CIK: 0001740642
申報總市值
US$5.2億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 43.94% | -1.45% | -3.61% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 12.17% | — | +4.10% | |
| 3 | DNOV | Ft Vest US Equity Deep Buffe | ETF-其他 | 11.23% | — | +1944.67% | |
| 4 | YMAR | Ft Vt Int Equ M B- Mar-us I | ETF-其他 | 5.72% | — | — | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 5.11% | -0.13% | +85.24% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.59% | -0.11% | -5.41% | |
| 7 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 2.03% | -0.09% | +0.17% | |
| 8 | FAPR | Ft Vest U.s. Equity Buffer E | ETF-其他 | 1.57% | — | -87.22% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.47% | -0.07% | +8.54% | |
| 10 | TDVG | T Rowe Price Dividend Growth | ETF-其他 | 1.28% | -0.01% | +48.62% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.09% | — | +46.82% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.03% | — | -82.85% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.79% | +0.01% | -49.93% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.69% | +0.12% | -51.81% | |
| 15 | ✓ | Blackstone Real Estate Income Trust Inc Cl D | 股票-其他 | 0.62% | — | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | -0.04% | -2.34% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.58% | — | +93.59% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.56% | -0.08% | +26.48% | |
| 19 | FNOV | Ft Vest US Equity Buffer ETF | ETF-其他 | 0.55% | — | — | |
| 20 | ✓ | Alphabet Inc. | 股票-其他 | 0.54% | — | -3.85% | |
| 21 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.47% | — | -1.65% | |
| 22 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.43% | — | — | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.34% | -0.07% | -5.74% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.32% | -0.17% | -26.71% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.28% | +0.02% | +6.66% | |
| 26 | ZIPIMX | Jones Lang Lasalle INC Pr-mi | 股票-其他 | 0.27% | — | — | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.23% | — | -3.52% | |
| 28 | ABBV | Abbvie INC | 股票-醫療保健 | 0.21% | -0.02% | -14.45% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.21% | — | — | |
| 30 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.20% | — | — | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.20% | — | -32.88% | |
| 32 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-其他 | 0.20% | — | -24.13% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.18% | — | +23.16% | |
| 34 | FFEB | Ft Vest US Equity Buffer ETF | ETF-其他 | 0.17% | — | -26.91% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.16% | -0.03% | — | |
| 36 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-其他 | 0.15% | — | -25.37% | |
| 37 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.15% | — | — | |
| 38 | MUST | Columbia Multi-sect Muni INC | ETF-其他 | 0.15% | — | — | |
| 39 | PEP | Pepsico INC | 股票-非循環性消費 | 0.14% | — | -18.58% | |
| 40 | ADBE | Adobe INC | 股票-科技 | 0.14% | — | — | |
| 41 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.14% | — | — | |
| 42 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.13% | +0.05% | NEW | |
| 43 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.13% | — | — | |
| 44 | FMAY | Ft Vest US Equity Buffer ETF | ETF-其他 | 0.13% | — | — | |
| 45 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.12% | — | +24.55% | |
| 46 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.12% | — | -4.71% | |
| 47 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.12% | — | -23.67% | |
| 48 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.12% | — | -0.25% | |
| 49 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.11% | — | — | |
| 50 | EMGF | Ishares Emerging Markets Equ | ETF-新興市場 | 0.11% | — | — |