CIK: 0001693789
申報總市值
US$10.6億
僅顯示前 200 大持股（共 387 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 | 17.28% | -2.28% | -3.95% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 14.91% | +0.69% | +9.03% | |
| 3 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 12.45% | -2.02% | +108.87% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 11.59% | +0.50% | +7.26% | |
| 5 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 9.30% | -0.95% | +3.19% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 6.62% | -0.43% | +0.35% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 5.20% | -0.14% | +5.78% | |
| 8 | IAU | Ishares Gold Trust | ETF-避險與商品 | 4.02% | — | +4.08% | |
| 9 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.00% | -0.13% | -6.38% | |
| 10 | AAPL | Apple INC | 股票-科技 | 0.78% | +0.15% | +5.39% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.72% | -0.08% | +129.54% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 0.67% | +0.07% | -0.01% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.63% | -0.08% | -5.27% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.61% | -0.01% | +1031.69% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | -0.06% | -32.78% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | — | +0.43% | |
| 17 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.43% | -0.04% | -11.10% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.38% | +0.01% | -0.43% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.37% | +0.02% | +2.82% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.35% | +0.02% | -1.60% | |
| 21 | HD | Home Depot INC | 股票-循環性消費 | 0.32% | — | -0.67% | |
| 22 | NOC | Northrop Grumman CORP | 股票-工業 | 0.32% | — | — | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.29% | -0.17% | +13.06% | |
| 24 | LMT | Lockheed Martin CORP | 股票-工業 | 0.28% | — | -28.72% | |
| 25 | PEP | Pepsico INC | 股票-非循環性消費 | 0.26% | — | -0.84% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.23% | — | -22.10% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.22% | -0.06% | -3.97% | |
| 28 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.20% | -0.15% | +941.20% | |
| 29 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.19% | — | — | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.18% | +0.09% | -0.79% | |
| 31 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.17% | — | -5.81% | |
| 32 | WMT | Walmart INC | 股票-非循環性消費 | 0.17% | — | +6.21% | |
| 33 | D | Dominion Energy INC | 股票-公用事業 | 0.15% | — | +0.68% | |
| 34 | RTX | Rtx CORP | 股票-工業 | 0.15% | — | +0.60% | |
| 35 | PFE | Pfizer INC | 股票-醫療保健 | 0.15% | — | -5.47% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.15% | +0.01% | +2175.38% | |
| 37 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.15% | — | +2.78% | |
| 38 | NEE | Nextera Energy INC | 股票-公用事業 | 0.14% | — | -2.91% | |
| 39 | AXP | American Express Co | 股票-金融 | 0.14% | — | -6.53% | |
| 40 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.14% | — | -1.01% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.14% | — | +13.84% | |
| 42 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.13% | -0.09% | — | |
| 43 | AFL | Aflac INC | 股票-金融 | 0.13% | — | — | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.13% | — | +1996.41% | |
| 45 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.13% | — | -9.51% | |
| 46 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.13% | — | -4.83% | |
| 47 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.12% | — | +5.66% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.12% | -0.04% | -92.47% | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.12% | — | -5.65% | |
| 50 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.12% | — | -29.03% |