CIK: 0001689013
申報總市值
US$7.9億
僅顯示前 200 大持股（共 211 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 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.36% | — | -7.19% | |
| 2 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 3.78% | — | -5.73% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.38% | -0.33% | -13.51% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.32% | — | +7.67% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.98% | -0.22% | +0.31% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.87% | -0.36% | +2.89% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.68% | +0.13% | +5.38% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.48% | — | +33.58% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.36% | -0.39% | +0.61% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.27% | — | -15.04% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.14% | — | +123.15% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.01% | -0.32% | +1.24% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.79% | — | +366.04% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.57% | — | +28.99% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.47% | — | -15.56% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.38% | — | +2.05% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.17% | — | +17.11% | |
| 18 | PFE | Pfizer INC | 股票-醫療保健 | 1.16% | +0.18% | +100.63% | |
| 19 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 1.06% | -0.14% | EXIT | |
| 20 | HD | Home Depot INC | 股票-循環性消費 | 1.06% | — | -1.18% | |
| 21 | WMT | Walmart INC | 股票-非循環性消費 | 1.04% | -0.14% | -2.34% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 1.02% | — | +6.35% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.00% | — | +4.01% | |
| 24 | FTNT | Fortinet INC | 股票-科技 | 1.00% | -0.12% | -2.03% | |
| 25 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.99% | -0.18% | +3.88% | |
| 26 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.97% | — | +91.76% | |
| 27 | TFC | Truist Financial CORP | 股票-金融 | 0.94% | — | +0.27% | |
| 28 | BND | Vanguard Total Bond Market | ETF-其他 | 0.93% | — | +18.55% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.93% | -0.23% | +2.13% | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.92% | -0.41% | +607.38% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.92% | — | -17.41% | |
| 32 | TSLA | Tesla INC | 股票-循環性消費 | 0.88% | -0.17% | -1.83% | |
| 33 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.86% | — | +2.25% | |
| 34 | GTO | Invesco Total Return Bond Et | ETF-其他 | 0.85% | — | +14.58% | |
| 35 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.76% | — | -0.51% | |
| 36 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.75% | — | -13.15% | |
| 37 | IGHG | Proshares Ig Hedged | ETF-其他 | 0.75% | — | +73.62% | |
| 38 | AMAT | Applied Materials INC | 股票-科技 | 0.72% | — | +30.36% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.71% | — | +11.89% | |
| 40 | CRM | Salesforce INC | 股票-科技 | 0.70% | — | +1.04% | |
| 41 | CSCO | Cisco Systems INC | 股票-科技 | 0.69% | — | -0.45% | |
| 42 | ADBE | Adobe INC | 股票-科技 | 0.68% | +0.25% | +4.04% | |
| 43 | VLO | Valero Energy CORP | 股票-能源 | 0.67% | +0.31% | +93.51% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.64% | — | -0.03% | |
| 45 | NLYEUR | Annaly Capital Management In | 股票-其他 | 0.61% | — | -11.65% | |
| 46 | NFLX | Netflix INC | 股票-通訊服務 | 0.60% | — | +5.15% | |
| 47 | CSX | Csx CORP | 股票-工業 | 0.59% | — | +7.46% | |
| 48 | WFC | Wells Fargo & Co | 股票-金融 | 0.57% | — | +0.35% | |
| 49 | DHI | Dr Horton INC | 股票-循環性消費 | 0.57% | — | +11.25% | |
| 50 | QCOM | Qualcomm INC | 股票-科技 | 0.52% | — | +25.82% |