CIK: 0001714346
申報總市值
US$4.4億
僅顯示前 200 大持股（共 692 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 12.40% | — | -4.46% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.03% | — | -0.01% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.76% | — | +0.19% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.71% | — | +37.44% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.49% | — | +4.05% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.48% | — | -27.53% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.33% | — | -0.05% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.90% | — | +14.81% | |
| 9 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.78% | — | — | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.70% | — | +39.12% | |
| 11 | EPD | Enterprise Products Partners | 股票-能源 | 1.70% | — | — | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.66% | — | +5.89% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.65% | — | — | |
| 14 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.48% | — | +172.61% | |
| 15 | PYPL | Paypal Holdings INC | 股票-金融 | 1.36% | — | — | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.32% | — | — | |
| 17 | INTC | Intel CORP | 股票-科技 | 1.29% | — | -0.01% | |
| 18 | CSCO | Cisco Systems INC | 股票-科技 | 1.26% | — | — | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.25% | — | +109.23% | |
| 20 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 1.24% | — | +174.91% | |
| 21 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 1.22% | — | +172.79% | |
| 22 | ITW | Illinois Tool Works | 股票-工業 | 1.16% | — | — | |
| 23 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 1.14% | — | +185.02% | |
| 24 | PGR | Progressive CORP | 股票-金融 | 1.12% | — | -24.46% | |
| 25 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.01% | — | -0.11% | |
| 26 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.00% | — | — | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.98% | — | +67.45% | |
| 28 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.94% | — | +1.46% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.92% | — | +0.69% | |
| 30 | WEP | Magellan Midstream Partners | 股票-其他 | 0.81% | — | +9.54% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.71% | — | -14.80% | |
| 32 | DE | Deere & Co | 股票-工業 | 0.71% | — | — | |
| 33 | NEE | Nextera Energy INC | 股票-公用事業 | 0.68% | — | — | |
| 34 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.66% | — | — | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.65% | — | +0.55% | |
| 36 | ET | Energy Transfer LP | 股票-能源 | 0.63% | — | +14.42% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.62% | — | +16.71% | |
| 38 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.61% | — | +67.23% | |
| 39 | ✓ | Ishares Tr | 股票-其他 | 0.60% | — | +75.22% | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.60% | — | — | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.59% | — | +65.33% | |
| 42 | AKAM | Akamai Technologies INC | 股票-科技 | 0.59% | — | +208.98% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | — | -0.36% | |
| 44 | AMGN | Amgen INC | 股票-醫療保健 | 0.56% | — | -0.57% | |
| 45 | ✓ | Ishares Tr | 股票-其他 | 0.55% | — | +297.99% | |
| 46 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.54% | — | — | |
| 47 | ✓ | Ishares Ibonds Sep 2020 Amt | 股票-其他 | 0.52% | — | +56.02% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.51% | — | +13.33% | |
| 49 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.51% | — | — | |
| 50 | MRO* | Marathon Oil CORP | 股票-其他 | 0.49% | — | — |