CIK: 0001693789
申報總市值
US$10.6億
僅顯示前 200 大持股（共 319 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 | 16.95% | +0.69% | +165.21% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 13.24% | +0.50% | +516.97% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 11.77% | -0.95% | +337.51% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 7.79% | -0.14% | +43.17% | |
| 5 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 6.71% | — | -11.73% | |
| 6 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 5.52% | -0.04% | +202.93% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-其他 | 5.51% | -0.13% | +375.39% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.67% | -2.28% | +20432.30% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.24% | -0.06% | +1.52% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.21% | -0.08% | +287.49% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.14% | +0.07% | +3.41% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.06% | +0.15% | -11.21% | |
| 13 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 0.85% | — | -71.01% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.83% | +0.02% | +2.73% | |
| 15 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 0.79% | — | -72.36% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.74% | +0.01% | +1.14% | |
| 17 | T | At&t INC | 股票-通訊服務 | 0.67% | -0.02% | -2.14% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.66% | -0.06% | -44.76% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | — | -2.08% | |
| 20 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.62% | — | -79.28% | |
| 21 | BA | Boeing Co/the | 股票-工業 | 0.55% | — | +7.45% | |
| 22 | LMT | Lockheed Martin CORP | 股票-工業 | 0.51% | — | -8.47% | |
| 23 | NOC | Northrop Grumman CORP | 股票-工業 | 0.48% | — | -0.31% | |
| 24 | ECL | Ecolab INC | 股票-原物料 | 0.47% | — | -18.47% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.46% | +0.02% | -29.51% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.44% | — | — | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.44% | -0.17% | +77.20% | |
| 28 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.44% | — | +8.00% | |
| 29 | PEP | Pepsico INC | 股票-非循環性消費 | 0.42% | — | -0.75% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.40% | -0.08% | +64.21% | |
| 31 | HD | Home Depot INC | 股票-循環性消費 | 0.38% | — | -3.26% | |
| 32 | WMT | Walmart INC | 股票-非循環性消費 | 0.36% | — | -1.05% | |
| 33 | D | Dominion Energy INC | 股票-公用事業 | 0.32% | — | — | |
| 34 | PFE | Pfizer INC | 股票-醫療保健 | 0.29% | — | -7.88% | |
| 35 | NEE | Nextera Energy INC | 股票-公用事業 | 0.29% | — | +6.00% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.29% | — | +14.35% | |
| 37 | BSCK | Invesco Bulletshares 2020 Co | ETF-其他 | 0.28% | — | -83.25% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.28% | — | -29.03% | |
| 39 | RTX | Rtx CORP | 股票-工業 | 0.27% | — | — | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.27% | — | -19.22% | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.26% | -0.02% | -20.75% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.26% | — | +27.80% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.23% | — | — | |
| 44 | AFL | Aflac INC | 股票-金融 | 0.22% | — | — | |
| 45 | UNP | Union Pacific CORP | 股票-工業 | 0.22% | — | -1.26% | |
| 46 | NSC | Norfolk Southern CORP | 股票-工業 | 0.21% | -0.06% | -7.94% | |
| 47 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.20% | — | +8.38% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.20% | — | -5.01% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.20% | — | -2.20% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.20% | +0.09% | +4.11% |