CIK: 0001738560
申報總市值
US$2.0億
僅顯示前 200 大持股（共 261 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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 7.55% | +1.39% | -33.68% | |
| 2 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 6.86% | -1.45% | +0.85% | |
| 3 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 5.80% | +1.24% | +11660.26% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 5.72% | +0.45% | -24.51% | |
| 5 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 3.87% | +0.28% | +1.07% | |
| 6 | HTLFEUR | Heartland Financial USA INC | 股票-其他 | 3.77% | — | -29.25% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-其他 | 3.19% | -0.04% | +40.46% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.09% | +0.37% | +9628.75% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.75% | -0.81% | -24.79% | |
| 10 | KR | Kroger Co | 股票-非循環性消費 | 2.58% | — | -0.43% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.54% | -0.67% | -25.99% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.47% | — | +83028.57% | |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 2.30% | — | -75.46% | |
| 14 | SO | Southern Co/the | 股票-公用事業 | 1.98% | — | -15.41% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.90% | — | +34.49% | |
| 16 | CI | THE Cigna Group | 股票-醫療保健 | 1.80% | — | +0.06% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.68% | — | -6.15% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.58% | — | -31.53% | |
| 19 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 1.47% | -0.51% | +0.56% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.44% | — | -5.11% | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.27% | +0.32% | -46.93% | |
| 22 | WFC 7.5 PERP L | Wells Fargo & Company | 股票-金融 | 1.06% | — | — | |
| 23 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.05% | — | +23.69% | |
| 24 | WFC | Wells Fargo & Co | 股票-金融 | 0.97% | — | +196.24% | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.86% | — | -19.37% | |
| 26 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.84% | — | — | |
| 27 | FCOR | Fidelity Corporate Bond ETF | ETF-投資等級公司債 | 0.84% | — | -3.97% | |
| 28 | BAC 7.25 PERP L | Bank Of America CORP | 股票-金融 | 0.83% | — | — | |
| 29 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.81% | — | — | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 0.81% | — | +2094.47% | |
| 31 | T | At&t INC | 股票-通訊服務 | 0.79% | — | +10.62% | |
| 32 | FLTB | Fidelity LTD Trm Bnd ETF | ETF-其他 | 0.75% | — | +48.15% | |
| 33 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.73% | — | +23068.00% | |
| 34 | PRU | Prudential Financial INC | 股票-金融 | 0.72% | — | +4.95% | |
| 35 | DAL | Delta Air Lines INC | 股票-工業 | 0.63% | +0.33% | NEW | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.62% | — | +20.77% | |
| 37 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.62% | — | +0.70% | |
| 38 | HD | Home Depot INC | 股票-循環性消費 | 0.56% | — | +441.18% | |
| 39 | ABBV | Abbvie INC | 股票-醫療保健 | 0.51% | — | -14.49% | |
| 40 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.51% | — | — | |
| 41 | PPL | Ppl CORP | 股票-公用事業 | 0.50% | — | — | |
| 42 | RDS-A | Shell Plc-spon Adr-a | 股票-其他 | 0.46% | — | -19.91% | |
| 43 | TDOC | Teladoc Health INC | 股票-醫療保健 | 0.46% | — | -40.84% | |
| 44 | RTN1USD | Raytheon Company | 股票-其他 | 0.44% | — | +161.03% | |
| 45 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.42% | — | +0.83% | |
| 46 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 0.42% | -0.77% | EXIT | |
| 47 | SPG | Simon Property Group INC | 股票-房地產 | 0.41% | — | — | |
| 48 | LMT | Lockheed Martin CORP | 股票-工業 | 0.39% | — | +63.15% | |
| 49 | C | Citigroup INC | 股票-金融 | 0.39% | — | -3.41% | |
| 50 | FTNT | Fortinet INC | 股票-科技 | 0.35% | — | — |