CIK: 0001729299
申報總市值
US$14.6億
僅顯示前 200 大持股（共 284 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 9.59% | -0.55% | +3.50% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.98% | -0.85% | -1.38% | |
| 3 | CFO | Victoryshares US 500 Enhance | ETF-其他 | 4.65% | — | -11.91% | |
| 4 | FTCS | First Trust Capital Strength | ETF-其他 | 3.52% | — | +17.94% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.09% | — | -2.15% | |
| 6 | CDC | Victoryshares US Eq Income E | ETF-其他 | 2.77% | — | +1.90% | |
| 7 | TSLA | Tesla INC | 股票-循環性消費 | 2.21% | -0.58% | +203.32% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.00% | -0.45% | -2.03% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.81% | — | -2.86% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 1.76% | — | -0.50% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.71% | -0.29% | -6.03% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.69% | — | +83.56% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.64% | — | -3.14% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.50% | — | +3.68% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.40% | — | — | |
| 16 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.38% | — | — | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.36% | — | -3.02% | |
| 18 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.28% | -0.02% | +2.72% | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.17% | — | +0.46% | |
| 20 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.13% | — | +149.21% | |
| 21 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.13% | — | +4.53% | |
| 22 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.08% | — | -0.06% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.03% | +0.63% | — | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.97% | +0.05% | +4.09% | |
| 25 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.92% | — | -37.02% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.90% | — | +1.59% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | +0.15% | +1.95% | |
| 28 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.80% | — | -0.75% | |
| 29 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.80% | — | +113.83% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.69% | — | -2.05% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.69% | — | +1789.06% | |
| 32 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.68% | — | -7.81% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.67% | +0.06% | -4.47% | |
| 34 | WFC 7.5 PERP L | Wells Fargo & Company | 股票-金融 | 0.62% | — | +0.31% | |
| 35 | AMD | Advanced Micro Devices | 股票-科技 | 0.62% | +0.30% | +1.27% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.57% | +0.03% | +1.42% | |
| 37 | PEP | Pepsico INC | 股票-非循環性消費 | 0.52% | — | -5.43% | |
| 38 | VUG | Vanguard Growth ETF | ETF-其他 | 0.52% | — | -1.33% | |
| 39 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.51% | — | — | |
| 40 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.50% | — | -0.65% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.49% | — | +2.17% | |
| 42 | BND | Vanguard Total Bond Market | ETF-其他 | 0.48% | — | +9.97% | |
| 43 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.47% | — | — | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.47% | — | -0.83% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.46% | -0.21% | +15.10% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.46% | — | +1908.52% | |
| 47 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 0.45% | — | -0.25% | |
| 48 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.45% | — | +2.53% | |
| 49 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.44% | — | +2.55% | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.44% | — | +19.93% |