CIK: 0001639966
申報總市值
US$4.3億
僅顯示前 200 大持股（共 1237 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 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 4.60% | +0.15% | +1.26% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 4.49% | +0.49% | +37.72% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.71% | +0.12% | +2.33% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.21% | +0.60% | +15.06% | |
| 5 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 3.01% | +0.01% | +11.04% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.68% | +0.45% | +45.11% | |
| 7 | BA | Boeing Co/the | 股票-工業 | 2.37% | -0.34% | +0.57% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.31% | +0.50% | +4.38% | |
| 9 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 1.86% | -0.25% | -35.66% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.66% | -0.41% | -49.99% | |
| 11 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 1.49% | — | -10.15% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.36% | -0.21% | -24.46% | |
| 13 | INTC | Intel CORP | 股票-科技 | 1.35% | — | +0.63% | |
| 14 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 1.31% | -0.31% | -10.28% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.20% | — | +11.50% | |
| 16 | HD | Home Depot INC | 股票-循環性消費 | 1.16% | — | -1.91% | |
| 17 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.13% | +0.01% | +50.95% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.09% | — | +5.21% | |
| 19 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 1.07% | +0.23% | +15.63% | |
| 20 | ITW | Illinois Tool Works | 股票-工業 | 1.03% | — | +0.36% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.92% | — | — | |
| 22 | GOLD | Gold.com, Inc. | 股票-其他 | 0.88% | +0.26% | -3.44% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.88% | — | -4.85% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.86% | — | +92.22% | |
| 25 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.85% | +0.04% | -22.62% | |
| 26 | O | Realty Income CORP | 股票-房地產 | 0.84% | +0.14% | +0.14% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.82% | — | — | |
| 28 | IAUUSD | Ishares Gold Trust | ETF-避險與商品 | 0.76% | +0.13% | -15.87% | |
| 29 | UTXZ | United Tech CORP | 股票-其他 | 0.76% | +0.05% | -5.43% | |
| 30 | NEE | Nextera Energy INC | 股票-公用事業 | 0.73% | +0.10% | -2.83% | |
| 31 | AFL | Aflac INC | 股票-金融 | 0.69% | — | -7.51% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | — | +8.60% | |
| 33 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.66% | — | — | |
| 34 | DOC | Healthpeak Properties, Inc. | 股票-房地產 | 0.65% | — | -6.02% | |
| 35 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.61% | — | -7.30% | |
| 36 | ✓ | Eg Dj Emrg Mkt Cnsumr Tita | 股票-其他 | 0.60% | — | -29.58% | |
| 37 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.59% | — | -14.50% | |
| 38 | UPS | United Parcel Service-cl B | 股票-工業 | 0.59% | — | -7.21% | |
| 39 | LTC | Ltc Properties INC | 股票-其他 | 0.59% | +0.06% | +7.93% | |
| 40 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.57% | +0.15% | -25.39% | |
| 41 | FTGC | First Trust Global Tactical | ETF-其他 | 0.56% | -0.15% | +179.75% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.55% | — | -1.62% | |
| 43 | WFC | Wells Fargo & Co | 股票-金融 | 0.55% | -0.15% | -20.94% | |
| 44 | MDT | Medtronic plc | 股票-醫療保健 | 0.53% | — | +2.52% | |
| 45 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.51% | — | +217.41% | |
| 46 | QCOM | Qualcomm INC | 股票-科技 | 0.51% | — | -24.38% | |
| 47 | WIP | State Street Spdr Ftse Inter | ETF-其他 | 0.48% | — | -24.03% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.47% | — | +65.28% | |
| 49 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.46% | — | -2.48% | |
| 50 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.46% | — | +38.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | +1.3% | +37.72% | 加碼 |
| 2 | IEF | Ishares 7-10 Year Treasury B | +0.9% | +45.11% | 加碼 |
| 3 | VIG | Vanguard Dividend Apprec ETF | +0.7% | +15.06% | 加碼 |
| 4 | MGK | Vanguard Mega Cap Growth ETF | +0.6% | +11.04% | 加碼 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | +92.22% | 加碼 |
| 6 | GLD | Spdr Gold Shares | +0.4% | +50.95% | 加碼 |
| 7 | VXF | Vanguard Extended Market ETF | +0.4% | +217.41% | 加碼 |
| 8 | FTGC | First Trust Global Tactical | +0.4% | +179.75% | 加碼 |
| 9 | BA | Boeing Co/the | +0.3% | +0.57% | 加碼 |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | +0.3% | +4704.55% | 加碼 |
| 11 | MSFT | Microsoft CORP | +0.3% | +5.21% | 加碼 |
| 12 | MCD | Mcdonald's CORP | +0.3% | +320.51% | 加碼 |
| 13 | MRSH | Marsh & Mclennan Cos | +0.3% | +662.70% | 加碼 |
| 14 | ACN | Accenture plc | +0.2% | +715.38% | 加碼 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +11.50% | 加碼 |
| 16 | BLV | Vanguard Long-term Bond ETF | +0.2% | +17612.73% | 加碼 |
| 17 | AMZN | Amazon.com INC | +0.2% | +38.67% | 加碼 |
| 18 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +88.40% | 加碼 |
| 19 | VEA | Vanguard Ftse Developed ETF | +0.2% | +65.28% | 加碼 |
| 20 | TXN | Texas Instruments INC | +0.2% | +75.33% | 加碼 |
| 21 | VNQ | Vanguard Real Estate ETF | +0.2% | +347.62% | 加碼 |
| 22 | CL | Colgate-palmolive Co | -0.2% | -22.62% | 減碼 |
| 23 | IAUUSD | Ishares Gold Trust | -0.2% | -15.87% | 減碼 |
| 24 | IJR | Ishares Core S&p Small-cap E | -0.2% | -68.77% | 減碼 |
| 25 | XOM | Exxon Mobil CORP | -0.2% | -39.20% | 減碼 |
| 26 | QCOM | Qualcomm INC | -0.2% | -24.38% | 減碼 |
| 27 | UNP | Union Pacific CORP | -0.2% | -37.49% | 減碼 |
| 28 | SCHA | Schwab US Small-cap ETF | -0.2% | -94.78% | 減碼 |
| 29 | ✓ | Eg Dj Emrg Mkt Cnsumr Tita | -0.2% | -29.58% | 減碼 |
| 30 | PSO | Pearson Plc-sponsored Adr | -0.2% | -51.41% | 減碼 |
| 31 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | -96.94% | 減碼 |
| 32 | SWK | Stanley Black & Decker INC | -0.3% | -53.52% | 減碼 |
| 33 | ✓ | Vantiv INC | -0.3% | -51.99% | 減碼 |
| 34 | EWC | Ishares Msci Canada ETF | -0.3% | -50.55% | 減碼 |
| 35 | SCHF | Schwab Intl Equity ETF | -0.3% | -86.35% | 減碼 |
| 36 | SCHM | Schwab US Mid Cap ETF | -0.4% | -89.71% | 減碼 |
| 37 | VGIT | Vanguard Intermediate-term T | -0.4% | -24.46% | 減碼 |
| 38 | IJH | Ishares Core S&p Midcap ETF | -0.4% | -88.46% | 減碼 |
| 39 | IVV | Ishares Core S&p 500 ETF | -0.7% | -86.39% | 減碼 |
| 40 | SCHD | Schwab U.S. Dividend Equity ETF | -0.8% | -73.26% | 減碼 |
| 41 | VGLT | Vanguard Long-term Treasury | -1% | -35.66% | 減碼 |
| 42 | LLY | Eli Lilly & Co | -1.5% | -49.99% | 減碼 |
| 43 | DLS | Wisdomtree Intl S/c Dvd Fund | -2% | -97.29% | 減碼 |
| 44 | GOOGL | Alphabet Inc-cl A | — | NEW | 新建倉 |
| 45 | GOOG | Alphabet Inc-cl C | — | NEW | 新建倉 |
| 46 | ✓ | Google INC Class C | — | EXIT | 清倉 |
| 47 | GOOG | Alphabet A | — | EXIT | 清倉 |
| 48 | PRFUSD | Invesco Ftse Rafi US 1000 Et | — | NEW | 新建倉 |
| 49 | MXL | Maxlinear INC | — | NEW | 新建倉 |
| 50 | GSLC | Goldman Activebeta US Lc ETF | — | NEW | 新建倉 |