CIK: 0001830819
申報總市值
US$264.3億
僅顯示前 200 大持股（共 2249 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 | 2.67% | -0.15% | -5.28% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.59% | -0.09% | +0.24% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.61% | -0.44% | +2.76% | |
| 4 | PH | Parker Hannifin CORP | 股票-工業 | 1.57% | — | +10560.65% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.54% | — | +109.36% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.16% | +0.11% | -3.14% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.12% | +0.07% | +7.07% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 1.05% | — | +21.57% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.05% | — | -9.48% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 0.98% | — | +27.84% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.91% | — | +5.93% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.89% | +0.15% | +187.42% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.85% | +0.06% | -8.17% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.83% | +0.02% | +3.22% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.79% | — | -0.98% | |
| 16 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.69% | — | +13.87% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.66% | — | +24.94% | |
| 18 | FTCS | First Trust Capital Strength | ETF-其他 | 0.63% | — | +15.63% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | — | +13.51% | |
| 20 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.62% | — | +3.09% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.60% | — | +40.42% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.59% | +0.05% | +15.04% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.59% | +0.03% | +4.94% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.56% | — | +10.24% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.55% | — | +0.89% | |
| 26 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.55% | — | +36.33% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.51% | +0.07% | +8.03% | |
| 28 | ABBV | Abbvie INC | 股票-醫療保健 | 0.51% | — | -0.44% | |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.51% | — | +34.83% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.50% | — | +13.39% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | +0.18% | +2.74% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.47% | — | -7.30% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.47% | -0.16% | +15.01% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.46% | — | +9.32% | |
| 35 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.45% | — | +0.51% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.45% | +0.06% | +16.45% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.45% | +0.06% | +7.41% | |
| 38 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.43% | — | +73.00% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.41% | — | +37.08% | |
| 40 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.41% | — | +33.62% | |
| 41 | XLE | Ss Energy Select Sector | ETF-其他 | 0.40% | +0.06% | +34.89% | |
| 42 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.40% | — | +105.95% | |
| 43 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.39% | — | +26.74% | |
| 44 | HD | Home Depot INC | 股票-循環性消費 | 0.39% | — | +7.24% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.38% | — | +30.35% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | — | +17.51% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.37% | — | +4.97% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.36% | — | -0.56% | |
| 49 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.35% | +0.04% | +7.91% | |
| 50 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.34% | +0.04% | +27.12% |