CIK: 0001721527
申報總市值
US$7.1億
僅顯示前 200 大持股（共 233 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 | 8.62% | +0.24% | -1.81% | |
| 2 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 5.88% | -0.06% | -6.41% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.56% | -0.42% | +0.82% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.60% | +0.12% | +13.40% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.09% | -0.32% | +7.24% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 2.08% | +0.44% | -3.63% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.96% | — | -2.99% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.89% | -0.12% | +0.23% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.85% | -0.19% | -6.03% | |
| 10 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.77% | — | -2.57% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.68% | — | -4.61% | |
| 12 | UPS | United Parcel Service-cl B | 股票-工業 | 1.52% | — | -0.55% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.46% | -0.21% | +57.99% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.37% | — | -5.53% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.35% | — | -3.65% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.31% | — | +9.24% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.26% | — | -1.51% | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.23% | +0.65% | -44.91% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.22% | — | -8.60% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.21% | — | -5.71% | |
| 21 | MBB | Ishares Mbs ETF | ETF-其他 | 1.05% | — | +259.22% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.03% | +0.11% | NEW | |
| 23 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 1.01% | — | +29.10% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.95% | — | +6.31% | |
| 25 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.92% | — | -3.42% | |
| 26 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.90% | — | +125.36% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.87% | — | +5.31% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.86% | — | +20.86% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | — | +0.53% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.81% | — | -6.84% | |
| 31 | IVLU | Ishares Msci International V | ETF-其他 | 0.80% | — | +12.70% | |
| 32 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.78% | — | -1.28% | |
| 33 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.77% | — | +20.54% | |
| 34 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.76% | +0.15% | +8.12% | |
| 35 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.73% | -1.97% | -6.11% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.72% | -0.06% | +26.97% | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 0.68% | -0.35% | +7.04% | |
| 38 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.68% | — | +2.20% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.57% | — | -19.41% | |
| 40 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.54% | — | -13.39% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | — | +2.90% | |
| 42 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 0.54% | — | +2.45% | |
| 43 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.54% | — | +12.26% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.53% | -0.08% | +0.02% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.53% | — | +8.36% | |
| 46 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.53% | — | — | |
| 47 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.52% | -0.08% | +665.68% | |
| 48 | UJUN | Innovator U.s. Equity Ultra | ETF-其他 | 0.51% | — | — | |
| 49 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.51% | — | +49.97% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.51% | +0.13% | +0.25% |