CIK: 0001693789
申報總市值
US$10.6億
僅顯示前 200 大持股（共 414 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 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 20.03% | -2.28% | +22.56% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 15.17% | +0.69% | +6.39% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 12.08% | +0.50% | +27.19% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 10.30% | -0.95% | +9.01% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 6.56% | -0.43% | +4.24% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 5.98% | -0.14% | +10.26% | |
| 7 | IAU | Ishares Gold Trust | ETF-避險與商品 | 4.18% | — | +6.13% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 3.86% | -0.04% | +101.22% | |
| 9 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.30% | -0.13% | -20.43% | |
| 10 | AAPL | Apple INC | 股票-科技 | 0.87% | +0.15% | -14.60% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.84% | -0.08% | +5.33% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 0.82% | +0.07% | +1.94% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 0.63% | — | -29.79% | |
| 14 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.61% | -0.04% | -13.46% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | -0.06% | -2.09% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | — | -0.20% | |
| 17 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.49% | +0.02% | -8.19% | |
| 18 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.45% | — | +0.85% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.41% | +0.02% | +24.76% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.40% | -0.08% | -13.92% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.38% | +0.01% | +0.34% | |
| 22 | HD | Home Depot INC | 股票-循環性消費 | 0.37% | — | -1.86% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.36% | -0.17% | -7.92% | |
| 24 | NOC | Northrop Grumman CORP | 股票-工業 | 0.29% | — | -3.35% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.28% | -0.06% | -2.35% | |
| 26 | PEP | Pepsico INC | 股票-非循環性消費 | 0.26% | — | -2.35% | |
| 27 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.23% | — | -0.73% | |
| 28 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.21% | — | +11.21% | |
| 29 | AXP | American Express Co | 股票-金融 | 0.21% | — | +301.02% | |
| 30 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.20% | — | -8.61% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工業 | 0.20% | — | -0.58% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.20% | +0.09% | +13.53% | |
| 33 | BA | Boeing Co/the | 股票-工業 | 0.19% | — | +0.04% | |
| 34 | CSCO | Cisco Systems INC | 股票-科技 | 0.19% | — | +5.35% | |
| 35 | RTX | Rtx CORP | 股票-工業 | 0.18% | — | -0.82% | |
| 36 | ECL | Ecolab INC | 股票-原物料 | 0.18% | — | +0.05% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.18% | +0.01% | +5.23% | |
| 38 | D | Dominion Energy INC | 股票-公用事業 | 0.18% | — | +2.70% | |
| 39 | PFE | Pfizer INC | 股票-醫療保健 | 0.18% | — | -2.18% | |
| 40 | WMT | Walmart INC | 股票-非循環性消費 | 0.17% | — | -0.85% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.17% | — | -10.93% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.16% | — | +6.64% | |
| 43 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.16% | — | +2.71% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.16% | — | -0.43% | |
| 45 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.16% | — | +25.84% | |
| 46 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.16% | — | -1.76% | |
| 47 | UNP | Union Pacific CORP | 股票-工業 | 0.15% | — | +2.52% | |
| 48 | NSC | Norfolk Southern CORP | 股票-工業 | 0.15% | -0.06% | -3.08% | |
| 49 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.14% | — | — | |
| 50 | T | At&t INC | 股票-通訊服務 | 0.14% | -0.02% | +2.64% |