CIK: 0001641440
申報總市值
US$2.8億
| # | 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 | GUNR | Flexshares Global Upstream N | ETF-其他 | 15.10% | — | +0.30% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 10.78% | — | +8.91% | |
| 3 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 10.25% | — | -4.33% | |
| 4 | USB | US Bancorp | 股票-金融 | 8.41% | — | +0.09% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 5.28% | — | +40.55% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.13% | — | +3.78% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.37% | — | -4.12% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.95% | — | -2.40% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.91% | — | +11.78% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.68% | — | -9.71% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.39% | — | -13.66% | |
| 12 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 2.49% | — | -4.92% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.03% | — | -0.99% | |
| 14 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.76% | — | +12.05% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.72% | — | -2.21% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.67% | — | +0.47% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.38% | — | +0.57% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.36% | — | +4.90% | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.00% | — | +27.75% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.98% | — | -7.67% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.89% | — | -23.45% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.86% | — | -3.17% | |
| 23 | AAPL | Apple INC | 股票-科技 | 0.84% | — | +1.60% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.77% | — | -9.81% | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.71% | — | -11.24% | |
| 26 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.56% | — | — | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.51% | — | -9.29% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.51% | — | +2.13% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.45% | — | -6.11% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.42% | — | — | |
| 31 | ABBV | Abbvie INC | 股票-醫療保健 | 0.36% | — | +1.38% | |
| 32 | WMT | Walmart INC | 股票-非循環性消費 | 0.35% | — | +0.08% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.30% | — | +4.12% | |
| 34 | CSCO | Cisco Systems INC | 股票-科技 | 0.30% | — | -7.96% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.28% | — | — | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.26% | — | +0.79% | |
| 37 | MMM | 3m Co | 股票-工業 | 0.23% | — | +0.26% | |
| 38 | ✓ | Citizens First CORP | 股票-其他 | 0.23% | — | -5.52% | |
| 39 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.22% | — | — | |
| 40 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.22% | — | — | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.21% | — | -0.77% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.21% | — | — | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.21% | — | -0.15% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.20% | — | -2.24% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.20% | — | +0.26% | |
| 46 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.18% | — | +4.07% | |
| 47 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.17% | — | +0.04% | |
| 48 | C | Citigroup INC | 股票-金融 | 0.17% | — | +1.46% | |
| 49 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.15% | — | +0.40% | |
| 50 | PNW | Pinnacle Financial Partners, Inc. | 股票-公用事業 | 0.13% | — | — |