CIK: 0001693789
申報總市值
US$10.6億
僅顯示前 200 大持股（共 338 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 | 16.90% | +0.69% | +3.34% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 13.13% | +0.50% | +5.77% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 11.87% | -0.95% | +4.40% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 7.10% | -0.14% | +1.93% | |
| 5 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 6.40% | — | +1.20% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 5.30% | -2.28% | +238.18% | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 4.94% | -0.04% | -6.79% | |
| 8 | FVD | First Trust Value Line Dvd | ETF-其他 | 4.82% | -0.13% | -5.32% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.45% | +0.15% | +382.92% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 1.33% | — | +199.10% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.14% | -0.08% | -2.98% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.05% | +0.07% | +0.20% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.84% | +0.02% | — | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | -0.06% | -6.39% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.75% | +0.01% | +6.86% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | — | +4.97% | |
| 17 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 0.61% | — | -13.37% | |
| 18 | T | At&t INC | 股票-通訊服務 | 0.61% | -0.02% | +8.44% | |
| 19 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 0.57% | — | -24.80% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.50% | -0.06% | -16.87% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.48% | +0.02% | +1.74% | |
| 22 | LMT | Lockheed Martin CORP | 股票-工業 | 0.47% | — | -0.59% | |
| 23 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.47% | — | +11.97% | |
| 24 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.47% | — | -15.08% | |
| 25 | NOC | Northrop Grumman CORP | 股票-工業 | 0.44% | — | — | |
| 26 | BA | Boeing Co/the | 股票-工業 | 0.43% | — | -2.17% | |
| 27 | ECL | Ecolab INC | 股票-原物料 | 0.42% | — | — | |
| 28 | PEP | Pepsico INC | 股票-非循環性消費 | 0.39% | — | -0.95% | |
| 29 | WMT | Walmart INC | 股票-非循環性消費 | 0.37% | — | -2.16% | |
| 30 | HD | Home Depot INC | 股票-循環性消費 | 0.36% | — | -3.07% | |
| 31 | AMGN | Amgen INC | 股票-醫療保健 | 0.35% | — | +154.18% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.33% | -0.17% | -19.39% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.31% | — | +14.15% | |
| 34 | PFE | Pfizer INC | 股票-醫療保健 | 0.31% | — | +5.05% | |
| 35 | NEE | Nextera Energy INC | 股票-公用事業 | 0.31% | — | +2.67% | |
| 36 | D | Dominion Energy INC | 股票-公用事業 | 0.29% | — | +5.99% | |
| 37 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.28% | — | +41.44% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.27% | -0.08% | -26.48% | |
| 39 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.26% | — | +21.87% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.25% | — | -5.72% | |
| 41 | UNP | Union Pacific CORP | 股票-工業 | 0.25% | — | +9.38% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.23% | — | -4.78% | |
| 43 | NSC | Norfolk Southern CORP | 股票-工業 | 0.22% | -0.06% | -2.56% | |
| 44 | RTX | Rtx CORP | 股票-工業 | 0.22% | — | -2.51% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.21% | — | -0.46% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.21% | — | -1.98% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.20% | — | +32.82% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.20% | +0.01% | — | |
| 49 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.20% | -0.02% | -21.59% | |
| 50 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.20% | — | +8.03% |