CIK: 0001738560
申報總市值
US$2.0億
僅顯示前 200 大持股（共 286 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 | 10.15% | +1.39% | +1.28% | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-其他 | 8.61% | -0.04% | +9.03% | |
| 3 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 4.61% | — | +11.97% | |
| 4 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 4.59% | -1.45% | +4.15% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.89% | +0.45% | -52.40% | |
| 6 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 3.28% | — | -15.71% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.09% | -0.81% | -1.75% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.57% | — | -2.17% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.47% | -0.67% | -15.93% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.85% | +0.32% | +3.56% | |
| 11 | FLTB | Fidelity LTD Trm Bnd ETF | ETF-其他 | 1.58% | — | +17.28% | |
| 12 | COP | Conocophillips | 股票-能源 | 1.52% | +0.25% | -9.41% | |
| 13 | IVOL | Quadratic Int Rte Vol Infl H | ETF-其他 | 1.38% | — | -11.61% | |
| 14 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 1.35% | -0.77% | EXIT | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.30% | — | +17.87% | |
| 16 | LMT | Lockheed Martin CORP | 股票-工業 | 1.29% | — | -3.69% | |
| 17 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 1.27% | +0.28% | -51.24% | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.24% | — | -0.46% | |
| 19 | SO | Southern Co/the | 股票-公用事業 | 1.15% | — | -9.27% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.12% | — | -48.44% | |
| 21 | ACI | Albertsons Cos INC - Class A | 股票-非循環性消費 | 1.04% | +0.31% | NEW | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.03% | — | -11.50% | |
| 23 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 1.02% | -0.51% | +8.60% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.02% | -1.01% | +1.12% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.01% | — | -3.48% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.99% | +0.19% | -5.98% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.93% | — | -4.62% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.88% | — | -7.60% | |
| 29 | LHX | L3harris Technologies INC | 股票-工業 | 0.84% | — | -4.62% | |
| 30 | CFG | Citizens Financial Group | 股票-金融 | 0.77% | — | — | |
| 31 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.76% | — | +1911.70% | |
| 32 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.75% | +0.28% | -7.61% | |
| 33 | DOW | Dow INC | 股票-原物料 | 0.71% | — | -2.07% | |
| 34 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.71% | — | +3259.73% | |
| 35 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股與成長 | 0.67% | — | +8.48% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.67% | — | +1745.60% | |
| 37 | PSX | Phillips 66 | 股票-能源 | 0.66% | — | — | |
| 38 | COR | Cencora INC | 股票-醫療保健 | 0.65% | -0.62% | -9.42% | |
| 39 | CASY | Casey's General Stores INC | 股票-循環性消費 | 0.64% | -0.01% | -3.75% | |
| 40 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.64% | — | -31.20% | |
| 41 | HTLFEUR | Heartland Financial USA INC | 股票-其他 | 0.63% | — | — | |
| 42 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.60% | — | -14.72% | |
| 43 | FTNT | Fortinet INC | 股票-科技 | 0.57% | — | +360.88% | |
| 44 | MA | Mastercard INC - A | 股票-金融 | 0.54% | — | +4.38% | |
| 45 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.53% | — | — | |
| 46 | CI | THE Cigna Group | 股票-醫療保健 | 0.50% | — | -9.90% | |
| 47 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.50% | — | -24.32% | |
| 48 | TFC | Truist Financial CORP | 股票-金融 | 0.47% | — | — | |
| 49 | RTX | Rtx CORP | 股票-工業 | 0.40% | — | -10.96% | |
| 50 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 0.38% | — | -6.21% |