CIK: 0001697490
申報總市值
US$43.0億
僅顯示前 200 大持股（共 1247 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 | FTC | First Trust Large Cap Growth | ETF-大型股與成長 | 3.16% | — | — | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.08% | — | — | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.71% | -0.29% | — | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.73% | — | — | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.72% | — | — | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.20% | — | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.15% | -1.00% | EXIT | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.14% | — | — | |
| 9 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.14% | — | — | |
| 10 | DNP | Dnp Select Income Fund INC | 股票-金融 | 1.14% | — | — | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.08% | +0.14% | — | |
| 12 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.00% | — | — | |
| 13 | T | At&t INC | 股票-通訊服務 | 0.95% | — | — | |
| 14 | MO | Altria Group INC | 股票-非循環性消費 | 0.93% | — | — | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.93% | — | — | |
| 16 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.90% | — | — | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.86% | — | — | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.86% | — | — | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.82% | — | — | |
| 20 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.79% | — | — | |
| 21 | MBB | Ishares Mbs ETF | ETF-其他 | 0.77% | — | — | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.71% | — | — | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.69% | — | — | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 0.68% | — | — | |
| 25 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.68% | +0.13% | — | |
| 26 | VFH | Vanguard Financials ETF | ETF-其他 | 0.68% | — | — | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.66% | — | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | — | — | |
| 29 | ABBV | Abbvie INC | 股票-醫療保健 | 0.65% | — | — | |
| 30 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.62% | — | — | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.60% | — | — | |
| 32 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.60% | — | — | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.58% | — | — | |
| 34 | ✓ | 股票-其他 | 0.57% | — | — | ||
| 35 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 0.56% | — | — | |
| 36 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.56% | — | — | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.55% | — | — | |
| 38 | FTA | First Trust L C Val Alp | ETF-其他 | 0.54% | — | — | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.54% | — | — | |
| 40 | VTV | Vanguard Value ETF | ETF-其他 | 0.54% | — | — | |
| 41 | VUG | Vanguard Growth ETF | ETF-其他 | 0.53% | — | — | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.53% | +0.23% | — | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | — | — | |
| 44 | MSFT | Microsoft CORP | 股票-科技 | 0.52% | -0.25% | — | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.51% | — | — | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.51% | — | — | |
| 47 | PFE | Pfizer INC | 股票-醫療保健 | 0.51% | — | — | |
| 48 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.50% | -0.17% | — | |
| 49 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 0.48% | — | — | |
| 50 | LMT | Lockheed Martin CORP | 股票-工業 | 0.48% | — | — |