CIK: 0001720235
申報總市值
US$3.7億
僅顯示前 200 大持股（共 867 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 8.56% | -0.09% | +4.90% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 7.45% | — | +4.30% | |
| 3 | OEF | Ishares S&p 100 ETF | ETF-其他 | 5.53% | -0.10% | +6.53% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 5.10% | — | +4.77% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-其他 | 4.04% | — | +2.40% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.85% | — | +7.20% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 2.38% | — | +5.78% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.11% | -0.31% | +6.04% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.06% | -0.34% | +9.29% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.71% | — | +5.08% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.28% | — | +4.28% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.00% | — | -3.30% | |
| 13 | PFE | Pfizer INC | 股票-醫療保健 | 1.00% | — | +1.04% | |
| 14 | AAPL | Apple INC | 股票-科技 | 0.96% | -0.11% | -2.74% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.91% | — | +2.41% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 0.90% | -0.18% | +0.84% | |
| 17 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.88% | — | -2.47% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.85% | — | +1.08% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.83% | — | +16.33% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.76% | — | +47.44% | |
| 21 | T | At&t INC | 股票-通訊服務 | 0.66% | — | +9.71% | |
| 22 | CSCO | Cisco Systems INC | 股票-科技 | 0.65% | — | -0.69% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | — | +1.85% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | -0.27% | +0.46% | |
| 25 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 0.55% | — | — | |
| 26 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.52% | — | +42.25% | |
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.52% | -0.04% | +4.25% | |
| 28 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.51% | — | -8.03% | |
| 29 | SO | Southern Co/the | 股票-公用事業 | 0.49% | — | +2.23% | |
| 30 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.49% | — | -0.42% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.48% | — | -0.24% | |
| 32 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.47% | — | +50.37% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.46% | — | — | |
| 34 | HON | Honeywell International INC | 股票-工業 | 0.41% | — | +11.12% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | — | -4.65% | |
| 36 | HD | Home Depot INC | 股票-循環性消費 | 0.36% | — | -2.52% | |
| 37 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.35% | — | +53.28% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.35% | — | — | |
| 39 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.34% | — | — | |
| 40 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.34% | — | +2.77% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.34% | — | +42.44% | |
| 42 | SSTK | Shutterstock INC | 股票-其他 | 0.34% | — | +2.31% | |
| 43 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.32% | — | +65.87% | |
| 44 | MMM | 3m Co | 股票-工業 | 0.31% | — | +1.34% | |
| 45 | CNK | Cinemark Holdings INC | 股票-其他 | 0.31% | — | +2.01% | |
| 46 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.30% | — | +4.29% | |
| 47 | CTLTEUR | Catalent INC | 股票-其他 | 0.30% | — | +2.27% | |
| 48 | GNTX | Gentex CORP | 股票-循環性消費 | 0.30% | — | +23.58% | |
| 49 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.29% | — | +1.72% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.29% | — | +82.01% |