| 28 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.95% | — | -1.45% | |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.83% | — | -2.60% | |
| 30 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.83% | — | -3.34% | |
| 31 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.83% | — | -8.82% | |
| 32 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.81% | — | -2.48% | |
| 33 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.77% | — | — | |
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.75% | — | -0.46% | |
| 35 | DVYE | Ishares Emerging Markets Div | ETF-新興市場 | 0.71% | — | -1.74% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.71% | — | -2.38% | |
| 37 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.66% | — | +29.27% | |
| 38 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.66% | — | +26.06% | |
| 39 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.62% | — | -3.11% | |
| 40 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.61% | — | — | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | — | +0.01% | |
| 42 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.57% | — | -4.71% | |
| 43 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.57% | — | -5.72% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.57% | — | -4.96% | |
| 45 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.56% | — | +0.33% | |
| 46 | HD | Home Depot INC | 股票-循環性消費 | 0.55% | — | -9.02% | |
| 47 | ✓ | Adobe Systems Incorporat Put Opt 10/21 550.0 Put | 股票-其他 | 0.52% | — | — | |
| 48 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.51% | — | -0.21% | |
| 49 | PFE | Pfizer INC | 股票-醫療保健 | 0.51% | — | +0.00% | |
| 50 | XSVM | Invesco S&p Smallcap Value W | ETF-其他 | 0.50% | — | -30.07% |