CIK: 0001841433
申報總市值
US$7.3億
| # | 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 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 13.54% | — | +11.20% | |
| 2 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 10.81% | — | +8.52% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 8.63% | — | +10.80% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 7.14% | — | -2.12% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 7.00% | — | -11.38% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 6.07% | — | -4.70% | |
| 7 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 4.26% | — | +8.18% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 3.86% | — | -4.28% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.77% | — | -5.19% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.65% | — | -4.22% | |
| 11 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 3.64% | — | +12.36% | |
| 12 | VAW | Vanguard Materials ETF | ETF-其他 | 2.87% | — | -2.40% | |
| 13 | WEC | Wec Energy Group INC | 股票-公用事業 | 2.42% | — | +2.47% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.82% | — | -12.82% | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.69% | — | -4.65% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.69% | — | -4.39% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.44% | — | -2.09% | |
| 18 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 1.22% | — | +8.98% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.17% | — | -2.07% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.15% | — | +9.06% | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.01% | — | -1.70% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.00% | — | -7.33% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.86% | — | -23.74% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | — | +0.78% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.85% | — | -3.51% | |
| 26 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.75% | — | -7.29% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.72% | — | -1.21% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.63% | — | -2.86% | |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.57% | — | +35.82% | |
| 30 | DFE | Wisdomtree Eur S/c Dividend | ETF-其他 | 0.53% | — | +6.90% | |
| 31 | ASB | Associated Banc-corp | 股票-金融 | 0.51% | — | +0.65% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.50% | — | -1.59% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.45% | — | +3.56% | |
| 34 | BND | Vanguard Total Bond Market | ETF-其他 | 0.38% | — | -5.64% | |
| 35 | LNT | Alliant Energy CORP | 股票-公用事業 | 0.30% | — | — | |
| 36 | FIS | Fidelity National Info Serv | 股票-科技 | 0.26% | — | — | |
| 37 | LMT | Lockheed Martin CORP | 股票-工業 | 0.25% | — | — | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.22% | — | +24.89% | |
| 39 | NEE | Nextera Energy INC | 股票-公用事業 | 0.21% | — | -16.33% | |
| 40 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.15% | — | +0.20% | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.13% | — | -1.99% | |
| 42 | BFC | Bank First CORP | 股票-其他 | 0.13% | — | — | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.12% | — | — | |
| 44 | NIC | Nicolet Bankshares INC | 股票-其他 | 0.12% | — | — | |
| 45 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.11% | — | +8.24% | |
| 46 | AAPL | Apple INC | 股票-科技 | 0.11% | — | -11.00% | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.11% | — | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.10% | — | — | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.10% | — | — | |
| 50 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.10% | — | — |