CIK: 0001641866
申報總市值
US$55.4億
僅顯示前 200 大持股（共 4228 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 | AAPL | Apple INC | 股票-科技 | 2.20% | -0.02% | -1.08% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.18% | — | — | |
| 3 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.59% | — | +0.54% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.53% | — | -7.44% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.32% | — | -1.68% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.25% | — | -3.70% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.18% | — | -14.42% | |
| 8 | T | At&t INC | 股票-通訊服務 | 1.16% | — | +1.05% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 1.15% | — | +15.05% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.05% | — | -0.94% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.93% | — | +1.25% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.82% | — | +34.16% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.78% | — | +18.21% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.77% | — | +26.05% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.76% | — | +3.22% | |
| 16 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.75% | — | -1.69% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.74% | — | -0.88% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.69% | — | -1.45% | |
| 19 | BP | Bp Plc-spons Adr | 股票-能源 | 0.69% | — | +12.32% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.66% | — | -0.06% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.66% | — | -6.37% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | — | +0.37% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.63% | — | -3.14% | |
| 24 | NLYEUR | Annaly Capital Management In | 股票-其他 | 0.60% | — | +30.95% | |
| 25 | MO | Altria Group INC | 股票-非循環性消費 | 0.58% | — | -1.21% | |
| 26 | VTV | Vanguard Value ETF | ETF-其他 | 0.58% | — | +12.79% | |
| 27 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.57% | — | -4.73% | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.55% | — | -0.22% | |
| 29 | PFE | Pfizer INC | 股票-醫療保健 | 0.53% | — | -0.84% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.52% | -0.03% | +11.22% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.51% | — | +5.39% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.51% | +0.09% | -1.98% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | — | +1.40% | |
| 34 | HD | Home Depot INC | 股票-循環性消費 | 0.49% | — | +2.64% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | — | -0.14% | |
| 36 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.47% | — | +9.12% | |
| 37 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.47% | -0.02% | +11.53% | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.46% | — | +0.76% | |
| 39 | DUK | Duke Energy CORP | 股票-公用事業 | 0.45% | — | +1.52% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.45% | +0.07% | +4.98% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.44% | — | -5.50% | |
| 42 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.44% | — | -3.74% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.44% | — | +5.63% | |
| 44 | BA | Boeing Co/the | 股票-工業 | 0.43% | — | -1.19% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.42% | -0.17% | +1.68% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.41% | — | -0.05% | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.40% | — | -7.72% | |
| 48 | OPK | Opko Health INC | 股票-其他 | 0.39% | — | +7.19% | |
| 49 | ABBV | Abbvie INC | 股票-醫療保健 | 0.39% | — | -2.68% | |
| 50 | VFC | Vf CORP | 股票-循環性消費 | 0.38% | — | +0.03% |