CIK: 0001989988
申報總市值
US$3.0億
僅顯示前 200 大持股（共 229 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 | 9.61% | — | -4.20% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 8.20% | — | +10.30% | |
| 3 | MS | Morgan Stanley | 股票-金融 | 6.77% | +0.83% | +0.55% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.27% | +0.83% | +0.68% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.17% | -1.50% | +9.98% | |
| 6 | NSC | Norfolk Southern CORP | 股票-工業 | 3.26% | — | +0.50% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.14% | — | +0.31% | |
| 8 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.30% | — | -0.75% | |
| 9 | DE | Deere & Co | 股票-工業 | 2.23% | — | +0.79% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.08% | — | +7.89% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.89% | -0.82% | +38.15% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.78% | — | +102.87% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.68% | -0.07% | -0.30% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.63% | — | -10.96% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.27% | — | +10.06% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.20% | -0.60% | +39.43% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.11% | — | +0.01% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.11% | — | -62.02% | |
| 19 | ET | Energy Transfer LP | 股票-能源 | 1.09% | — | +626.92% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.07% | — | -3.76% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.87% | — | -1.05% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.83% | — | +0.31% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.83% | — | +53.69% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.75% | — | +182.28% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.72% | — | +26.34% | |
| 26 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.70% | — | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | -0.26% | +13.97% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.66% | — | — | |
| 29 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.66% | — | -5.45% | |
| 30 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.63% | — | -1.43% | |
| 31 | MTDR | Matador Resources Co | 股票-能源 | 0.59% | — | +0.39% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.59% | -1.05% | -1.80% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.57% | — | -0.10% | |
| 34 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.57% | — | +31.52% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | -0.09% | +19.79% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.54% | -0.40% | +29.37% | |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.53% | — | +23.63% | |
| 38 | EMLP | First Trust North American E | ETF-其他 | 0.51% | +0.99% | +0.53% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.51% | — | +15.16% | |
| 40 | HCA | Hca Healthcare INC | 股票-醫療保健 | 0.49% | — | -2.92% | |
| 41 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.48% | -0.12% | -5.84% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.48% | -1.16% | +44.37% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.47% | — | +13.13% | |
| 44 | CRM | Salesforce INC | 股票-科技 | 0.46% | -0.14% | +15.59% | |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.45% | — | +3.09% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.42% | — | +16.02% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.41% | — | +49.44% | |
| 48 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.41% | — | -0.66% | |
| 49 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.41% | — | +7.68% | |
| 50 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.40% | — | -28.20% |