CIK: 0001737109
申報總市值
US$125.4億
僅顯示前 200 大持股（共 1590 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 | 2.87% | +0.23% | -1.19% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.83% | -0.32% | +3.46% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.41% | -0.04% | -1.77% | |
| 4 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-其他 | 1.74% | -0.88% | +28.13% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.59% | -0.19% | -3.82% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.51% | -0.19% | +2.72% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.34% | — | -0.22% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.12% | — | -13.71% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.07% | -0.23% | +0.53% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.04% | +0.34% | +16.55% | |
| 11 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 0.97% | — | -4.80% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.92% | +0.09% | -2.44% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.91% | — | +17.60% | |
| 14 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 0.91% | +0.18% | +64.60% | |
| 15 | INTF | Ishares International Equity | ETF-其他 | 0.91% | +0.18% | +90.54% | |
| 16 | BKAG | Bny Mellon Core Bond ETF | ETF-其他 | 0.90% | — | +303.15% | |
| 17 | SECT | Main Sector Rotation ETF | ETF-其他 | 0.87% | -0.43% | — | |
| 18 | SSUS | Day Hagan Smart Sector ETF | ETF-其他 | 0.87% | — | — | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.79% | — | -9.13% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.78% | — | -10.10% | |
| 21 | BKIE | Bny Mellon Intl Eqty ETF | ETF-其他 | 0.75% | — | +22.57% | |
| 22 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.66% | +0.09% | +64.89% | |
| 23 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.65% | — | -5.77% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.62% | — | -3.69% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.62% | +0.36% | -4.54% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.62% | +0.32% | +2.39% | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.59% | +0.08% | -50.33% | |
| 28 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 0.58% | -0.53% | +13043.74% | |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.54% | — | +221.11% | |
| 30 | QCOM | Qualcomm INC | 股票-科技 | 0.53% | +0.18% | -7.01% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.51% | — | -29.18% | |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.51% | -0.16% | +0.81% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.50% | — | -22.73% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.49% | — | +5.58% | |
| 35 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.47% | — | -11.13% | |
| 36 | JUCY | Aptus Enhanced Yield ETF | ETF-其他 | 0.46% | — | +117.49% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.45% | +0.15% | -0.17% | |
| 38 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.44% | — | -1.46% | |
| 39 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.44% | — | -2.59% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.42% | — | +24.37% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.42% | +0.08% | -2.71% | |
| 42 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 0.42% | — | -4.05% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.40% | — | -0.44% | |
| 44 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.40% | — | -3.47% | |
| 45 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.40% | — | +0.06% | |
| 46 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.40% | — | +24.38% | |
| 47 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.40% | — | -51.22% | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.40% | — | -1.90% | |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.39% | — | +0.56% | |
| 50 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.39% | +0.26% | -0.33% |